Human Resources Generalist

Human Resources Generalist, Talent Management
At Palm Tree we believe in embracing a positive culture that values both professional excellence and a well-deserved break. As the holiday season approaches, we're excited to announce that Palm Tree will be shutting down and unplugging to savor the joyous moments with family and friends.
But here's the good news—while we're taking a brief hiatus to recharge, we invite you to seize this opportune moment to apply and become a part of our dynamic, growing team. The week of January 8th marks our return, and we'll be diving into the exciting task of reviewing candidates promptly. If you're ready to embark on a new and rewarding journey with a firm that values both work and play, Palm Tree is the place to be.
Apply now, and let's make 2024 a year of growth, opportunities, and shared success at Palm Tree!
 

About Palm Tree: 

Join an elite team of respected experts who approach the needs of M&A differently, in a demanding, yet supportive and collaborative culture. Founded in 2010, Palm Tree is the modern M&A advisor. We are the single source for integrated investment banking and financial consulting services that enable businesses to better prepare for and execute on transactions, transitions, and transformations.  

Palm Tree approaches strategic events from the perspectives of owners and operators. Our processes and deliverables enable our clients to make critical business decisions efficiently and to create value in strategic events. Strategic events include mergers, acquisitions, divestitures, carve-outs, recapitalizations, refinancings, restructurings, and growth and performance improvement initiatives. 

We were born out of private equity. It gives us the resilience, flexibility, and perspective of owners and operators. Our team comes from private equity, Big-4 accounting, investment banking, and business operations experience. We understand the time-sensitive, uncompromising demands of M&A to deliver advantageous outcomes for private equity firms and business operators alike. 
 

What we offer: 

• Accelerated, merit-based career advancement compared with more rigid, bureaucratic firms 
• An opportunity to have an impact with a rapidly scaling, entrepreneurial, collaborative culture centered on growing people’s skills inside of fast-paced M&A environments 
• Working with top private equity firms, M&A advisors, and corporations 
• Experience with multiple facets of M&A and investment banking projects that require engagement and communication at all levels of the organization 
• A principled culture that lives its core values through the actions of the firm and its individuals 
• High-performing yet supportive and interconnected teams throughout the organization 
• Highly competitive salary, bonus, and benefits structure 
• A flexible, hybrid work environment with access to open office plans in strategic markets 

Who we are seeking: 

• Proven experience in HR coordination or a similar role, ideally within a professional service firm
• Demonstrated understanding of HR policies, procedures, and employment laws 
• Previous exposure to benefits administration, compliance management, and employee relations 
• Highly motivated, self-starter individual looking to progress their career in Talent and Human Resources 

About the position: 

This position is best suited for a highly driven individual with prior Human Resources experience seeking career growth outside their comfort zone. The Human Resources Generalist will play a vital role in supporting a rapidly growing professional services organization, supporting the Director of Talent Management in ensuring compliance with policies and regulations and providing administrative support to the Human Resources department.  

This position requires a detail-oriented individual with excellent organizational and communication skills, a strong understanding and adherence to process, and the ability to maintain confidentiality in handling sensitive information to enforce effective, scalable business processes across all functions. 

Responsibilities & Duties:

