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Vice President, Accounting AdvisoryAbout Palm Tree:
Join an elite team of respected experts who approach the needs of M&A differently, in a demanding, yet supportive and collaborative culture. Founded in 2010, Palm Tree is the modern M&A advisor. We are the single source for integrated investment banking and financial consulting services that enable businesses to better prepare for and execute on transactions, transitions, and transformations.
What we offer:
About the position:
Palm Tree’s Consulting group provides our clients with Transaction Advisory Services, Strategic Finance/FP&A, Accounting Advisory, Data & Analytics, and other Office of the CFO initiatives. Palm Tree's Accounting Advisory team is bolstering its internal resources in response to growth and demand. Professionals who began their careers in Big4 audit and have a year or two of industry experience in a middle market setting should find this position familiar yet challenging - there is lots of room for professional growth!
Responsibilities & Duties:
Qualifications & Requirements:
Vice President candidates should have an undergraduate degree in Accounting, Finance, or other related fields; postgraduate degrees, including MAC or MBA, are preferred but not required. An active CPA is highly preferred.
Ideal Vice President candidates should have 7-10 years of relevant professional experience in technical accounting and financial reporting. A combination of audit/assurance experience and accounting advisory or corporate/industry experience is preferred. An ideal candidate should have experience managing multiple team members across different engagements in their prior work experience. The ideal candidate will also have experience managing a year-end audit with external accounting firms.
The ideal candidate will be familiar with all aspects of Financial Reporting, both internal and external, with the ability to lead engagements and assist in implementing reporting efficiencies for our clients.
Candidates who strongly align with our core values and are interested in private equity, entrepreneurship, M&A, and transaction services will do well at Palm Tree.
In addition to demonstrating a strong work ethic and a capability to lead teams and manage multiple engagements, candidates should have sound technical skills and proficiency in Microsoft Excel and PowerPoint.
Other qualities we look for in a candidate:
Compensation:
The base salary for this position ranges from $150k-$175k with a top-of-industry bonus. The final title and compensation will be based on the candidate's experience and day-1 capabilities, as determined in the interview process. Palm Tree offers top medical, dental, and vision premium coverage, a competitive 401k program, an unlimited paid time off (PTO) policy (no formalized limits; take as needed), a robust maternity/paternity leave program, and many other fringe benefits.
*Palm Tree requires 5% - 35% travel with the ability to work remotely and with offices in the L.A., Chicago, Detroit, and Dallas markets*
Our Commitment to Diversity, Inclusion, Equity, & Access
Our people are our greatest asset.
As skilled professionals faced with complex challenges, we value unique and creative ideas that help us grow stronger, smarter, and more adaptable for tomorrow. At Palm Tree, we view inclusion, diversity, equity, and access as critical to achieving excellence and belonging to foster an authentic culture where creative solutions flourish.
We believe that our work for clients and the well-being of our company are strengthened by the diversity of our people. We recognize the systemic barriers that have limited opportunities, access, and representation for women and minorities in the financial services industry. We are committed to developing a new paradigm to create a diverse and inclusive financial services firm of the future. We actively seek and welcome people of differences in background, from culture, experience, national origin, religion, sexual orientation, and age to gender, gender identity, gender expression, race, ethnicity, ability, neurodiversity, political views, veteran status, and more.
Together, we strive to create an environment that values diversity, promotes an inclusive culture, and establishes a profound sense of belonging for each team member.
Full Time
Wholesale
$165k-229k (estimate)
02/02/2024
08/26/2024
thepalmtreegroup.com
STAFFORD, TX
25 - 50
Private
ERIC JIN-SHIN LIU
$5M - $10M
Wholesale