Full-Time

Vice President Accounting Advisory

Palm Tree

Palm Tree

51-200 employees

Hybrid M&A advisory and accounting consultancy

Compensation Overview

$175k - $200k/yr

+ Performance-based incentive bonus

Los Angeles, CA, USA

Hybrid

Hybrid work environment with access to offices in Los Angeles, Chicago, and New York.

Bachelor's

Category
Consulting (1)
Required Skills
Financial analysis
Mergers & Acquisitions (M&A)
Excel/Numbers/Sheets

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Requirements
  • An undergraduate degree in Accounting, Finance, or a related field is required.
  • Six to eight or more years of relevant professional experience in technical accounting and financial reporting.
  • Demonstrated experience managing teams and leading multiple client engagements.
  • Experience coordinating year-end audits with external accounting firms.
  • Strong technical accounting expertise across internal and external financial reporting.
  • Strong leadership and project management skills.
  • Advanced proficiency in Microsoft Excel and PowerPoint.
  • Excellent written and verbal communication skills.
Responsibilities
  • Lead the execution of Accounting Advisory engagements across multiple clients.
  • Provide direction, management, and task delegation to Associates and other junior team members.
  • Serve as a primary point of contact with client leadership teams throughout engagements.
  • Ensure engagement timelines, deliverables, and client expectations are managed effectively.
  • Lead preparation and review of technical accounting deliverables including accounting memoranda, accounting policies, financial statement disclosures, and supporting schedules.
  • Support purchase price accounting analyses and related journal entries.
  • Assist clients in navigating complex US GAAP accounting issues and financial reporting requirements.
  • Coordinate with external auditors and assist clients in managing year-end audit processes.
  • Assess accounting and finance processes to identify opportunities for improvement in areas such as month-end close, financial reporting, automation, and internal controls.
  • Diagnose root causes of reporting inefficiencies and propose practical solutions.
  • Support implementation of improved reporting processes and finance infrastructure.
  • Review and finalize analyses of financial and operational data including KPIs, cash flow, net working capital, and debt items.
  • Manage investigation and question-and-answer processes related to key financial statement fluctuations.
  • Translate financial reporting insights into operational recommendations.
  • Lead meetings and conference calls related to financial reporting, operational discovery, and change management initiatives.
  • Guide clients in integrating Palm Tree’s reports, processes, and financial frameworks into ongoing business operations.
  • Communicate engagement progress and key findings to senior leadership and internal stakeholders.
  • Train, mentor, and develop junior team members.
  • Manage multiple team members across concurrent engagements.
  • Support proposal development and new client opportunities.
  • Participate in business development activities and help expand Palm Tree’s client relationships.
Desired Qualifications
  • An active certified public accountant license is strongly preferred.
  • Prior experience in public accounting, particularly in a Big Four or national firm audit practice, is strongly preferred.
  • Experience in accounting advisory, transaction accounting, or corporate accounting/finance roles is preferred.
  • Experience with purchase accounting and transaction accounting.
  • Experience with complex debt and equity instruments.
  • Experience with derivatives and financial instruments.
  • Experience with stock-based compensation.
  • Experience with revenue recognition.
  • Experience with lease accounting.
  • An interest in private equity, mergers and acquisitions, and transaction-driven environments.

Palm Tree provides M&A advisory services by blending accounting consultancy with investment banking. It helps clients with financial, operational, and investment solutions, guiding owners and investors through time-sensitive dealmaking and strategic transitions. The team leverages experience from private equity to cover the full continuum of transactions, transitions, and transformations, offering a hands-on, end-to-end approach rather than a narrow, one-off service. Unlike strictly a traditional bank or consultancy, Palm Tree combines rigorous financial advisory with operational insight to support value creation across the deal lifecycle. The goal is to help clients achieve favorable deal outcomes and smooth, value-driving transitions.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

El Segundo, California

Founded

2010

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Simplify Jobs

Simplify's Take

What believers are saying

  • Palm Tree promoted 16 professionals on March 11, 2026, signaling retained internal bench depth.
  • Palm Tree advised TalentSmart's Northstar Capital refinancing in 2026, showing sponsor relevance.
  • Palm Tree Securities advised Sun Mountain Sports on new credit facilities on March 3, 2026.

What critics are saying

  • Houlihan Lokey and Piper Sandler outscale Palm Tree, pressuring mandates and pricing through 2026.
  • Palm Tree Securities faces FINRA and broker-dealer compliance exposure on every capital-raising assignment.
  • A rainmaker exit from Stephen Rossi or Pardis Nasseri would immediately break Palm Tree's client flow.

What makes Palm Tree unique

  • Palm Tree combines investment banking, accounting advisory, and operations consulting under one platform.
  • Palm Tree Securities closed DMS's Voltava transaction on March 10, 2026.
  • Palm Tree won two M&A Advisor honors on August 25, 2026.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

401(k) Retirement Plan

401(k) Company Match

Hybrid Work Options

Paid Holidays

Company News

PR Newswire
Aug 1st, 2024
Palm Tree Llc Announces Expansion Of Operations Consulting

