Vice President, Data & Analytics

About Palm Tree
Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services. Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives.
Palm Tree's Data & Analytics practice helps private equity portfolio companies and middle-market businesses build modern, insight-driven data capabilities. Our team works alongside executive leadership to design, implement, and optimize data infrastructure and analytics solutions that provide real-time visibility into operational and financial performance.

The Role
We are looking for someone equally comfortable in a trial balance and a Power BI model. This is a hands-on leadership role in Palm Tree's Data & Analytics practice: you will design the data models behind our engagements, lead the teams that build them, and work directly with CFOs and operators to turn financial and operational questions into reporting they can run the business on.
Our clients are private equity portfolio companies and middle-market businesses, often in the middle of an acquisition, carve-out, or integration. That means real deadlines, source data from more than one system, and finance stakeholders who will check your numbers. Level (VP or SVP) will be set by experience.

What You'll Do

• Design multi-table data models and Power BI semantic models (Power Query, DAX) that tie operational data back to the general ledger
• Build finance reporting and KPI frameworks, from the P&L and balance sheet to adjusted EBITDA, working capital, and budget versus actual
• Reconcile and validate results against the books, using Excel and SQL, before anything reaches a client
• Lead working sessions and presentations with CFOs, controllers, and operating leaders, and turn their questions into clear requirements
• Own analytics workstreams from scoping through delivery, including timelines, quality, and engagement economics
• Review the team's models and logic, set modeling standards, and mentor junior team members so quality scales across the practice
• Find practical ways to use AI tools to speed up analysis and development, within client confidentiality requirements

Who We're Looking For
We know this combination is uncommon. If you are strong in both finance and BI, we would like to hear from you even if you do not match every line below.

• 7+ years combined across finance, accounting, FP&A, and BI or analytics roles
• Hands-on Power BI experience with real data modeling: multi-table models, DAX, and Power Query
• Working SQL, including joins, CTEs, and window functions
• A finance or accounting background, or deep experience building finance reporting: you know how a general ledger is structured and how the three statements connect
• Experience working directly with executives or clients, and some experience leading or mentoring others

Nice to Have

• CPA, or Microsoft PL-300 or DP-600 certification
• Azure, Microsoft Fabric, Snowflake, Azure Data Factory, or dbt
• Python for data transformation or automation
• Private equity, portfolio company, or M&A transaction experience
• ERP experience such as NetSuite, Microsoft Dynamics, Sage Intacct, or AS/400

Compensation and Benefits

• Base salary range of $150k-$200k, with industry-competitive performance-based bonus and other incentives
• Comprehensive benefits package including medical, dental, and vision insurance
• Competitive 401(k) program with employer matching contributions
• Hybrid work environment
• Unlimited paid time off (PTO)
• Opportunities for career advancement within a merit-based, entrepreneurial culture

Palm Tree is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other status protected by law.

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What to Expect When Applying

Whether this is your first time applying to Palm Tree or you’ve connected with us before, you are welcome to use this portal to submit an updated résumé, cover letter, or other materials. Our recruiting team will thoughtfully incorporate your most recent information into your existing application profile. And yes—we do read cover letters. In fact, the cover letter is a great place to demonstrate why you're qualified for a position, even if you do not meet all requirements.

Application Confirmation
After submitting your application, you will receive an email confirming that we’ve received your materials.

Initial Review
Once your application has been reviewed and added to our active candidate database, you will receive a second confirmation email. Timing for this step can vary based on current hiring needs and priorities, so we appreciate your patience.

Note: If a role is marked as an “immediate” opening, the posting will typically outline specific timelines for each stage of the process, including a potential start date.

Screening
If and when a suitable opportunity arises, a member of our hiring team will reach out to schedule an introductory conversation. The timing of this step is demand-driven and can vary.

Interviews
Qualified candidates will be invited into a formal interview process. As with earlier stages, timing may vary depending on hiring priorities and role requirements.

While we do carefully review every application, we are unable to provide individual feedback to all candidates due to application volume. We value transparency and sincerely appreciate your understanding.

Important Notice
Palm Tree is not currently engaging outside recruiters or headhunters for this search. Unsolicited résumé submissions from third parties may inadvertently disqualify a candidate. All interested and qualified candidates should apply directly through this portal.