Manager- Transaction Advisory Services

BPM LLP; California City (CA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible work arrangements

Remote work options

CPA exam resources

BPM University

Well-being resources

B Corp commitment

Job summary

BPM LLP is seeking a Manager in Transaction Advisory Services to lead engagements, ensure client satisfaction, and guide QoE preparation with a client-focused approach. You will analyze market trends affecting cash flow and deal valuations, and work closely with senior leaders to drive growth.

You will mentor staff, foster strong client relationships, and collaborate with Managing Director and Partners to strengthen BPM's advisory practice across industries.

Qualifications

• Bachelor’s or Master’s degree in Accounting/Finance.
• CPA or CVA certification.
• 4–5 years public accounting or consulting experience at a national firm.
• Transaction advisory or related accounting experience.

Responsibilities

• Manage engagements with little supervision, ensuring client satisfaction and firm economics.
• Lead the initial QoE Data Book preparation leveraging international and domestic coworkers.
• Participate in client meetings and site visits to obtain information for financial analysis.
• Assess market trends impacting project cash flow and deal valuations.
• Develop, mentor and inspire staff.
• Interest in developing client relationships.
• Collaborate with Managing Director and Partners to improve practice and deliverables.

Skills

Leadership

Client relations

QoE preparation

Financial analytics

Team mentoring

Education

Bachelor's or Master's 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