Senior Analyst, Transaction Advisory Services

About Palm Tree
Palm Tree is a modern M&A consulting and advisory firm specializing in Financial Due Diligence, executing its first buy-side private equity Quality of Earnings (QoE) engagement in 2010. Today, this practice remains a significant and growing base for Palm Tree’s revenue streams. The firm offers a collaborative and entrepreneurial environment, providing professionals opportunities to thrive while working on high-impact M&A projects.

Position Overview
We are seeking proven top-performing Big4 auditors with experience in middle-market private clients who are eager to transition their expertise into Transaction Advisory Services. This role is designed for early-stage TAS professionals or high-performing Big4 auditors looking to develop their QoE skillset. The position supports Palm Tree’s continued growth and offers opportunities to work on impactful engagements.

Key Deliverables

• Quality of Earnings (QoE) Reports
• Financial Statement Analyses
• Client-Facing Outputs, including KPI Dashboards and Investment Models

• Financial Due Diligence: Perform basic financial-based due diligence on prospective transactions and strategic decisions of businesses.
• Risk Identification: Learn to identify and quantify key financial and operational risks while evaluating business drivers and assumptions.
• Financial Analysis: Support teams with detailed reviews of income statements, balance sheets, cash flow statements, and key operational metrics.
• Client Deliverables: Assist in creating reports and presentations that highlight financial, commercial, and strategic drivers behind financial performance.
• Modeling Engagements: Learn and support basic FP&A and modeling engagements, including 3-statement financial and operational models.
• Data Synthesis: Help synthesize and convert data into meaningful metrics to analyze business performance and drivers.
• Reporting: Compose and analyze detailed financial reporting packages, operational KPIs, and liquidity reports.
• Team Collaboration: Manage and prioritize responsibilities through continuous interaction with senior team members.
• Presentation Development: Assist in constructing reports and presentations using PowerPoint, Excel, and BI technologies.

• An undergraduate degree in Accounting is required.
• Active CPA (or demonstrated progress toward CPA certification) is required.
• Postgraduate degrees are a plus, but not required.

• Experience with private clients in the middle market.
• At least one year of QoE work experience in Big4/public accounting.

• Proficiency in Microsoft Excel and PowerPoint.
• Experience with data tools such as Tableau or Power BI is a plus.
• Strong technical skills, organizational abilities, and multitasking capabilities.

• Dedication to delivering high-quality work products.
• A “team-first” mindset with a willingness to support teammates and learn from others.
• Proactive, motivated, and self-starter attitude.
• Strong analytical and critical thinking skills combined with attention to detail.
• Ability to remain calm under pressure and thrive in demanding environments.
• Excellent written, presentation, and interpersonal communication skills.
• Highly organized with strong project management capabilities.

• Base Salary: $100k, plus a performance-based bonus.
• Medical, Dental, and Vision Coverage: Full premium coverage provided.
• 401(k) Program: Competitive offering with employer matching.
• Paid Time Off (PTO): Unlimited PTO policy.
• Parental Leave: Robust maternity/paternity leave program.
• Work Flexibility: Hybrid work environment requiring 3+ days per week in the office, with the ability to work remotely as needed.
• Travel Requirements: 5%–35% travel may be required.

Why This Role is Exciting
This role offers the opportunity to develop a strong QoE skillset, work on high-impact financial engagements, and support strategic business decisions for middle-market companies and private equity firms. With its innovative approach, collaborative culture, and commitment to professional growth, Palm Tree provides an ideal environment for professionals to thrive.

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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.

***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.