Manager- Transaction Advisory Services

Bpmcpa; California; On-site; USD 140,000 - 165,000; Full time

Benefits offered by this job

Total rewards

Well-being resources

Flexibility

Professional development

Purpose-driven culture

Job summary

BPMcpa is seeking a Manager in Transaction Advisory Services to lead engagements, supervise staff, and guide QoE data book preparation. You will collaborate with senior leadership to optimize client outcomes, analyze cash flow drivers, and support deal valuations.

Ideal candidates bring 4–5 years in public accounting or consulting, CPA/CVA credentials, and a proven ability to manage direct client relationships in a collaborative team environment.

Qualifications

• Bachelor or Master Degree in Accounting and/or Finance.
• CPA or CVA certification.
• 4-5 years of public accounting or consulting experience from a national professional services firm.
• Transaction advisory or related accounting experience.
• Experience with direct client management.
• A strong aptitude for quantitative and qualitative analysis.
• Capability of working in a demanding, deadline-driven environment independently or within a team.

Responsibilities

• Successfully manage engagements with little supervision, ensuring high client satisfaction and appropriate firm economics.
• Lead the initial QoE Data Book preparation by leveraging the available international and domestic coworkers.
• Participate in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis.
• Assess market trends that may impact project cash flow requirements and deal valuations.
• Develop, mentor and inspire staff.
• Interest in developing client relationships.
• Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries.
• Thrive in a dynamic fast paced work environment.
• Provide ideas and feedback based on your experience to improve the practice and our deliverables.
• Work directly with Managing Director and Partner.

Skills

Client management

Quantitative analysis

Qualitative analysis

Team leadership

Financial analysis

Education

Bachelor or Master in Accounting/Finance

CPA or CVA

Job description

BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As a Manager- Transaction Advisory Services, you will manage engagements ensuring client satisfaction, lead quality of earnings (QoE) preparation, assess market trends impacting cash flow & financial analytics, & play an integral part in client meetings to gather required information for deal valuations. This role will lead & develop associates, provide recommendations for process improvements, & work closely with practice leadership for overall practice improvements & growth.

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.

What you get:

• Total rewards package: From flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility

• Well-being resources: Interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs)

• Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself

• Professional development opportunities: A learning culture with CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through BPM University

• Be part of a purpose‑driven organization: Values people, community, and sustainability, where BPM's B Corp commitment is reflected in the way we work and support one another.

Who is successful at BPM:

• Caring people who put others first

• Self‑starters who embody the BPM entrepreneurial spirit

• Authentic individuals with a diverse point of view

• Lifelong learners with a drive to excel

• Resilient people who rise to the occasion

Responsibilities:

• Successfully manage engagements with little supervision, ensuring high client satisfaction and appropriate firm economics

• Lead the initial QoE Data Book preparation by leveraging the available international and domestic coworkers

• Participate in client meetings and site visits while interacting with top‑level management to obtain pertinent information for financial analysis

• Assess market trends that may impact project cash flow requirements and deal valuations

• Develop, mentor and inspire staff

• Interest in developing client relationships

• Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries

• Thrive in a dynamic fast paced work environment

• Provide ideas and feedback based on your experience to improve the practice and our deliverables

• Work directly with Managing Director and Partner

Requirements:

• A Bachelor or Masters Degree in Accounting and/or Finance

• A CPA or CVA

• 4-5 years of public accounting or consulting experience from a national professional services firm

• Transaction advisory or related accounting experience

• Experience with direct client management

• A strong aptitude for quantitative and qualitative analysis

• The capability of working in a demanding, deadline‑driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner

$140,000 - $165,000 a year

Estimated Salary Range: $140,000 - $165,000/Annual

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.

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.