Role OverviewThe Vice President is a senior management role within Palm Tree's Data & Analytics practice, managing analytics engagements and teams, designing data models, and developing advanced AI solutions.
What You Will Do
The role combines deep technical capability in business intelligence, data modeling, and AI with a firm foundation in finance and accounting, translating financial and operational questions into scalable data and AI solutions.
Why It Might Be a Fit
The ideal candidate speaks the financial language expected of private equity operators, can analyze financial statements and forecasts, and has experience working directly with private equity sponsors, business stakeholders, and senior leaders.
Requirements
- Bachelor's degree in accounting, finance, business, or a similar field
- 7+ years of relevant professional experience in financial transaction advisory, private equity, consulting, investment banking, restructuring, corporate or portfolio company finance, FP&A, or business intelligence
- Proven ability to lead junior staff and produce quality client results
- Prior experience managing, leading, or supporting a team
- Strong foundation in finance and accounting, with fluency in financial statements, forecasts, budgets, and the financial language used by private equity operators
- Ability to analyze financial statements and forecasts, identify performance drivers, and communicate conclusions to sponsors and management
- Understanding of accounting principles and close processes, and the ability to work with financial data at the detail level required for accurate reporting
- Experience combining data and analytics skills with finance-related knowledge; finance or accounting background highly desirable
- Familiarity with finance concepts and business processes, with the ability to bridge financial requirements and technical solutions
- Strong BI background with hands-on expertise in Power BI, Power Query, DAX, and data modeling
- Demonstrated experience building scalable, multi-table data structures and interconnected models, with a working understanding of database design principles
- Strong SQL proficiency, including CTEs, window functions, subqueries, and complex joins
- Advanced proficiency in Microsoft Excel and PowerPoint
- Demonstrated experience developing AI solutions, including AI agents, custom GPTs, or Copilot-based tools
- Experience with AI-related tools and workflows, and the judgment to determine where AI adds practical value
- Professional Attributes: Experience working directly with private equity sponsors, business stakeholders, and senior leaders in client-facing environments, Strong analytical thinking and problem decomposition skills, Initiative-taking, motivated, and self-starter attitude, Meticulous attention to detail and the ability to thrive under pressure in fast-paced settings, Excellent written, verbal, and interpersonal communication skills, with the ability to engage decision makers across functions, Demonstrated business-partner mindset
Benefits
- Base salary range of $150,000 - $200,000
- Comprehensive benefits package including medical, dental, and vision insurance
- Competitive 401(k) program with employer matching contributions
- Hybrid work environment with access to offices in Los Angeles, Chicago, and New York
- Unlimited paid time off (PTO)
- Opportunities for career advancement within a merit-based, entrepreneurial culture
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