Vice President, Transaction Advisory Services

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.

Vice President, Transaction Advisory Services (TAS)

The Vice President role in Transaction Advisory Services (TAS) is a senior leadership position responsible for directing financial due diligence engagements, managing teams, and serving as a trusted advisor to private equity sponsors, strategic buyers, and management teams.

• 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.

Pay

Base salary $150k–$200k, plus top-of-industry performance-based bonus.

Schedule

Hybrid work model with access to offices in Los Angeles, Chicago, New York, Detroit, and Dallas.

Benefits

• Medical, dental, and vision coverage.
• 401(k) with match.
• Unlimited PTO.
• Parental leave.
• Additional fringe benefits.

Qualifications

• 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.