Overview
We are seeking a Managing Director to lead our Strategic Finance practice. This individual will have a deep background in financial consulting and advisory, ideally gained from working in consulting, investment banking or private equity, with additional experience in leading a group of individuals composed of large, multi-disciplinary teams, taking responsibility for the P&L for the Strategic Finance line of business.
The candidate will lead our strategic partnership to private equity and C-level executive clients, overseeing multiple teams and client engagements, focusing on complex financial transformations and growth strategies.
This role offers a unique opportunity to drive impactful financial advisory services and significantly shape our client partnerships.
Who We Are Seeking
As a Managing Director, you will provide strategic leadership within our Strategic Finance Office of the CFO services practice, overseeing the entire Strategic Finance group, and the management of multiple client teams across various engagements.
Your focus will be on advising clients on financial modeling, FP&A, working capital optimization strategies, and capital structure optimization while developing and implementing long-term growth strategies through the Office of the CFO.
You will also be responsible for building and maintaining client relationships, growing the practice, and assuming ultimate responsibility for ensuring successful client outcomes and a healthy business performance profile for Palm Tree.
Key Responsibilities
Strategic Leadership for Clients : Oversee multiple client engagements, providing clear strategic direction, and maintaining continuous communication with senior executives.
Lead the development and implementation of financial processes, reporting structures, and business strategies for clients experiencing growth or transition.
Team Oversight : Oversee several teams delivering FP&A, financial modeling, working capital optimization strategies, and capital structure advisory.
Ensure projects are completed at the highest standard and within deadlines.
- Client Relations : Build and maintain strong relationships with private equity and their portfolio company C-suite clients, providing strategic financial advice and identifying opportunities to drive growth and improve financial performance.
- Business Development : Actively pursue new business opportunities, leading the development of plans for expanding Palm Tree’s footprint in financial consulting and growing the Strategic Finance practice.
- Thought Leadership : Contribute to industry insights by publishing white papers, speaking at industry events, and positioning the firm as a thought leader in Strategic Finance.
- Mentorship and Development : Develop and mentor senior leaders and junior team members, guiding their professional growth and ensuring the quality of their work.
- Operational Oversight : Lead the performance, development, and growth of the Strategic Finance line of business, assuming responsibility for strategic direction on service offerings, hiring plans, expanding current client relationships, and establishing new client relationships in partnership with Palm Tree leadership.
Qualifications & Requirements
- Bachelor’s degree in Finance, Accounting, or a related field required; MBA or equivalent advanced degree preferred but not required.
- 15+ years of relevant professional experience in financial consulting, FP&A, private equity, or investment banking.
- Proven experience leading multiple teams and large-scale financial engagements, particularly in private equity-backed portfolio companies or similar environments.
- Demonstrated ability to drive business growth and develop a strong book of business in financial consulting, ideally having relationships established from prior experience.
- Expertise in financial modeling, capital structure optimization, and strategic planning.
- Experience managing a P&L and taking responsibility for financial performance of a line of service or business unit.
- Strong leadership, project management, and communication skills.
- Advanced proficiency in Microsoft Excel, PowerPoint, and financial reporting tools.
- Experience working with C-suite executives and advising on complex financial strategies.
Compensation and Benefits
- Base Salary : $250k-$300k, with performance-based incentives.
- Benefits : Competitive medical, dental, vision, 401k, and unlimited PTO.
- Travel Requirements : 25% - 50% travel, with the flexibility to work remotely.
Managing Director of Cara Plus
MANAGING DIRECTOR OF CARA PLUS. The Managing Director of Cara Plus leads this team, introducing our model to partners nationwide and representing Cara’s expansion efforts within the organization. The Managing Director of Cara Plus will be instrumental in guiding us to the next phase of our growth. T...
Regional Managing Director
We care about the quality of your work, not micromanaging the exact times you’re working. ...
Managing Director - Financial Reporting & Tax Valuation
As Managing Director, Financial Reporting and Tax Valuation, you are an entrepreneurial and dynamic leader, excited to develop and grow Colliers Financial Reporting and Tax group. Manage the daily activities of real estate staff (Directors, Senior Associates, and Analysts). ...
Managing Director - Infrastructure, Data, and Operations
As CohnReznick grows, so do our career opportunities.As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!.Do you have the following skills, experience and ...
Managing Director
Our product focuses include [Multi-Family, Office, Industrial, Retail, Self-Storage, Hospitality].This role is a dynamic blend of being a trusted advisor, executing deals, developing business, and stewarding advisor team culture.You'll be the face of Greysteel in .Investment Sales teams towards new ...
Managing Director, Product Experience & Engineering Lab (Engineering and Go-to-Market)
Managing Director, Product Experience & Engineering Lab (GTM Focus). As a Managing Director/Partner in our you will focus on cultivating and supporting teams that help companies become digital in every part of their business, while mentoring the next generation of leaders at West Monroe. As a Managi...
Managing Director Business Development - Private EquityConsulting
Asa Managing Director for Business Development at Synergy ManagementGroup you will play a critical role in driving our growth withinthe private equity and venture capital industry. ...
Managing Director, Strategy Consulting
To support our accelerated growth, Stax is growing our talented team of Managing Directors. Managing Directors play a vital role within the firm and are presented with tremendous opportunities for professional development and personal growth. Managing Directors and project teams are supported by our...
Sales & Use Tax Managing Director - SALT
A STS SALT Sales & Use Tax Managing Director is responsible for advising and providing written tax advice to clients of the sales & use tax implications relating to their business objectives, evaluating alternate courses of action to lessen tax burden and cost of compliance, recognizing pote...
Managing Director of Development (CYC)
Reporting to the Vice President and Executive Director of City Year Chicago, Myetie Hamilton, the Managing Director of Development oversees all aspects of City Year Chicago’s comprehensive development strategy and implementation and is responsible for leveraging the resources, talents, and skills of...