• Manage the 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 both internal and external reporting/compliance.
• Prepare and review account reconciliations and analyses.
• Assist the Director of Finance/Operations with reporting and monthly reviews.
• Drive compliance with controls and support new process implementations to enhance Palm Tree’s control environment.
• Assist with the annual budget and quarterly forecast updates.
• Manage 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 as a key selling point.

• Bachelor’s degree in Accounting
• 3-6 years of professional accounting experience, preferably in a multi-company environment with familiarity with consolidated financial statements
  • A Big4 audit foundation in the lower-middle market with private clients is a highly preferred and transferable background
  • A valid CPA license is preferred; willingness to obtain the license is required
• Direct experience with Intacct as a GL reporting system
• Proficiency in Microsoft Excel and PowerBI
• Strong technical skills and the ability to work independently in demanding environments.
• Highly detail-oriented with strong project management skills
• Excellent written, presentation, leadership, and interpersonal communication skills
• Ability to collaborate effectively across all levels of the organization
• Supervisor experience is a plus
• Must be based in Los Angeles and willing to work in the office three days a week

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

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.