Director, Transaction Advisory Services (Healthcare)

Director, Transaction Advisory Services (Healthcare)

We are patiently seeking a dynamic team leader with deep experience in Financial Due and Quality of Earnings (QoE) reporting within the healthcare space. Prior experience in client services, particularly in Big 4 or private equity consulting, is essential. This role is ideal for someone who combines technical financial expertise with leadership skills and a proven ability to build and maintain strong client relationships.

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 position will be an add-to-staff role with room to grow.

Key Responsibilities

• Provide strategic leadership and oversight of Quality of Earning and Working Capital Adjustment engagements
• Lead the design and development of comprehensive work streams that involve complex quantitative analysis and detailed financial modeling
• Oversee the execution of detailed financial analysis, synthesizing actionable insights from both structured and unstructured data sources
• Manage the preparation and quality assurance of client deliverables, including financial models, KPI reports, gap analyses and other critical documentation
• Lead change management activities and consult on changes to team structures, business processes, or information needs
• Assist clients in integrating financial reports, processes, and other deliverables into their ongoing business operations
• Provide hands-on technical training and support, when necessary, while maintaining a high-level strategic oversight
• Facilitate client meetings, lead presentations, and guide discussions to communicate insights and recommendations effectively
• Mentor and develop mid-level and junior team members, ensuring the quality of their work, guiding them to successful outcomes with clients, and promoting their professional development
• Identify and pursue new business opportunities with existing and prospective clients participating in proposal development and identify new opportunities for the firm
• Contribute to Palm Tree's thought leadership by publishing insights, speaking at industry events, and positioning yourself as an expert in strategic finance

Qualifications & Requirements

Preferred Skills & Attributes

Compensation

The base salary for this position ranges from $200k-$225k and includes a competitive performance-based incentive 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.

Our Commitment to Diversity, Inclusion, Equity, & Access

Our 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 the diversity of our people strengthens our work for clients and the well-being of our company. 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 different backgrounds, 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.