Talent.com
Vice President, Consulting Services

Vice President, Consulting Services

Palm Tree LLCLos Angeles, CA, United States
5 days ago
Job type
  • Full-time
Job description

Consulting Services - General Employment Inquiries

Vice President – General Employment Inquiry

Don’t see an active opening that fits your background? Submit a general employment inquiry here, and we will keep your application for future openings!

What to expect when applying

  • Even if you have applied to Palm Tree in the past, you can use this portal to resubmit an updated resume, cover letter, or other information. Ourrecruiters will appropriately merge the latest information with your original application(s). And yes, we do read your cover letters!
  • Confirmation : After you submit a general employment application, you will receive an email confirming that the team has received your updated application.
  • Vetting : After your application has been reviewed and added to our active database, you will receive a second confirmation email. The timing for this step depends on current demand and hiring priorities, so we appreciate your patience if the process takes longer than expected.
  • Screening : The hiring team will then reach out to arrange an introductory call if / when an appropriate hiring opportunity arises; timing for this is also based on demand and can vary wildly.
  • Interviews : A formal interview process will be established for qualified candidates, with the timing of the process varyingdepending on our hiring priorities.
  • While we do review every application, we are unable to personally respond with feedback to every candidate. This is due to the volume of applicants. We value transparency and thank you for understanding.

Position Overview

The Vice President position at Palm Tree is a senior management role that blends strategic execution with client engagement and team development. Ideal candidates will bring 7+ years of relevant experience, including a strong background in managing consulting engagements. This role plays a pivotal part in delivering high-impact financial and operational insights to clients. Vice Presidents lead client projects, mentor junior staff, and drive firm growth through business development and thought leadership initiatives.

Responsibilities

Client Engagement

  • Lead and manage client engagements, ensuring the delivery of actionable solutions across financial, operational, and transactional challenges.
  • Oversee the design and execution of workstreams, including complex quantitative analyses and financial modeling (e.g., QoE, 13wkcf, AOPs, three-statement models, working capital assessments, financial reporting packages, dashboards, etc.).
  • Provide final quality control for client deliverables, updates, and board-level presentations.
  • Guide clients through critical decision-making processes, integration planning, and value creation initiatives.
  • Act as the primary point of contact for clients, fostering trust and long-term relationships.
  • Leadership and Team Development

  • Mentor and develop junior team members, fostering a high-performance, collaborative culture.
  • Ensure the quality and timeliness of work produced by the team, maintaining Palm Tree’s high standards of excellence.
  • Support internal training initiatives and share best practices across the firm.
  • Strategic Contributions

  • Contribute to business development efforts, including client relationship management and proposal development.
  • Identify opportunities for growth within existing client accounts and new markets.
  • Participate in firm-building initiatives, such as talent acquisition, thought leadership, and process improvement.
  • Qualifications

  • Education / Credentials : Candidates must have a bachelor's degree in accounting, finance, business, or a related discipline; a CPA or CFA qualification is considered an advantage.
  • Experience :
  • 7+ years of relevant experience in financial consulting, investment banking, private equity, or corporate / portco finance.

  • Proven track record of managing client engagements and leading teams in a client services environment.
  • Technical Skills :
  • Advanced proficiency in financial modeling and tools such as Microsoft Excel and PowerPoint.

  • Experience with BI tools or data visualization platforms is a plus.
  • 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.
  • Other Qualities We Value

  • Commitment to delivering high-quality work and continuous improvement.
  • A collaborative, team-oriented mindset with a willingness to support colleagues.
  • Proactive, self-starter attitude with a focus on innovation and problem-solving.
  • Strong alignment with Palm Tree’s core values of integrity, collaboration, and excellence.
  • Compensation and Benefits

  • Base salary of $150k-$200k, 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.
  • 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.

    ________________________________________________________________

    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.

    Who referred you to this position? Enter their first and last name here.

    Are you willing to relocate?

    What's your citizenship / employment eligibility?

    Profile URL : Desired salary

    References : Please enter names and contact information :

    Which area(s) of subject matter expertise interest you most as a consultant? (You may choose more than one.)

  • Transaction Advisory / Due Diligence Accounting / Reporting / US GAAP Finance / Modeling Operations / Performance Improvement Data / Technology M&A Capital Markets
  • With which of the following do you have professional experience?

  • AOPs 3-Statement Models Month-End Close Performance Improvement QoEs PMO 13wkcf Opening Balance Sheet Carve-Out Support Financial Dashboards M&A Financial Reporting Packages O2C / P2P Optimization Other Financial Models / Reports
  • #J-18808-Ljbffr

    Create a job alert for this search

    Vice President • Los Angeles, CA, United States

    Related jobs
    • Promoted
    Vice President, Integrated Strategy

    Vice President, Integrated Strategy

    Syneos Health / inVentiv Health Commercial LLCSanta Monica, CA, United States
    Full-time
    A seasoned strategist who sees the big picture.You're fluent in the language of healthcare, but passionate about the language of humanity. You don't just find insights; you build inspiring stories t...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President, Liquidity Business Sales

    Vice President, Liquidity Business Sales

    HSBCBeverly Hills, CA, United States
    Full-time
    Vice President, Liquidity Business Sales.Vice President, Liquidity Business Sales.In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US....Show moreLast updated: 2 days ago
    • Promoted
    Vice President for University Advancement

