Job Description: Director, Strategic Finance

About Palm Tree
Palm Tree is a modern M&A consulting and advisory firm that integrates financial and operational consulting with investment banking services. The firm specializes in delivering actionable solutions that power transactions, transitions, and transformations for private equity firms and businesses. Recognized as one of LA’s top-rated workplaces, Palm Tree offers a collaborative and entrepreneurial environment where professionals thrive while working on high-impact M&A projects.

Position Overview
We are looking for a dynamic leader to join our Strategic Finance practice. The ideal candidate has a strong background in financial modeling, reporting, and processes, gained from consulting, private equity, or similar environments. This role is ideal for an individual with substantial FP&A experience who has served as a strategic partner to C-level executives during periods of growth or transition. Prior experience in client services, particularly in Big 4 or similar consulting firms, is required. If you have a blend of technical financial expertise, leadership skills, and a proven ability to foster client relationships, we encourage you to apply.

As a Director the Strategic Finance group, you will lead our “Office of the CFO” practice, overseeing teams that deliver complex FP&A analyses, financial modeling, and capital structure optimization. This role offers the opportunity to shape strategic business decisions, lead high-impact engagements, and play a vital role in our clients’ success.

Key Deliverables:

• 13-Week Cash Flow Models
• Annual Operating Plans (AOPs)
• Management Discussion and Analysis (MD&A) Tools

• Strategic Leadership: Guide project teams and maintain consistent communication with clients.
• Financial Expertise: Lead the design and execution of detailed financial models and quantitative analyses.
• Client Engagement: Facilitate meetings, present insights, and provide actionable recommendations.
• Change Management: Consult on restructuring team processes and business operations.
• Team Development: Mentor and develop junior and mid-level team members.
• Business Development: Identify and pursue new business opportunities, contributing to Palm Tree’s growth.
• Thought Leadership: Publish insights, speak at industry events, and position yourself as an expert in strategic finance.

• Bachelor’s degree in Finance, Accounting, or a related field (Master’s degree preferred).

• 10+ years in FP&A, corporate finance, investment banking, restructuring, or private equity.
• Proven track record in client services or PE-backed portfolio companies.

• Proficiency in Microsoft Excel and PowerPoint.
• Strong financial acumen and technical expertise.
• Exceptional leadership and project management capabilities.

• Collaborative mindset, self-motivation, and a commitment to excellence.
• Ability to thrive under pressure in fast-paced environments.
• Strong analytical and critical thinking skills.
• Excellent communication and presentation abilities.
• Highly organized with the ability to manage multiple priorities.
• Inquisitive and proactive approach to problem-solving.

• $200k–$225k, plus a performance-based incentive bonus.

• Medical, dental, and vision premium coverage.
• Competitive 401k program.
• Unlimited paid time off (PTO).
• Robust maternity/paternity leave program.
• Flexibility to work remotely or in-office (L.A., Chicago, Detroit, Dallas).

Travel

• 25%–50% travel may be required.

Why This Role is Exciting
This role at Palm Tree offers a unique opportunity to lead high-impact financial engagements, shape strategic business decisions, and contribute to the success of middle-market companies and private equity firms. With its innovative approach, collaborative culture, and commitment to professional growth, Palm Tree is the perfect place for seasoned finance 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.