Nick Fedorchak to Head Operations; Chris Nichols Joins as Principal to Bolster ExpansionLOS ANGELES, Aug. 1, 2024 /PRNewswire/ -- Palm Tree LLC ("Palm Tree"), the modern M&A advisor providing integrated financial, operational, and investment banking services to middle-market businesses, is excited to announce the expansion of its Operations Consulting practice with Nick Fedorchak appointed as the head of the practice. This move is part of Palm Tree's commitment to supporting the Office of the COO with expert operations professionals dedicated to enhancing enterprise value, efficiency, and effectiveness.Nick Fedorchak will lead Operations Consulting at Palm Tree.With his extensive experience and leadership, Nick Fedorchak will spearhead Operations Consulting, focusing on driving operational improvements and strategic transformations for clients. Chris Nichols joins the team as Principal, bringing over 20 years of experience in operations management, Lean methodologies, and supply chain management. Nick's appointment and Chris's strategic hire highlight Palm Tree's dedication to strengthening its operations consulting services."I'm thrilled to have the opportunity to lead and grow Palm Tree's operational offerings for our private equity and corporate clients," said Nick Fedorchak, Director and Head of Operational Consulting at Palm Tree. "Additionally, Chris's expertise in improving operational efficiencies makes him a perfect fit for our team, and I'm confident his addition will significantly strengthen our ability to deliver exceptional value through enhanced operational performance."Mitchel Nakken, Senior Managing Director and Co-Head of Consulting at Palm Tree, said, "We are excited to welcome Chris to Palm Tree

PR Newswire
Apr 16th, 2024
Palm Tree Advises Datamatics In Its Acquisition Of Dextara Digital

Acquisition Allows Datamatics to Expand its Salesforce Domain ExpertiseLOS ANGELES, April 16, 2024 /PRNewswire/ -- Palm Tree LLC ("Palm Tree"), the modern M&A advisor that provides integrated investment banking and consulting services for private equity firms and businesses worldwide, is pleased to announce its Investment Banking division has successfully advised Datamatics, a leading global Digital Technologies, Operations, and Experiences company, on its acquisition of Dextara Digital, a premier provider of Salesforce services. The acquisition will allow Datamatics to expand its capabilities in the Salesforce ecosystem, enabling it to tap into the growing Salesforce market while further strengthening its position as a leading Digital Technologies provider.Dextara Digital is a Salesforce Summit (Platinum) Consulting and ISV partner and has more than 250 Salesforce certifications. With a stellar 5-star rating in the Salesforce partner ecosystem, Dextara Digital has garnered a reputation for delivering innovative solutions that are tailored to the unique needs of customers across various industries. The company has worked on over 600 Salesforce projects for more than 150 global customers. Additionally, Dextara Digital has developed purpose-built products such as Dextara CPQ, DXHealth+, and DXTemplates, all available on Salesforce AppExchange.Palm Tree Advises Datamatics in its Acquisition of Dextara Digital Post this"We're thrilled with the successful acquisition of Dextara Digital by Datamatics. Our team's in-depth understanding of the sector and our extensive industry relationships played a pivotal role in facilitating this strategic move," said Stephen Rossi, Senior Managing Director and Head of Investment Banking at Palm Tree

Consulting.us
Apr 8th, 2024
Palm Tree hires Britton Woolf as managing director for transaction advisory

Palm Tree hires Britton Woolf as managing director for transaction advisory.

Business Wire
Apr 2nd, 2024
Palm Tree Names Britton Woolf As Managing Director, Transaction Advisory Services

LOS ANGELES--(BUSINESS WIRE)--Palm Tree LLC (“Palm Tree”), the modern MA advisor providing integrated investment banking and financial consulting services to middle market businesses, today announced the appointment of Britton Woolf as Managing Director leading its Transaction Advisory Services discipline. In this role, Mr. Woolf will apply his extensive financial due diligence experience to lead teams advising both private equity firms and corporate clients through strategic events. “Britton's wealth of expertise in buy-side diligence, complemented by his significant experience in providing sell-side and carve-out transaction support, makes him a valuable addition to our leadership team in the current MA landscape,” stated Chris Felderman, Senior Managing Director Co-Head of Consulting at Palm Tree. “We are excited to leverage his prior experience at large, world-class organizations to enhance our industry insights and bolster transaction discipline at Palm Tree as we pursue further growth and expansion. Britton’s role will be instrumental in advancing Palm Tree’s commitment to serving as a value-creation partner to our clients.”

Business Wire
Mar 12th, 2024
Palm Tree Names Michael Schall As A Strategic Industry Advisor For Investment Banking Operations

LOS ANGELES--(BUSINESS WIRE)--Palm Tree LLC (“Palm Tree”), the modern M&A advisor providing integrated investment banking and financial consulting services to middle market businesses, today announced Michael Schall as a strategic industry advisor on the Consumer Packaged Goods (CPG) and Food & Beverage (F&B) industries for its investment banking operations.Mr. Schall will utilize his more than four decades of leadership experience in branded and natural foods, food technology, emerging brands, and retail grocery merchandising to aid in the growth of Palm Tree’s CPG and F&B related investment banking activities. He will advise Palm Tree’s efforts at servicing this critical industry, work to strengthen its relationships and connections with companies in this saturated market, and help the firm source relevant transaction mandates in the wide-reaching sector.“Michael is uniquely qualified to advise on growth efforts within this comprehensive industry, given his extensive experience within CPG and F&B-focused operations spanning over 40 years. We look forward to the industry insight he can provide for the firm as we continue to pursue our business evolution and transformational goals in these highly competitive market segments," said Stephen Rossi, Senior Managing Director and Head of Investment Banking at Palm Tree.Mr. Schall was recently appointed Senior Managing Director of the Costa Rica-based family office of Nacascolo Holdings. He previously served as President of Pod Foods, an asset-light disruptor to traditional wholesale grocery distributors