Senior Analyst, Transaction Advisory Services
Company: Palm Tree LLC
Location: Chicago
Posted on: October 22, 2024
Job Description:
Senior Analyst, Transaction Advisory ServicesWho we are seeking:
Proven top-performing Big4 Auditors with experience in middle
market private clients who are seeking to leverage their experience
into a career in Transaction Advisory Services.About the position:
Palm Tree's roots are in Financial Due Diligence, executing its
first buy-side private equity QoE engagement in 2010. Today, the
practice remains a large, growing base for Palm Tree's revenue
streams. This is an add-to-staff position that aims to support our
continued growth. The position is geared toward high-performing
Big4 auditors and early-stage TAS professionals who are seeking to
develop a QoE skillset.Responsibilities & Duties:
- Perform basic financial-based due diligence on prospective
transactions and strategic decisions of businesses.
- Learn to identify and quantify key financial and operations
risks and evaluate business drivers/assumptions.
- Support teams with financial statement analysis, including
detailed review of income statements, balance sheets, cash flow
statements, and key operational metrics.
- Assist in creating client-facing outputs/reports and
presentations that highlight the key financial, commercial, and
strategic drivers behind financial performance, such as CIPs,
investment models, KPI dashboards, and Quality of Earnings
reports.
- Learn and support basic FP&A and modeling engagements,
including 3-statement financial and operational models.
- Help to synthesize and convert data into meaningful metrics to
analyze business performance and drivers.
- Compose and analyze detailed financial reporting packages,
operational KPIs, liquidity, and other reports.
- Assist in the construction of reports and presentations for
clients using PowerPoint, Excel, and BI technologies.
- Manage and prioritize service-based and strategic
responsibilities, including business development, through
continuous interaction with senior team members.Qualifications &
Requirements: Senior Analysts should have an undergraduate degree
in Accounting, an active CPA (or proven progress towards), and
experience with private clients in the middle market. Postgraduate
degrees are a plus but not required. Ideal Senior Analyst
candidates bring professional experience in Big4/public accounting,
with at least a full year of QoE work. In addition to demonstrating
a strong work ethic, being well organized, and being capable of
multi-tasking on more than one assignment at a time, candidates
should have sound technical skills and proficiency in Microsoft
Excel and PowerPoint; experience with data tools such as Tableau or
PowerBI is a plus.Other qualities we look for in a candidate:
- Is dedicated to delivering high-quality work products and
always pushing themselves to do their best.
- Is committed to a "team first" atmosphere and has the will to
support their teammates and learn from those around them in each
engagement.
- Is proactive, motivated, and has a self-starter attitude with a
desire to improve continuously.
- Has an inquisitive personality that enjoys puzzles, combining
strong analytical and critical thinking skills with attention to
detail.
- Has an ability to "stay cool" under pressure and thrive in
demanding work environments.
- Has excellent written, presentation, leadership, and
interpersonal communication skills.
- Is highly organized with strong project management
skills.Compensation: The base salary for this position is $100k
with a performance-based bonus. The final title and compensation
will be based on the candidate's experience and day-1 capabilities,
as determined in the interview process. In addition, Palm Tree
offers medical, dental, and vision premium coverage, a competitive
401k program, an unlimited paid time off (PTO) policy (no
formalized limits; take as needed), a robust maternity/paternity
leave program, and many other fringe benefits.*Palm Tree is a
"Hybrid" work environment; this position requires 2+ days per week
in the office. Palm Tree engagements can also require 5% - 35+%
travel with the ability to work remotely and with offices in the
L.A., Chicago, Detroit, and Dallas markets.*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, Gary , Senior Analyst, Transaction Advisory Services, Accounting, Auditing , Chicago, Indiana
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