Managing Director, Strategic Finance
Company: Palm Tree LLC
Location: Los Angeles
Posted on: October 30, 2024
Job Description:
OverviewWe are seeking a Managing Director to lead our Strategic
Finance practice. This individual will have a deep background in
financial consulting and advisory, ideally gained from working in
consulting, investment banking or private equity, with additional
experience in leading a group of individuals composed of large,
multi-disciplinary teams, taking responsibility for the P&L for
the Strategic Finance line of business. The candidate will lead our
strategic partnership to private equity and C-level executive
clients, overseeing multiple teams and client engagements, focusing
on complex financial transformations and growth strategies. This
role offers a unique opportunity to drive impactful financial
advisory services and significantly shape our client
partnerships.Who We Are SeekingAs a Managing Director, you will
provide strategic leadership within our Strategic Finance "Office
of the CFO" services practice, overseeing the entire Strategic
Finance group, and the management of multiple client teams across
various engagements. Your focus will be on advising clients on
financial modeling, FP&A, working capital optimization
strategies and capital structure optimization, while developing and
implementing long-term growth strategies through the Office of the
CFO. You will also be responsible for building and maintaining
client relationships, growing the practice, assuming ultimate
responsibility for ensuring successful client outcomes and a
healthy business performance profile for Palm Tree.Key
Responsibilities
- Strategic Leadership for Clients: Oversee multiple client
engagements, providing clear strategic direction, and maintaining
continuous communication with senior executives. Lead the
development and implementation of financial processes, reporting
structures, and business strategies for clients experiencing growth
or transition.
- Team Oversight: Oversee several teams delivering FP&A,
financial modeling, working capital optimization strategies and
capital structure advisory. Ensure projects are completed at the
highest standard and within deadlines.
- Client Relations: Build and maintain strong relationships with
private equity and their portfolio company C-suite clients,
providing strategic financial advice and identifying opportunities
to drive growth and improve financial performance.
- Business Development: Actively pursue new business
opportunities, leading the development of plans for expanding Palm
Tree's footprint in financial consulting and growing the Strategic
Finance practice.
- Thought Leadership: Contribute to industry insights by
publishing white papers, speaking at industry events, and
positioning the firm as a thought leader in Strategic Finance.
- Mentorship and Development: Develop and mentor senior leaders
and junior team members, guiding their professional growth and
ensuring the quality of their work.
- Operational Oversight: Lead the performance, development and
growth of the Strategic Finance line of business, assuming
responsibility for strategic direction on service offerings, hiring
plans, expanding current client relationships and establishing new
client relationships in partnership with Palm Tree
leadership.Qualifications & Requirements
- Bachelor's degree in Finance, Accounting, or a related field
required; MBA or equivalent advanced degree preferred but not
required.
- 15+ years of relevant professional experience in financial
consulting, FP&A, private equity, or investment banking.
- Proven experience leading multiple teams and large-scale
financial engagements, particularly in private equity-backed
portfolio companies or similar environments.
- Demonstrated ability to drive business growth and develop a
strong book of business in financial consulting, ideally having
relationships established from prior experience.
- Expertise in financial modeling, capital structure
optimization, and strategic planning.
- Experience managing a P&L and taking responsibility for
financial performance of a line of service or business unit.
- Strong leadership, project management, and communication
skills.
- Advanced proficiency in Microsoft Excel, PowerPoint, and
financial reporting tools.
- Experience working with C-suite executives and advising on
complex financial strategies.Compensation and Benefits
- Base Salary: $250k-$300k, with performance-based
incentives.
- Benefits: Competitive medical, dental, vision, 401k, and
unlimited PTO.
- Travel Requirements: 25% - 50% travel, with the flexibility to
work remotely.Our Commitment to Diversity, Inclusion, Equity, &
AccessOur 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 our work for clients and the well-being of our company are
strengthened by the diversity of our people. 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 differences in background, 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.
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Keywords: Palm Tree LLC, Diamond Bar , Managing Director, Strategic Finance, Executive , Los Angeles, California
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