• Compliance and Policy Implementation: 
  • Stay abreast of local, state, and federal employment laws and regulations 
  • Assist in the development, communication, and implementation of HR policies and procedures 
  • Maintain accurate and up-to-date employee records, ensuring compliance with record-keeping requirements 
  • Support the Director of Talent Management in conducting regular audits to ensure compliance with internal policies and external regulations 
  • Support in collaboration with legal resources to address any compliance concerns. 
• Administrative Support: 
  • Actively manage HRIS (Human Resources Information System) data entry, ensuring accuracy and completeness of employee records
  • ​​​​​​​Assist in the preparation and distribution of HR-related documents, such as offer letters, contracts, performance reviews, and employee handbooks
  • Handle the logistics of new employee orientations and onboarding processes 
• Employee Relations: 
  • Act as a first point of contact for employee inquiries regarding HR policies, benefits, and procedures 
  • Assist in resolving employee relations issues by conducting initial investigations and providing support to the Director of Talent Management 
  • Maintain open communication channels to foster a positive work environment 
• Benefits Administration: 
  • Support the administration of employee benefit programs, including health insurance, retirement plans, and other perks 
  • ​​​​​​​Assist employees with benefit-related inquiries and coordinate open enrollment processes 
• Performance Management/Training and Development: 
  • Support the performance review process by tracking timelines, collating feedback, and assisting in the preparation of performance documentation 
  • ​​​​​​​Help ensure consistency in the application of performance management processes 
  • Assist with coordinating training initiatives and development programs for employees 
  • Help ensure certifications training records are up to date  
  • Track employee participation in various learning opportunities. 
• Reporting and Special Projects: 
  • Generate reports as needed for HR metrics, compliance audits, and other analyses 
  • Assist in the planning and execution of special HR projects and initiatives 
  • ​​​​​​​Support in the collaboration with cross-functional teams to achieve HR-related objectives 

Qualifications & Requirements: 

• Human Resources, Business Administration or related degree (Bachelor’s degree required) 

• 3 - 5 years of prior Human Resources or related work experience 

• HR credentials or a demonstrated interest in obtaining credentials are preferred (SHRM-CP, SHRM-SCP, PHR, or SPHR) 

• Strong understanding of Human Resources policies, concepts, procedures and employment laws 

• Strong skills with HRIS systems (BambooHR, Gusto), Microsoft Office (Excel, Word, PowerPoint, etc) and ERP systems (Sage Intacct experience highly preferred) 

• Proactive, responsive, motivated, and a self-starter with the ability to work in a demanding environment 

• Strong analytical and critical thinking skills, with attention to detail 

• Excellent written, presentation, leadership, and interpersonal communication skills 

• Highly organized with strong project management skills and ability to handle sensitive and confidential information with the highest discretion 

• Ability to function well in a team-oriented environment 

Other qualities we look for in a candidate: 

• Is dedicated to delivering high-quality work products and always pushing themselves to do their best 

• Is committed to a “team first” atmosphere and has the will to support their teammates and learn from those around them in each engagement 

• Is proactive, motivated, and has a self-starter attitude with a desire to improve continuously 

• Has an inquisitive personality that enjoys puzzles, combining strong analytical and critical thinking skills with attention to detail 

• Has an ability to “stay cool” under pressure and thrive in demanding, high-growth work environments 

• Has excellent written, presentation, leadership, and interpersonal communications skills 

• Is highly organized with strong project management skills 

Our Commitment to Diversity, Inclusion, Equity, & Access 

Our people are our greatest asset. 

As skilled professionals faced with complex challenges, we value unique and creative ideas that help us grow stronger, smarter, and more adaptable for tomorrow. At Palm Tree, we view inclusion, diversity, equity, and access as critical to achieving excellence and belonging to foster an authentic culture where creative solutions flourish.  

We believe that our work for clients and the well-being of our company are strengthened by the diversity of our people. We recognize the systemic barriers that have limited opportunities, access, and representation for women and minorities in the financial services industry. We are committed to developing a new paradigm to create a diverse and inclusive financial services firm for the future. We actively seek and welcome people of differences in background, from culture, experience, national origin, religion, sexual orientation, and age to gender, gender identity, gender expression, race, ethnicity, ability, neurodiversity, political views, veteran status, and more.  

Together, we strive to create an environment that values diversity, promotes an inclusive culture, and establishes a profound sense of belonging for each team member. 

Compensation: 

HR Generalist offers a base salary ranging from $90k to $115k.  The interview process will determine the final title and compensation based on the candidate's experience and day-1 capabilities. Palm Tree offers top medical, dental, and vision premium coverage, a competitive 401k program, an unlimited paid time off (PTO) policy (no formalized limits; take as needed), a robust maternity/paternity leave program, and many other fringe benefits. 

*Palm Tree requires 5% - 10% travel with the ability to work remotely and with offices in the L.A., Chicago, Detroit, and Dallas markets* 

Powered by JazzHR

rAeTdPQD27