Associate, Consulting Services; Cross-Functional

Associate, Consulting Services (Cross-Functional)

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About Palm Tree

Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree specializes in supporting private equity firms, business operators, and management teams through strategic events such as mergers, acquisitions, divestitures, carve‑outs, recapitalizations, restructurings, and performance improvement initiatives. The firm’s unique model combines the expertise of private equity, Big‑4 accounting, and investment banking, delivering actionable solutions tailored to the challenges of middle‑market businesses.

Associate

The Associate role at Palm Tree is a critical position responsible for supporting client engagements, managing work streams, and delivering high‑quality financial and operational insights. The ideal candidate for this role should have between four and six years of relevant, practical work experience. Associates collaborate closely with senior team members and clients to address complex challenges, including due diligence, financial modeling, business transformation, and M&A processes.

This position offers a unique opportunity to develop expertise across multiple facets of M&A and private equity environments.

Responsibilities

Client Engagement

• Collaborate with senior team members to execute financial and operational engagements, including due diligence, value creation, and transaction support.

• Build and refine financial models such as QOE, 13wkcf, AOPs, three‑statement models, working capital assessments, financial reporting packages, dashboards, etc.

• Develop client deliverables, including reports, presentations, and dashboards, to support strategic decision‑making.

• Analyze and synthesize data to provide actionable insights for clients.

Team Contributions

• Manage and mentor junior team members, ensuring high‑quality work and professional growth.

• Support internal training initiatives and share best practices across the firm.

• Provide regular status updates to senior team members and maintain clear communication with clients.

Strategic and Operational Support

• Assist in business development efforts, including proposal creation and client relationship management.

• Contribute to firm‑building initiatives such as talent acquisition, process improvement, and thought leadership.

Qualifications

• Education/Credentials: A bachelor’s degree in accounting, finance, business, or a similar field is necessary; a CPA or CFA designation is preferred.

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Experience:

- 4+ years of relevant professional experience in financial transaction advisory services, private equity, consulting, investment banking, restructuring, corporate/portco finance, or FP&A.
- Proven ability to lead junior staff and produce quality client results.

• Technical

Skills:

- Advanced proficiency in Microsoft Excel and PowerPoint.

- Experience with BI tools or data visualization platforms is a plus.
- Strong analytical, technical, and project management skills.

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Soft Skills:

- Initiative‑taking, motivated, and self‑starter attitude.
- Analytical and critical thinking abilities with meticulous attention to detail.
- Thrives under pressure in fast‑paced settings.
- Excellent written, verbal, and interpersonal communication skills.

Compensation And Benefits

• Base salary of $100k‑$150k, with performance/metric‑driven bonuses.

• Comprehensive benefits package, including health insurance, 401(k) with matching contributions, and unlimited paid time off.

• Hybrid work environment with access to offices in Los Angeles, Chicago, and New York.

• Opportunities for career advancement in a merit‑based, entrepreneurial culture.

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Consulting, Information Technology, and Sales

Industries

• Business Consulting and Services

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