Senior Accountant

*Please kindly note that we are not presently partnering with outside recruiters or staffing agencies for this position*
Position: Senior Accountant (Internal)
Role Summary:
The Senior Accountant will play a pivotal role in Palm Tree's expanding accounting and finance team. This newly created position will work closely with Senior Leadership, serving as a key point person for the company’s accounting function. This role offers significant growth opportunities, including potential advancement to a managerial level and the ability to hire and mentor a junior accountant. Additionally, the Senior Accountant may take on the role of Financial Operating Professional for Palm Tree’s broker-dealer entity.
Responsibilities & Duties:

• Manage the general ledger, accounts payable, and accounts receivable functions.
• Analyze and manage business cash flows and bank accounts.
• Ensure accurate monthly recording of expenses.
• Facilitate timely monthly, quarterly, and annual financial closes for both internal and external reporting/compliance.
• Prepare and review account reconciliations and analyses.
• Assist the Controller with reporting and monthly reviews.
• Drive compliance with controls and support new process implementations to enhance Palm Tree’s control environment.
• Assist with the annual budget and quarterly forecast updates.
• Manage tax processes and reviews with external accountants.
• Perform special accounting analyses and projects as requested.
• Engage in ad hoc finance tasks, Excel modeling, and PowerBI projects as a key selling point.

Qualifications & Requirements:

• Bachelor’s degree in Accounting
• 4-7 years of professional accounting experience, preferably in a multi-company environment with familiarity with consolidated financial statements
  • A Big4 audit foundation in the lower-middle market with private clients is a highly preferred and transferable background
  • A valid CPA license is preferred; willingness to obtain the license is required
• Direct experience with Intacct as a GL reporting system
• Proficiency in Microsoft Excel and PowerBI
• Strong technical skills and the ability to work independently in demanding environments.
• Highly detail-oriented with strong project management skills
• Excellent written, presentation, leadership, and interpersonal communication skills
• Ability to collaborate effectively across all levels of the organization
• Supervisor experience is a plus
• Must be based in Los Angeles and willing to work in the office three days a week

Preferred Skills & Attributes:

• Strong commitment to delivering exceptional work products and consistently striving for excellence
• Collaborative team player who supports teammates and learns from peers and leaders on each engagement
• Self-motivated and proactive, with a continuous improvement mindset
• Inquisitive nature, combining analytical and critical thinking skills with meticulous attention to detail
• Ability to remain calm and effective under pressure, thriving in fast-paced, high-demand environments
• Excellent written, verbal, and presentation skills, with the ability to communicate complex ideas clearly and persuasively
• Highly organized, with strong project management capabilities and the ability to manage multiple priorities simultaneously