*Please kindly note that we are not presently partnering with outside recruiters or staffing agencies for this position*
Position: Senior Accountant (Internal)
Role Summary:
The Senior Accountant will play a pivotal role in Palm Tree's expanding accounting and finance team. This newly created position will work closely with Senior Leadership, serving as a key point person for the company’s accounting function. This role offers significant growth opportunities, including potential advancement to a managerial level and the ability to hire and mentor a junior accountant. Additionally, the Senior Accountant may take on the role of Financial Operating Professional for Palm Tree’s broker-dealer entity.
Responsibilities & Duties:
- Manage the general ledger, accounts payable, and accounts receivable functions.
- Analyze and manage business cash flows and bank accounts.
- Ensure accurate monthly recording of expenses.
- Facilitate timely monthly, quarterly, and annual financial closes for both internal and external reporting/compliance.
- Prepare and review account reconciliations and analyses.
- Assist the Director of Finance/Operations with reporting and monthly reviews.
- Drive compliance with controls and support new process implementations to enhance Palm Tree’s control environment.
- Assist with the annual budget and quarterly forecast updates.
- Manage tax processes and reviews with external accountants.
- Perform special accounting analyses and projects as requested.
- Engage in ad hoc finance tasks, Excel modeling, and PowerBI projects as a key selling point.
Qualifications & Requirements:
- Bachelor’s degree in Accounting
- 3-6 years of professional accounting experience, preferably in a multi-company environment with familiarity with consolidated financial statements
- A Big4 audit foundation in the lower-middle market with private clients is a highly preferred and transferable background
- A valid CPA license is preferred; willingness to obtain the license is required
- Direct experience with Intacct as a GL reporting system
- Proficiency in Microsoft Excel and PowerBI
- Strong technical skills and the ability to work independently in demanding environments.
- Highly detail-oriented with strong project management skills
- Excellent written, presentation, leadership, and interpersonal communication skills
- Ability to collaborate effectively across all levels of the organization
- Supervisor experience is a plus
- Must be based in Los Angeles and willing to work in the office three days a week
Preferred Skills & Attributes:
- Strong commitment to delivering exceptional work products and consistently striving for excellence
- Collaborative team player who supports teammates and learns from peers and leaders on each engagement
- Self-motivated and proactive, with a continuous improvement mindset
- Inquisitive nature, combining analytical and critical thinking skills with meticulous attention to detail
- Ability to remain calm and effective under pressure, thriving in fast-paced, high-demand environments
- Excellent written, verbal, and presentation skills, with the ability to communicate complex ideas clearly and persuasively
- Highly organized, with strong project management capabilities and the ability to manage multiple priorities simultaneously
Top Skills
What We Do
Palm Tree is the modern M&A advisor. 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 strategic events. Palm Tree navigates the time-sensitive, demanding, uncompromising rigors of M&A from the perspective of owners and investors.
We provide comprehensive financial, transactional, and operational solutions to our private equity and corporate clients. This gives them the advantage of experience and expertise across the full continuum of transactions, transitions, and transformations.
Our elite 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. We provide a unique opportunity for high-performing Big Four & Elite Three individuals to break into the M&A industry and experience accelerated career growth.
In addition, Palm Tree offers real-world experience internships and entry-level programs to undergraduate and graduate students and entry-level candidates. We pride ourselves on training well-rounded individuals to be prepared for a career in M&A. We provide our employees with proprietary training that leverages “best practices” from Palm Tree’s collective experience, training you on how to evaluate a business, improve a business and facilitate a transaction.
We are presently hiring in the Los Angeles, Chicago, Detroit, and Dallas markets for all experience levels within each of Palm Tree’s service lines: financial due diligence, consulting, and investment banking. If you have an interest in developing a unique skill set for the world of M&A, drawing from our direct middle market experience, don’t hesitate to reach out to us at www.palmtreellc.com/contact. We’d love to hear from you!
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