What are the responsibilities and job description for the Accountant position at Palm Tree?
Job Title: Accountant (Internal Finance & Accounting)
About 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:
- Hands-on exposure to sophisticated US GAAP accounting; direct GL experience;
- with training and growth, hands-on exposure to complex financial models, including AOP and 13wkcf
- Direct training from the Controller; direct exposure to the CFO
- An opportunity to have an impact with a rapidly scaling, entrepreneurial, collaborative culture centered on growing people's skills inside of fast-paced M&A environments
- High performing, yet supportive and interconnected teams throughout the organization
- Highly competitive salary, bonus, and benefits structure
Who We Are Seeking:
- An experienced accountant with 2-3 years of audit or US GAAP accounting, or a combination thereof
- preferably in a multi-company environment with familiarity with consolidated financial statements.
- A candidate with some experience (1 busy season) in Big4 audit within the lower-middle market with private clients is preferred (but not required)
- A professional who is highly detail-oriented with strong project management skills and excellent written, presentation, and interpersonal communication skills.
- Someone who is committed to a “team first” atmosphere and has the will to support their teammates and learn from those around them in each engagement.
About the Position:
This newly added position will support our growing internal accounting needs. The Accountant will be part of a small finance and accounting team and will work directly with (and be trained by) the Controller. This is an outstanding opportunity for a Public Accountant to transition into industry while learning the ropes.Responsibilities & Duties:
- Manage general ledger, accounts payable, and accounts receivable functions.
- Analyze and manage business cash flows and bank accounts.
- Ensure accurate monthly recording of expenses.
- Facilitate timely monthly, quarterly, and annual financial closes for internal and external reporting and compliance.
- Prepare and review account reconciliations and analyses.
- Assist the Controller with reporting and monthly reviews.
- Drive compliance with controls and support new process implementations to enhance the control environment.
- Assist with the annual budget and quarterly forecast updates.
- Assist with tax processes and reviews with external accountants.
- Perform special accounting analyses and projects as requested.
- Engage in ad hoc finance tasks, Excel modeling, and PowerBI projects.
Qualifications & Requirements:
- Bachelor’s degree in Accounting.
- A valid CPA license is preferred; willingness to obtain the permit is required.
- Direct experience with Intacct as a GL reporting system is a plus.
- Proficiency in Microsoft Excel and PowerBI.
- Strong technical skills and the ability to work independently in demanding environments.
- Must be based in Los Angeles and willing to work in the office three days a week.
- Must align with our core values.
Other Qualities We Look For in a Candidate:
- Is dedicated to delivering high-quality work products and always pushing themselves to do their best.
- Is proactive, motivated, and has a self-starter attitude with a desire to continuously improve.
- Has an inquisitive personality that enjoys puzzles, combining strong analytical and critical thinking skills with attention to detail.
- Has an ability to “stay cool” under pressure and thrive in demanding work environments.
- Has excellent written, presentation, leadership, and interpersonal communication skills.
- Is highly organized with strong project management skills.
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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 the diversity of our people strengthens our work for clients and the well-being of our company. 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.
Salary : $85,000 - $100,000
