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Vp Financial Consultant Jobs (NOW HIRING)

Berkadia

VP, Financial Analysis

Irvine, CA · On-site

$120K - $150K/yr

The VP will quarterback the deal process which includes financial modeling and underwriting, preparation of institutional-quality marketing collateral, in-depth market research and analysis, and ...

ATLAS SP

VP, Financial Reporting

New York, NY · On-site

$130K - $190K/yr

Position Overview We are seeking an experienced and detail-oriented Vice President, Financial Reporting to lead external financial reporting processes, with a strong emphasis on SEC reporting ...

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Showing results 21-40

All JobsVp Financial Consultant Jobs

Vp Financial Consultant information

See salary details

$45.5K

$103.9K

$174K

How much do vp financial consultant jobs pay per year?

As of Aug 6, 2026, the average yearly pay for vp financial consultant in the United States is $103,877.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $125,000.00 per year, depending on experience, location, and employer.

What is the difference between Vp Financial Consultant vs Financial Advisor?

AspectVp Financial ConsultantFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentCorporate, financial institutions, investment firmsIndependent, bank, or firm-based
Employer & IndustryFinancial services, banking, investment firmsWealth management, banks, independent firms
Primary FocusDeveloping financial strategies, managing portfoliosProviding personalized financial planning and advice

While both roles involve financial planning and investment management, Vp Financial Consultants typically work within corporate or institutional settings focusing on portfolio strategies, whereas Financial Advisors often work directly with individual clients to develop personalized financial plans.

What are some common challenges faced by a VP Financial Consultant when managing client portfolios?

VP Financial Consultants often encounter challenges such as balancing diverse client investment goals, navigating volatile markets, and ensuring compliance with regulatory requirements. They must stay abreast of market trends and adapt strategies quickly to protect and grow client assets. Effective communication and relationship management are key, as clients may have varying risk tolerances and expectations regarding performance. Collaborating with research teams and internal specialists also requires strong organizational skills to provide well-rounded financial solutions.

What does a VP Financial Consultant do?

A VP Financial Consultant is a senior financial advisor who works with clients to provide guidance on investments, wealth management, retirement planning, and other financial strategies. They typically manage high-value client portfolios, develop customized financial plans, and stay informed about market trends to make informed recommendations. In addition to advising clients, they may also lead teams, mentor junior consultants, and help grow the firm's client base. Their goal is to help clients achieve their financial objectives while managing risk effectively.

What are the key skills and qualifications needed to thrive as a VP Financial Consultant, and why are they important?

To thrive as a VP Financial Consultant, you need deep expertise in financial planning, investment strategies, and client portfolio management, typically supported by a bachelor’s degree in finance or a related field and relevant certifications like the CFP or CFA. Familiarity with financial analysis software, CRM platforms, and regulatory compliance systems is essential. Exceptional interpersonal skills, strategic thinking, and the ability to build trust with clients set top performers apart. These skills and qualities are crucial to delivering tailored financial solutions, fostering lasting client relationships, and driving business growth.
What cities are hiring for Vp Financial Consultant jobs? Cities with the most Vp Financial Consultant job openings:
What are the most commonly searched types of Financial Consultant jobs? The most popular types of Financial Consultant jobs are:
What states have the most Vp Financial Consultant jobs? States with the most job openings for Vp Financial Consultant jobs include:
Vp Financial Consultant jobs near you
Infographic showing various Vp Financial Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Vice President, Strategic Finance

Palm Tree

Los Angeles, CA • On-site

$100K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 days ago

Job description

Vice President - Strategic Finance ConsultingAbout 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.
The Strategic Finance Consulting team works alongside sponsors and executive leadership to strengthen financial visibility, improve forecasting rigor, and drive enterprise value creation within middle-market portfolio companies.The Vice President Position
The Vice President is a senior execution and engagement management leader within Palm Tree's Strategic Finance Consulting practice. Vice Presidents are responsible for managing day-to-day client engagements, overseeing financial workstreams, and ensuring high-quality, actionable deliverables.
This role requires strong technical financial expertise combined with the ability to manage teams, coordinate client communication, and drive engagement outcomes. Vice Presidents serve as the primary point of contact on engagements while maintaining close alignment with Directors and Managing Directors.
Unlike Accounting Advisory, which focuses on technical accounting and historical reporting, Strategic Finance Consulting centers on forward-looking financial planning, liquidity management, budgeting, forecasting, and operational performance improvement within private equity-backed environments.Core Responsibilities
Engagement Management
  • Lead day-to-day execution of client engagements
  • Manage Associates and Senior Associates across multiple workstreams
  • Coordinate timelines, deliverables, and client communications
  • Ensure quality control and consistency of financial outputs
  • Serve as primary engagement contact for CFOs and finance leaders
Financial Planning & Analysis
  • Oversee development of integrated 3-statement financial models
  • Lead construction of 13-week cash flow models and rolling 12-week liquidity forecasts
  • Drive AOP, budgeting, and forecasting processes
  • Guide scenario analysis and sensitivity modeling
  • Conduct performance diagnostics and variance analysis
Liquidity & Performance Management
  • Analyze working capital trends and cash flow drivers
  • Develop covenant and debt capacity models
  • Identify EBITDA enhancement and cost optimization opportunities
  • Improve reporting cadence, dashboards, and KPI frameworks
Client Engagement
  • Facilitate working sessions with executive leadership
  • Present financial insights and recommendations to management teams and sponsors
  • Translate complex analyses into actionable operational strategies
  • Maintain consistent communication with client stakeholders
Team Development
  • Mentor junior team members and provide structured feedback
  • Support recruiting and onboarding initiatives
  • Foster a culture of accountability and analytical rigor
Business Development Support
  • Contribute to proposal development and pitch materials
  • Identify follow-on engagement opportunities within existing clients
  • Support broader firm growth initiatives
Qualifications
  • 7+ years of experience in FP&A, corporate finance, investment banking, restructuring, private equity, or related advisory roles
  • Demonstrated engagement management experience in client-service environments
  • Experience supporting private equity-backed portfolio companies preferred
  • Advanced financial modeling expertise, including liquidity forecasting and scenario analysis
  • Experience leading budgeting, forecasting, and AOP processes
  • Strong executive communication and presentation skills
  • Ability to manage multiple concurrent engagements in fast-paced environments

CPA, CFA, or MBA credentials are viewed favorably but not required.Compensation and Benefits
  • Base salary range of $150,000-$200,000, plus performance-based incentive bonus.
  • Comprehensive medical, dental, and vision coverage.
  • Competitive 401(k) program with employer matching.
  • Hybrid work environment with access to offices in Los Angeles, Chicago, and New York.
  • Unlimited paid time off (PTO).
  • Opportunities for career advancement within a merit-based, entrepreneurial culture.

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.

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