Vice President, Transaction Advisory Services at Palm Tree

Los Angeles, California, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Mar, 26

Salary

200000.0

Posted On

10 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Due Diligence, Quality Of Earnings, Financial Modeling, Data Analysis, Client Engagement, Team Leadership, Business Development, Accounting Adjustments, GAAP, Project Management, Analytical Skills, Communication Skills, Presentation Skills, Problem Solving, Attention To Detail, Curiosity

Industry

Business Consulting and Services

Description

Vice President – Transaction Advisory Services About Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree specializes in supporting private equity firms, business operators, and management teams through strategic events such as mergers, acquisitions, divestitures, carve-outs, recapitalizations, restructurings, and performance improvement initiatives. The firm’s unique model combines the expertise of private equity, Big-4 accounting, and investment banking, delivering actionable solutions tailored to the challenges of middle-market businesses. Position Overview The Vice President role in Transaction Advisory Services (TAS) is a senior leadership position responsible for directing financial due diligence engagements, managing teams, and serving as a trusted advisor to private equity sponsors, strategic buyers, and management teams. Ideal candidates bring 7+ years of experience in Financial Due Diligence, typically from Big-4, a national CPA firm, or a dedicated FDD practice—and have a demonstrated ability to lead complex QoE engagements, communicate directly with clients, and deliver high-quality, insight-driven analyses. Vice Presidents play a pivotal role in execution, business development, team development, and firm growth. Responsibilities Client Engagement & Execution Lead and manage end-to-end Quality of Earnings (QoE) and Working Capital Adjustment engagements. Oversee workstreams involving complex quantitative analysis, detailed financial models, and multi-layered data reviews. Review and finalize analyses across income statement, balance sheet, cash flow, net working capital, debt/debt-like items, and key operational drivers. Provide final quality control for client deliverables, including full QoE reports and diligence findings. Formulate accounting-based adjustments supported by observed trends, client discussions, and technical judgment. Guide clients on incorporating diligence findings into valuation, purchase agreements, and deal structuring. Lead diligence calls, management discussions, and financial discovery sessions to support investment decisions. Leadership & Team Development Oversee day-to-day work performed by Associates and Senior Associates; provide coaching, performance feedback, and technical guidance. Ensure high-quality execution, accuracy, and timeliness across deliverables. Support internal training initiatives and elevate best practices across the TAS team. Strategic Contributions & Business Development Support business development efforts, including proposal development, scoping conversations, and relationship cultivation. Identify opportunities to expand ongoing engagements or introduce additional Palm Tree service lines. Participate in firm-building initiatives such as recruiting, process improvement, and thought leadership. Begin building new client relationships and support expansion in strategic markets such as Dallas. Qualifications Education & Credentials Bachelor’s degree in Accounting, Finance, or related field required. MAC/MBA preferred but not required. CPA strongly preferred. Experience 7+ years of relevant experience, ideally in Financial Due Diligence within Big-4 or a comparable FDD practice. Proven success managing multiple concurrent engagements and leading teams. Strong familiarity with QoE, revenue/expense analysis, working capital reviews, and deal-related accounting issues. Technical Skills Advanced Excel and financial modeling capability. Strong understanding of financial statements, GAAP, and transaction accounting. Experience with BI tools or data manipulation technologies is a plus. Soft Skills Strong analytical and critical-thinking skills with meticulous attention to detail. Excellent written, verbal, and presentation skills. Thrives in fast-paced M&A environments with shifting priorities. Highly organized with strong project-management capabilities. Proactive, entrepreneurial mindset with a “team-first” orientation. Other Qualities We Value Commitment to high-quality work and continuous improvement. Ability to stay composed under pressure. Curiosity, problem-solving ability, and strong professional integrity. Alignment with Palm Tree’s core values: integrity, collaboration, excellence. Compensation & Benefits Base salary $175k–$200k, plus top-of-industry performance-based bonus. Medical, dental, and vision coverage, 401(k) with match, unlimited PTO, parental leave, and additional fringe benefits. Hybrid work model with access to offices in Los Angeles, Chicago, New York, Detroit, and Dallas. Travel requirements: 5%–35%, engagement-dependent. High-growth, merit-based culture with accelerated advancement. ________________________________________________________________ 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. ***PLEASE BE ADVISED THAT WE ARE NOT PRESENTLY ENGAGING OUTSIDE RECRUITERS OR HEADHUNTERS FOR THIS SEARCH.*** An unsolicited resume submission could inadvertently disqualify a candidate's application. Qualified candidates should apply directly through this portal.

Responsibilities

The Vice President will lead financial due diligence engagements and manage teams while serving as a trusted advisor to clients. Responsibilities include overseeing complex analyses, ensuring quality control of deliverables, and guiding clients on deal structuring.