Vice President, Data & Analytics; AI

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 partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives.

Palm Tree's Data & Analytics practice helps private equity portfolio companies and middle-market businesses build modern, insight-driven data capabilities. Our team works alongside executive leadership to design, implement, and optimize data infrastructure, AI solutions, and analytics that provide real-time visibility into operational and financial performance.

The Vice President is a senior management role within Palm Tree's Data & Analytics practice and a hands-on execution leader. This role manages analytics engagements and the teams that deliver them, designs data models and architecture that other team members build on, develops advanced AI solutions, and strengthens the practice's delivery quality and capacity.

The VP works directly with private equity sponsors, operators, and executive stakeholders to translate financial and operational questions into scalable data and AI solutions. The role combines deep technical capability in business intelligence, data modeling, and AI with a firm foundation in finance and accounting. The ideal candidate speaks the financial language expected of private equity operators, can analyze financial statements and forecasts as well as build the solutions that support them, receives direction while independently driving execution, and helps build the team's capabilities over time.

• Design scalable, interconnected data models (including dimensional and relational structures) that go well beyond single-table solutions
• Establish database-style design standards, modeling conventions, and analytics architecture best practices across engagements
• Serve as a second technical reviewer for data models and transformation logic, ensuring quality and consistency across project delivery
• Document data structures, business rules, and pipeline logic for client and internal use

• Model, validate, and reconcile financial data from ERP and accounting systems, including income statements, balance sheets, and cash flow statements
• Build and maintain forecasting, budgeting, and budget-versus-actual models that reflect how finance teams plan and track performance
• Define financial metrics precisely, including EBITDA, working capital, net debt, margins, and covenant calculations, so that data outputs align with the accounting record
• Support month-end close, reporting, and financial data quality processes in partnership with client finance teams

• Lead the development of Power BI semantic models, reports, and dashboards using Power Query, DAX, and sound data modeling practices
• Build finance-informed KPI frameworks that connect financial requirements to technical solutions
• Apply advanced Excel-based analysis to validate results, support financial modeling, and communicate with finance stakeholders
• Implement row-level security and governance controls within BI environments, and support data quality assurance

• Analyze historical performance, forecasts, and variances to identify the drivers behind results and inform operational and financial decisions
• Interpret financial statements and forecasts for private equity sponsors, operators, and management teams, translating findings…