Vice President / Senior Vice President, Data & AnalyticsThe RoleWe 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 ForWe 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
