Vice President, Transaction Advisory Services

• 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.

• 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.

• 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.

• Bachelor’s degree in Accounting, Finance, or related field required.
• MAC/MBA preferred but not required.
• CPA strongly preferred.

• 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.

• 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.

• 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.

• 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.

• 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.

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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.

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