Marcus Lyu is a Vice President of Palm Tree’s Financial Consulting service line, specializing in Strategic Finance.
Mr. Lyu brings extensive expertise in managing transition and integration projects across diverse industries, specializing in FP&A reporting, annual operating plans, forecast modeling, cash management, financial analysis, working capital optimization, and carveout support and transition planning.
Prior to joining Palm Tree, Mr. Lyu served as a Senior Consultant with Deloitte’s business valuation practice in New York City, providing both business and intangible assets valuation services for private equity, telecom, and technology clients. Before Deloitte, Mr. Lyu also worked in PwC’s risk assurance practice in Los Angeles, where he helps financial services clients assess their internal control environments.
Mr. Lyu has earned a bachelor’s degree in business economics from the University of California, Los Angeles, and a master’s degree in finance from Simon Business School at the University of Rochester. He is also a licensed CPA in the state of California and has passed the CFA Level III exam.
Outside of work, Mr. Lyu enjoys traveling and cooking. He is also passionate about aviation.
Chairman and CEO
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Chief Financial Officer
Senior Managing Director
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Managing Director
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Principal
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Senior Vice President
Senior Vice President
Senior Vice President
Senior Vice President
Senior Vice President, Strategy
Senior Vice President
Exposure to projects and opportunities to work closely with clients offers Palm Tree employees lateral and progressive advancement inside the firm.
We currently have positions available within the organization for employees of top accounting and consulting firms and for recent graduates.