Manager- Transaction Advisory Services

Remote; San Francisco (CA); Híbrido; USD 140 000 - 190 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Flexible work arrangements

Well-being resources

Balance & flexibility (remote options)

Professional development opportunities

B Corp commitment

Resumo da oferta

BPM seeks a Manager for Transaction Advisory Services to manage engagements, ensure client satisfaction, lead QoE preparation, and analyze cash flow trends. You will collaborate with international and domestic teams, mentor associates, and contribute to practice improvements.

In a culture where people matter, BPM offers flexible work arrangements, wellness resources, professional development, and opportunities to impact clients and communities.

Qualificações

• Bachelor or Master in Accounting and/or Finance.
• CPA or CVA certification.
• 4–5 years of public accounting or consulting experience at a national firm.
• Transaction advisory or related accounting experience.
• Experience with direct client management.
• Strong quantitative and qualitative analysis.
• Ability to work in a demanding, deadline-driven environment independently or in a team.

Responsabilidades

• Manage engagements with minimal supervision, ensuring client satisfaction and firm economics.
• Lead QoE Data Book preparation using available international and domestic coworkers.
• Participate in client meetings and site visits to obtain information for financial analysis.
• Assess market trends impacting cash flow and deal valuations.
• Develop, mentor and inspire staff.
• Develop client relationships.

Conhecimentos

Client relationship management

Leadership / mentoring

Financial analysis

Team collaboration

Formação académica

Bachelor's or Master's in Accounting/Finance

CPA or CVA

Descrição da oferta de emprego

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