Analyst/associate (transaction Advisory) (chicago) Vacancy In Palm Tree

Hiring Organization / Company: Palm Tree
Basic Salary: To Be Discussed
Employement Type: Full-Time

Job Details:

Type: Full TimeMin. Experience: Mid Level


  • Perform financial due diligence and identify key risks and evaluate business drivers
  • Analyze financial statement information including income statement, balance sheet, cash flow and key operational data.
  • Analyze net working capital, debt and debt-like items
  • Assist in creating reports (including Quality of Earnings reports) and databooks for clients that highlight the key financial, findings of potential investments as well as the drivers behind sustainable profits and cash flows
  • Help to build financial models
  • Help to synthesize and convert data into meaningful information that is used to drive discussions with target management and highlight observations and conclusions
  • Manage and prioritize responsibilities and proactively consult with senior team member
  • Assist in the general execution of engagements and maintenance of client relationships
  • Support Transitions/Transformations and M&A/Investment Banking practices as needed while proactively seeking development in these areas
  • This position is add-to-staff. Compensation will be commensurate to experience and tenure


In addition to strong technical skills and proficiency in Microsoft Excel and PowerPoint, the candidate should be or have:

  • Proactive, motivated, and a self-starter with the ability to maintain a positive attitude while working in a demanding, deadline-driven environment
  • Dedication to teamwork and constant communication with fellow team members
  • Strong analytical, critical thinking, and project management skills with attention to detail
  • Ability to provide solution-based alternatives
  • Flexibility in the prioritization and completion of tasks
  • Ability to maintain the highly confidential nature of information pertaining to ongoing or potential transactions
  • Ability to communicate (i.e., writing, facilitating, and presenting) succinctly and sufficiently to all levels of client and management personnel
  • Knowledge of technical accounting areas such as US GAAP and SEC or Private Company reporting


  • 4-year degree from a reputable business school in accounting and/or finance with an exceptional GPA and supporting accolades
  • 1-4 years of prior work experience, with time spent in Big4 or large national firm Audit and/or TAS. An active CPA license or progress towards a CPA license is highly preferred
  • A proven track record of excellence (i.e. accelerated promotional cadence, stellar reviews and evaluations, etc.)
  • A strong desire to hone one's accounting skills while developing best practices in finance/FP&A, M&A, financial modeling, and/or investment banking

Job Location Information:
City: Chicago
State: Il
Country: Us
Location: Chicago, Il

Date Posted: 2021-07-22
Job Listing No# : 64549

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