Director, Strategic Finance
Salary undisclosed
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Who We Are Seeking
We are looking for a dynamic team leader for our Strategic Finance practice with a strong background in financial modeling, reporting and processes, ideally gained from a career in consulting, private equity or a similar environment. The ideal candidate will have substantial experience in FP&A and have served as a strategic business partner to C-level executives in helping manage a company experiencing growth or a transition. Prior experience in client services, particularly in Big 4 or a similar consulting firm, is highly desirable. This role is ideal for someone who combines technical financial expertise with leadership skills, and a proven ability to build and maintain strong client relationships.
About The Position
As a Director, you will be a key player within our “Office of the CFO” practice, leading the Strategic Finance group. You will oversee teams delivering complex FP&A analyses, financial modeling, capital structure optimization, and other advisory services. Engagement deliverables may include 13-week cash flow models, Annual Operating Plans (AOPs), and other Management Discussion and Analysis (MD&A) tools to provide key financial and operating information for decision-makers to improve their businesses. This position offers a unique opportunity to lead high-impact financial engagements, shape strategic business decisions, and play a vital role in our clients' success. If you are a seasoned finance professional with a passion for leadership and client service, we invite you to apply.
Key Responsibilities
The base salary for this position ranges from $200k-$225k and includes a competitive performance-based incentive bonus. The final title and compensation will be based on the candidate's experience and day-1 capabilities, as determined in the interview process. In addition, Palm Tree offers medical, dental, and vision premium coverage, a competitive 401k program, an unlimited paid time off (PTO) policy (no formalized limits; take as needed), a robust maternity/paternity leave program, and many other fringe benefits.
*Palm Tree is a "Hybrid" work environment; this position requires 2+ days per week in the office. Palm Tree engagements can also require 25% - 50+% travel with the ability to work remotely and with offices in the L.A., Chicago, Detroit, and Dallas markets.*
We are looking for a dynamic team leader for our Strategic Finance practice with a strong background in financial modeling, reporting and processes, ideally gained from a career in consulting, private equity or a similar environment. The ideal candidate will have substantial experience in FP&A and have served as a strategic business partner to C-level executives in helping manage a company experiencing growth or a transition. Prior experience in client services, particularly in Big 4 or a similar consulting firm, is highly desirable. This role is ideal for someone who combines technical financial expertise with leadership skills, and a proven ability to build and maintain strong client relationships.
About The Position
As a Director, you will be a key player within our “Office of the CFO” practice, leading the Strategic Finance group. You will oversee teams delivering complex FP&A analyses, financial modeling, capital structure optimization, and other advisory services. Engagement deliverables may include 13-week cash flow models, Annual Operating Plans (AOPs), and other Management Discussion and Analysis (MD&A) tools to provide key financial and operating information for decision-makers to improve their businesses. This position offers a unique opportunity to lead high-impact financial engagements, shape strategic business decisions, and play a vital role in our clients' success. If you are a seasoned finance professional with a passion for leadership and client service, we invite you to apply.
Key Responsibilities
- Provide strategic leadership and oversight of client engagements, guiding project teams with clear direction and maintaining consistent communication with clients
- Lead the design and development of comprehensive work streams that involve complex quantitative analysis and detailed financial modeling
- Oversee the execution of detailed financial analysis, synthesizing actionable insights from both structured and unstructured data sources
- Manage the preparation and quality assurance of client deliverables, including financial models, KPI reports, gap analyses and other critical documentation
- Lead change management activities and consult on changes to team structures, business processes, or information needs
- Assist clients in integrating financial reports, processes, and other deliverables into their ongoing business operations
- Provide hands-on technical training and support, when necessary, while maintaining a high-level strategic oversight
- Facilitate client meetings, lead presentations, and guide discussions to communicate insights and recommendations effectively
- Mentor and develop mid-level and junior team members, ensuring the quality of their work, guiding them to successful outcomes with clients and promoting their professional development
- Identify and pursue new business opportunities within existing and prospective clients participating in proposal development and identifying new opportunities for the firm
- Contribute to Palm Tree’s thought leadership by publishing insights, speaking at industry events, and positioning yourself as an expert in strategic finance
- Bachelor's degree in Finance, Accounting or a related field is required; a Master’s degree, such as MAC or MBA, is preferred
- A minimum of 10+ years of relevant professional experience in middle-market FP&A, corporate finance, investment banking, restructuring, or private equity
- Proven experience working in client services or across PE-backed portfolio companies, with a strong track record of managing multiple teams and engagements
- Demonstrated ability and desire to build and maintain a book of business in the financial consulting space
- Proficient in Microsoft Excel and PowerPoint, with strong technical skills and financial acumen
- Experience in leading and developing teams, managing projects, and delivering high-quality client service
- 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
The base salary for this position ranges from $200k-$225k and includes a competitive performance-based incentive bonus. The final title and compensation will be based on the candidate's experience and day-1 capabilities, as determined in the interview process. In addition, Palm Tree offers medical, dental, and vision premium coverage, a competitive 401k program, an unlimited paid time off (PTO) policy (no formalized limits; take as needed), a robust maternity/paternity leave program, and many other fringe benefits.
*Palm Tree is a "Hybrid" work environment; this position requires 2+ days per week in the office. Palm Tree engagements can also require 25% - 50+% travel with the ability to work remotely and with offices in the L.A., Chicago, Detroit, and Dallas markets.*
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