What are the responsibilities and job description for the Director, Transaction Advisory Services (Healthcare) position at Palm Tree?
We are patiently seeking a dynamic team leader with deep experience in Financial Due and Quality of Earnings (QoE) reporting within the healthcare space. Prior experience in client services, particularly in Big 4 or private equity consulting, is essential. This role is ideal for someone who combines technical financial expertise with leadership skills and a proven ability to build and maintain strong client relationships.
About the position:
Palm Tree’s roots are in Financial Due Diligence, executing its first buy-side private equity QoE engagement in 2010. Today, the practice remains a large, growing base for Palm Tree’s revenue streams. This position will be an add-to-staff role with room to grow.
Key Responsibilities:
- Provide strategic leadership and oversight of Quality of Earning and Working Capital Adjustment engagements
- Lead the design and development of comprehensive work streams that involve complex quantitative analysis and detailed financial modeling
- Oversee the execution of detailed financial analysis, synthesizing actionable insights from both structured and unstructured data sources
- Manage the preparation and quality assurance of client deliverables, including financial models, KPI reports, gap analyses and other critical documentation
- Lead change management activities and consult on changes to team structures, business processes, or information needs
- Assist clients in integrating financial reports, processes, and other deliverables into their ongoing business operations
- Provide hands-on technical training and support, when necessary, while maintaining a high-level strategic oversight
- Facilitate client meetings, lead presentations, and guide discussions to communicate insights and recommendations effectively
- Mentor and develop mid-level and junior team members, ensuring the quality of their work, guiding them to successful outcomes with clients, and promoting their professional development
- Identify and pursue new business opportunities with existing and prospective clients participating in proposal development and identify new opportunities for the firm
- Contribute to Palm Tree’s thought leadership by publishing insights, speaking at industry events, and positioning yourself as an expert in strategic finance
Qualifications & Requirements:
- Bachelor's degree in Accounting or a related field is required
- CPA (active or inactive) is required
- MAC or MBA, is helpful but not required
- A minimum of 10 years of prior work experience in Financial Due Diligence with a Big 4 Accounting firm or the equivalent;
- Proven experience and expertise in the healthcare space;
- Deep knowledge of pay/reimbursement risk and revenue cycle analysis
- Proven experience managing multiple team members across different engagements in their prior work experience.
- Proven experience working in client services or across PE-backed portfolio companies, with a strong track record of managing multiple teams and engagements
- Demonstrated ability and desire to build and maintain a book of business in the financial consulting space
- Proficient in Microsoft Excel and PowerPoint, with strong technical skills and financial acumen
- Experience in leading and developing teams, managing projects, and delivering high-quality client service
Preferred Skills & Attributes:
- Strong commitment to delivering exceptional work products and consistently striving for excellence
- Collaborative team player who supports teammates and learns from peers and leaders on each engagement
- Self-motivated and proactive, with a continuous improvement mindset
- Inquisitive nature, combining analytical and critical thinking skills with meticulous attention to detail
- Ability to remain calm and effective under pressure, thriving in fast-paced, high-demand environments
- Excellent written, verbal, and presentation skills, with the ability to communicate complex ideas clearly and persuasively
- Highly organized, with strong project management capabilities and the ability to manage multiple priorities simultaneously
Compensation:
The base salary for this position ranges from $200k-$225k and includes a competitive performance-based incentive bonus. The final title and compensation will be based on the candidate's experience and day-1 capabilities, as determined in the interview process. In addition, Palm Tree offers 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 engagements can also require 25% - 50 % travel with the ability to work remotely and with offices in the L.A., Chicago, Detroit, and Dallas markets.*
***PLEASE BE ADVISED THAT WE ARE NOT PRESENTLY ENGAGING OUTSIDE RECRUITERS OR HEADHUNTERS FOR THESE SEARCHES. PLEASE INQUIRE DIRECTLY IF INTERESTED***
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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 different backgrounds, 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 : $175,000 - $225,000
