The Role
Provide valuation, financial modeling, and transaction advisory services for M&A engagements. Identify and resolve valuation issues, review third-party appraisals, support business development, collaborate across practices, maintain client relationships, and use technology to improve efficiency and sustainability.
Summary Generated by Built In
BPM Overview:
What does BPM stand for? Innovation, opportunity, community, diversity, inclusivity, flexibility and so much more.
B-P-M stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it.
We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.
While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. BPM offers a rich diversity in clients, industries, and overall work. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.
Our initiatives and ideals lead to our continued recognition as one of the “Best Places to Work” in the Bay Area and beyond. We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.
Position Overview
Get out of the busy season grind, get in front of the clients, and put those number-crunching, detail-oriented skills to use advising clients on their M&A/Transaction Advisory activities. As part of BPM’s Valuation team, you will be working directly with Firm leaders and client executives to provide financial due diligence. The Transaction Support Service Line offers our clients assistance with M&A activities, buy-side due diligence, sell-side due diligence, and working capital assistance.
Responsibilities
- Deliver high-quality valuation, financial modeling and transaction-related services to a wide variety of clients.
- Identify critical valuation issues and be a force for solving problems in an efficient manner. Research, propose, and execute relevant strategies to reach a resolution on such issues.
- Stay abreast of current business and economic developments relevant to business valuation issues and issues related to a specific industry of interest.
- Perform reviews of third-party appraisals for audit support purposes
- Assist in business development efforts and collaborate with other BPM practices to build cross-functional relationships
- Maintain positive and productive relationships with clients and enhance services provided to clients through the effective use of technology, tools, staff utilization, and project management skills.
- Be responsive and efficient while enjoying the culture of a high performing team that cares about working with each other to provide excellent services to clients.
- Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.
Qualifications
- Bachelor's degree in business, finance, economics, applied mathematics or similar degree is required. Advanced degree in business or finance preferred.
- Minimum of 2-4 years’ experience in business valuation at a valuation, consulting, accounting, or investment banking firm.
- Achievement of or significant progress towards a CFA, Accredited Senior Appraiser (ASA),CPA and/or CVA will be considered a plus.
- Strong foundation of financial valuation requirements for fair value analyses under financial reporting requirements required.
- 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.
- Excellent problem-solving skills and growth mindset required.
- Understanding of derivatives and advanced modeling techniques for companies in the life sciences and technology industries strongly preferred.
Additional Details
- Candidates located in the San Francisco Bay area or Southern California preferred
- While our base salary and bonus structure are competitive, we are unable to offer relocation assistance at this time
- We provide unlimited PTO for all new Associates as well as healthcare and retirement benefits
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.
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BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.
Skills Required
- Bachelor's degree in business, finance, economics, applied mathematics or similar degree
- Advanced degree in business or finance
- Minimum of 2-4 years' experience in business valuation at a valuation, consulting, accounting, or investment banking firm
- Achievement of or significant progress toward CFA, ASA, CPA and/or CVA
- Strong foundation in financial valuation requirements for fair value analyses under financial reporting
- Proficiency in Microsoft Word, PowerPoint, and Excel
- Experience with Crystal Ball and advanced analytical tools
- Excellent verbal, written, and interpersonal communication skills; strong financial statement analysis and capital markets understanding
- Excellent problem-solving skills and growth mindset
- Understanding of derivatives and advanced modeling techniques (life sciences and technology industries)
- Candidates located in the San Francisco Bay Area or Southern California
BPM LLP Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about BPM LLP and has not been reviewed or approved by BPM LLP.
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Leave & Time Off Breadth — Policies include generous PTO, multiple firm holidays, and seasonal breaks, with unlimited PTO available for certain roles. Feedback suggests these options enhance overall value even in a demanding industry.
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Healthcare Strength — Multiple medical, dental, and vision plan choices are offered with a strong employer-paid share, alongside HSA options and mental-health resources. Feedback suggests the breadth and depth of coverage are a core strength of the package.
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Flexible Benefits — Flexible and remote/hybrid work options are emphasized, along with alternative schedules. Feedback suggests this flexibility is a meaningful component of total rewards.
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The Company
What We Do
BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 800 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources. With full-service capabilities in audit, tax and advisory services, we possess in-depth knowledge of the transactional industry—its key processes, challenges surrounding growth and performance, regulatory compliance and governance—and the many other complex accounting and reporting issues you face. Our collective knowledge representing a diverse client base allows us to serve as experts in over a dozen industries. In 2021, we are proud to be named by Forbes “Best Tax and Accounting Firms” and #22 on Vault’s “Accounting 50” ranking! We invite you to learn more about us, visit bpmcpa.com
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