Associate, Special Projects

Company: Palm Tree
Location: El Segundo
Posted on: August 7, 2022

Job Description:

Associate, Special ProjectsAbout Palm Tree:Join an elite team of respected experts. Palm Tree is the modern M&A advisor, born out of private equity and designed for todays investment cycle. We provide our private equity and corporate clients with comprehensive financial, transactional, and operational solutions. Our model is a hybrid of consulting, investment banking, and accounting and we integrate with our clients to enable them to prepare for, respond to, and execute on strategic events.Teams at Palm Tree are led by seasoned M&A professionals who have worked in private equity, investment banking, Big Four accounting, Elite Three consulting, and business operations. Our projects are time-sensitive, demanding, and uncompromising. Our teams own the problem on behalf of our clients and bring analytical firepower, flexibility, and resiliency to deliver workable solutions. What we offer:Exposure to M&A and investment banking projects that require high levels of engagementAn entrepreneurial environment with the stability and infrastructure of an established firmHigh-performing and collegial teams throughout the organizationConnections with top private equity firms and corporationsA principled corporate culture that is demanding yet supportiveAccelerated career advancement over large, traditional firmsHighly competitive salary, bonus, and benefits structureWith 300+ engagements across 6 continents, valued at $45B+, we offer a diverse range of deal knowledge and best practices, which overlap across the entire M&A lifecycle. Who we are seeking:A high-performing finance professional with recent experience in management consulting or in the consulting groups of the Big4 who have strong financial modeling skills (3-statement models, detailed P&L and balance sheet operating models, granular revenue forecasting, etc.). Description:The Associate, Special Projects is a new role being created at Palm Tree to help executive leadership institutionalize and position the firm for its next phase of growth (doubling two more times in the next three years). The firm significantly values its culture and prefers to have its own team grow into senior roles. As such, this position has the potential to grow into a senior operational role within the organization. The Associate will report to the President and will work directly with the President, the Board, the Management Committee, and other Senior Leaders within the organization. The role will encompass strategic, financial, operational, and general functions, and can grow into a Vice President, Internal Transformation role. Responsibilities & Duties:Support strategy, scope, goals, and deliverables that drive operational transformation and scale-up. Develop scalable and impactful solutions to complex, ambiguous, and high-visibility business challenges.Collaborate with Senior Leadership to determine and prioritize operational inefficiencies and strategic solutions; then execute.Act as project management lead for assigned initiatives.Create visually compelling presentations as needed for meetings.Work on a consistently revolving set of high impact priorities and projects.Conduct and document all weekly meetings.Maintain accurate and consistent electronic files and documentation.Assists in or may be responsible for project scheduling and project decisions based upon firms objectives.Create and support adoption of KPIs to assess performance, operational effectiveness, and ROI of strategic projects.Analyze financial statement data and prepared budgets for planning and decision making.Document and analyze information and processes to solve critical business issues.Build internal and external business relationships vital to the success of operations.Assist rolling out new projects/initiatives. Desired Attributes:The ideal candidate will possess a detail-oriented, can-do attitude and have excellent project management and execution skills.2-3 years of professional experience working within a consulting firm.Strong written and verbal communication skills, ability to quickly understand complex subject matter, and great attention to detail.Excellent problem-solving skills with the ability to distill complex issues into structured frameworks and action plans.Entrepreneurial with a high tolerance for ambiguity and complexity. Additional qualities we look for in our candidates which closely align with our core values:Dedicated to showing a high quality of work and always pushing themselves, and teams, to do their bestIdentification with, and commitment to, a team first atmosphere, willing to support their teammates and learn from those around them in each engagementProactive, motivated, and a self-starter with a desire to continuously improveStrong analytical, critical thinking, and project management skills with attention to detail, and the ability to provide solution-based alternativesStrong communicators (i.e. writing, facilitating, and presenting), capable to communicate succinctly and sufficiently to all levels of client and management personnelFlexibility in the prioritization and completion of tasksAn ability to stay cool in fast-paced, demanding work environmentsAbility to maintain the highly confidential nature of information pertaining to ongoing or potential transactionKnowledge of technical accounting areas such as US GAAP and Private Company reporting PM22Powered by JazzHRPI187006575

Keywords: Palm Tree, Los Angeles , Associate, Special Projects, Other , El Segundo, California