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BPM

Provides assurance, advisory, and tax services

Valuation Manager

Financial & Transaction AdvisoryConfirmed live in the last 24 hours
Full-time$125k - $140k /yrHybrid

About the Job

Requirements

  • A bachelor's degree in business, accounting, mathematics, economics, or finance from an accredited college or university, or equivalent, is required.
  • A minimum of 4 years of experience in business valuation at an accounting, valuation, consulting, or investment banking firm is required.
  • A total of 5–8 years of experience in professional services is required.
  • A strong foundation in financial valuation requirements for fair value analyses under financial reporting requirements is required.
  • Proficiency in Microsoft Word, PowerPoint, and Excel is required.
  • Strong verbal, written, and interpersonal communication skills, business and financial statement analysis skills, understanding of capital markets, and client and staff management skills are required.
  • The candidate should be connected to a market for business development.

Responsibilities

  • Manage valuation engagements for financial reporting, tax, transaction, and dispute support purposes, as well as audit review support.
  • Demonstrate good judgment, identify and problem-solve critical valuation and process-related issues, research and propose relevant strategies, and execute them to reach resolution.
  • Stay current with technical, business, and economic developments relevant to the business valuation profession.
  • Assume a management role in generating detailed valuation exhibits and reports, and manage the quality control process.
  • Participate in business development activities and develop and achieve new business goals.
  • Develop and maintain an active network of contacts, and participate in industry groups and associations.
  • Communicate with group leadership, staff, external relationships, and other BPM service segments.
  • Develop and maintain positive, value-added relationships with clients.
  • Enhance client services through effective use of technology, tools, staff utilization, and project management skills.
  • Work with group leadership and the marketing team to produce marketing and thought leadership articles, projects, and presentations.

Desired Qualifications

  • An advanced degree in business or finance is preferred.
  • Demonstrable experience identifying new opportunities for work, up-selling, and cross-selling is highly desirable.
  • Understanding of derivatives and advanced modeling techniques for companies in the life sciences and technology industries is strongly preferred.
  • Experience with Crystal Ball and advanced analytical tools is preferred.

About the Company

BPM

Provides assurance, advisory, and tax services

BPM LLP offers a suite of assurance, advisory, and tax services across various industries, including agribusiness, consumer business, financial services, life science, nonprofit, real estate, and technology. The company provides expertise in areas such as blockchain and digital assets, HR consulting services, corporate tax services, and Sage Intacct.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
San Francisco, CA
Founded
1986

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