BPM LLP

Valuation Manager

BPM LLP • $125K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, accounting, mathematics, economics, or finance; advanced degree preferred.
  • 4+ years of business valuation experience in accounting, valuation, consulting, or investment banking.
  • 5-8 years of total experience in professional services.
  • Experience in identifying new opportunities and up-selling is highly desirable.
  • Strong understanding of derivatives and advanced modeling techniques, especially in life sciences and technology.
  • Solid foundation in financial valuation for fair value analyses under reporting requirements.
  • Proficiency in Microsoft Office; experience with advanced analytical tools preferred.
  • Excellent communication and interpersonal skills, with strong financial statement analysis capabilities.

Responsibilities

  • Manage valuation engagements for various purposes including financial reporting and tax support.
  • Identify and solve critical valuation and process-related issues with good judgment.
  • Stay updated on technical, business, and economic developments in business valuation.
  • Oversee the generation of detailed valuation reports and manage quality control.
  • Engage in business development activities to achieve new business goals.
  • Maintain an active network and participate in industry groups and associations.
  • Communicate effectively with leadership, staff, and external relationships.
  • Enhance client services through effective use of technology and project management.

Benefits

  • People-centered culture that attracts top accounting professionals.
  • Resources and expertise comparable to a Big Four firm with local firm accessibility.
  • Recognition as one of the Bay Area's best places to work.
  • Opportunities for professional growth and development.
  • Flexibility and a shared entrepreneurial spirit.
Full Job Description
Position Overview:

BPM's Advisory Services group is looking for a Manager-level professional for our Valuations practice. In the Silicon Valley, business is booming and with this climate, BPM is providing a fantastic opportunity for a Valuation Manager. We are looking for world-class talent combined with an entrepreneurial spirit and drive to succeed. BPM professionals are a team of dynamic individuals who are passionate about their careers as much as they are about their personal lives.

We Have:

  • A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals.
  • The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm.
  • A regional presence in the Bay Area, while still serving our clients nationally and internationally.
  • Recognition as one of the Bay Area's "Best Place to Work" and "No. 1 Best Large Accounting Firm to Work For" by Accounting Today.


You Have (Requirements):

  • Bachelor's degree in business, accounting, mathematics, economics or finance, from an accredited college/university or equivalent is required Advanced degree in business or finance preferred.
  • Minimum of 4 years' experience in business valuation at an accounting, valuation, consulting, or investment banking firm.
  • 5-8 years' total experience in professional services.
  • Demonstrable experience in identifying new opportunities for work, up-selling and cross-selling highly desirable.
  • Understanding of derivatives and advanced modeling techniques for companies in the life sciences and technology industries strongly preferred.
  • Strong foundation of financial valuation requirements for fair value analyses under financial reporting requirements required.
  • Connected into a market for business development.
  • Proficiency in Microsoft Word, PowerPoint and Excel is required. Experience with Crystal Ball and advanced analytical tools preferred.
  • Excellent verbal, written, and interpersonal communication skills; strong business and financial statement analysis skills, solid understanding of the capital markets, and client and staff management skills are required.


You Will (Job Responsibilities):

  • Manage valuation engagements for financial reporting, tax, transaction and dispute support purposes, as well as audit review support.
  • Demonstrate good judgment and identify/problem-solve critical valuation and process-related issues. Research, propose, and execute relevant strategies to reach a resolution on such issues.
  • Stay abreast of current technical, business and economic developments relevant to business valuation profession.
  • Assume a management role in the generation of detailed valuation exhibits and reports. Manage quality control process.
  • Embrace business development activities, develop and achieve new business goals.
  • Develop and maintain an active network of contacts and participate in industry groups and associations.
  • Communicate effectively with group leadership, staff, external relationships and other BPM service segments.
  • Develop and maintain positive and value-added relationships with clients.
  • Enhance services provided to clients through the effective use of technology, tools, staff utilization, and project management skills.
  • Work with group leadership and marketing team to produce marketing and thought leadership articles, projects and presentations.
  • Most important, be team and people-focused and passionate about making a positive impact on our clients, colleagues and communities.


$125,000 - $140,000 a year

The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position. Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications.

Wondering if you should apply?

At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

About BPM LLP

BPM LLP is a full-service accounting and consulting firm with offices in San Francisco, San Jose, Walnut Creek, Santa Rosa, and Palo Alto. The firm was founded in 1986 and has grown to become one of the largest California-based accounting firms. BPM provides services in the areas of audit and assurance, tax, consulting, and wealth management. The firm serves clients in a variety of industries, including technology, life sciences, real estate, construction, and financial services. BPM has been recognized as one of the Best Places to Work in the Bay Area by the San Francisco Business Times and the Silicon Valley Business Journal.
Learn more about BPM LLP
Size
800 employees
Industry
Net Income
$22 million
Founded
1986
5 Year Trend
+15%
Revenue
$118 million

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