    Vice President for University Advancement

    InsideHigherEdAzusa, California, United States
    Full-time
    The Vice President for University Advancement is responsible for providing cohesive vision, leadership, and strategic direction to a successful university advancement strategy, with primary focus o...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President of Product

    Vice President of Product

    ConfidentialLos Angeles, CA, United States
    Full-time
    Leading media platform and database focused on the tech and venture capital intustry.Information Technology and Services. Information Technology & Services.The Company is seeking a Vice President of...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Vice President of Campaigns, Ballot Initiatives

    Vice President of Campaigns, Ballot Initiatives

    ConfidentialLos Angeles, CA, United States
    Full-time
    Vice President of Campaigns, Ballot Initiatives.Philanthropic cross-partisan political venture fund.The Company is seeking a Vice President of Campaigns : Ballot Initiatives to lead its multi-state ...Show moreLast updated: 12 hours ago
    • Promoted
    Vice President Clinical Operations

    Vice President Clinical Operations

    HardestyLLCAzusa, CA, US
    Full-time
    Our client, OneLegacy, is dedicated to providing the opportunity to improve and extend lives through organ and tissue donation for transplantation. The Vice President, Clinical Operations (VPCO) is ...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President of Strategic Partnerships

    Vice President of Strategic Partnerships

    ConfidentialLos Angeles, CA, United States
    Full-time
    Vice President of Strategic Partnerships.An innovative provider of conversational texting and AI solutions within the Marketing and Advertising industry. Founded in 2014, this privately held company...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President, Strategic Partnerships

    Vice President, Strategic Partnerships

    ConfidentialLos Angeles, CA, United States
    Full-time
    Vice President, Strategic Partnerships.Top-tier life insurance & annuity provider.The Company is seeking a Vice President, Strategic Partnerships to join their team. The successful candidate will be...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President of Revenue Cycle

    Vice President of Revenue Cycle

    Beecan HealthGlendale, CA, United States
    Full-time
    Beecan Health is seeking a Vice President of Revenue Cycle to lead and optimize the revenue cycle processes across our organization. The Vice President of Revenue Cycle is a key executive role respo...Show moreLast updated: 5 days ago
    • Promoted
    • New!
    Vice President, Product and Engineering

    Vice President, Product and Engineering

    ConfidentialLos Angeles, CA, United States
    Full-time
    Vice President, Product and Engineering.Innovative network security platform.The Company is seeking a VP of Product and Engineering to spearhead the development of a next-generation network securit...Show moreLast updated: 12 hours ago
    • Promoted
    • New!
    VP, Business Enablement, Americas

    VP, Business Enablement, Americas

    Reinsurance Group of AmericaAnaheim, CA, US
    Full-time
    Vice President, Business Enablement.RGA is a purpose-driven organization working to solve today's challenges through innovation and collaboration. A Fortune 200 Company and listed among its World's ...Show moreLast updated: 15 hours ago
    • Promoted
    Vice President of Strategic Alliances

    Vice President of Strategic Alliances

    ConfidentialLos Angeles, CA, United States
    Full-time
    Vice President of Strategic Alliances.AI-first enterprise solutions provider specializing in IT services.Information Technology and Services. The Company is in search of a Vice President of Strategi...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President, Commercial Services

    Vice President, Commercial Services

    University of Southern CaliforniaLos Angeles, CA, United States
    Full-time
    Vice President, Commercial Services page is loaded.Vice President, Commercial Services.Apply locations Los Angeles, CA - University Park Campus time type Full time posted on Posted 2 Days Ago job r...Show moreLast updated: 5 days ago
    • Promoted
    Investment Banking Vice President | Professional Services

    Investment Banking Vice President | Professional Services

    Houlihan Lokey, IncLos Angeles, CA, United States
    Full-time
    Investment Banking Vice President | Professional Services page is loaded## Investment Banking Vice President | Professional Serviceslocations : Los Angeles, CA, USAtime type : Full timeposted on : ...Show moreLast updated: 5 days ago
    • Promoted
    Vice President, Integrated Strategy

    Vice President, Integrated Strategy

    Syneos HealthSanta Monica, CA, United States
    Full-time
    A seasoned strategist who sees the big picture.You’re fluent in the language of healthcare, but passionate about the language of humanity. You don’t just find insights; you build inspiring stories t...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Banking Vice President | Professional Services

    Investment Banking Vice President | Professional Services

    Houlihan LokeyLos Angeles, CA, United States
    Full-time
    NYSE : HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations...Show moreLast updated: 5 days ago
    • Promoted
    Vice President - Asset Management

    Vice President - Asset Management

    Bridge HomesNewport Beach, CA, United States
    Full-time
    Vice President - Asset Management page is loaded## Vice President - Asset Managementlocations : Newport Beach, Californiatime type : Full timeposted on : Posted 3 Days Agojob requisition id : J...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President, Opportunistic Credit

    Vice President, Opportunistic Credit

    LGBT GreatNewport Beach, CA, United States
    Full-time
    Vice President, Opportunistic Credit • •## at### • •Description • •PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital ac...Show moreLast updated: 16 days ago