Senior Manager, VCMA

BDO USA, LLP; San Francisco (CA); On-site; USD 190,000 - 215,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Career development

Job summary

BDO USA, LLP in San Francisco seeks a Valuation & Capital Markets Analytics Senior Manager to lead and deliver challenging valuation engagements, supervise staff, and drive business development. You will manage multiple projects, build financial models, and ensure quality controls across engagements.

The role requires extensive valuation expertise, strong leadership, and the ability to travel intermittently, with a competitive compensation package and access to BDO Total Rewards benefits.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics or other relevant field, required
• Master's in Business Administration, preferred
• Eight or more years of business valuation experience in a Big 4 or national firm, required
• Significant experience in business valuation and intangible assets, required
• Prior experience in financial reporting valuation and appraisal review
• CPA, CFA, AM, ASA or other valuation credentials, preferred

Responsibilities

• Oversee multiple valuation projects ensuring economics and profitability
• Direct junior staff in research, modeling and benchmark analyses
• Prepare exhibits and memos illustrating complex valuation issues
• Lead client meetings and contribute to business development
• Supervise staff workload and ensure quality controls and on-time delivery

Skills

Oral communication

Written communication

Analytical skills

Research skills

Organizational skills

Multi-tasking

Deadline-driven

Team management

Client relationships

Executive presence

Travel

Education

Bachelor's in Accounting/Finance/Economics

MBA preferred

Tools

Microsoft Office (Excel, PowerPoint, Word)

Capital IQ/Bloomberg

Job description

Job Summary:

The Valuation & Capital Markets Analytics Senior Manager is responsible for leading, executing and delivery of challenging valuation engagements by participating in all aspects of projects, from the initial proposal preparation, through project completion. In this role, the Senior Manager is actively engaged in the management of business valuation assignments and managing staff in the development of such assignments. In addition, the Valuation & Capital Markets Analytics Senior Manager will be charged with assisting with business development activities and appraisal reviews.

Job Duties:

• Oversees multiple projects from a technical aspect and is responsible for the economics and profitability.
• Directs junior staff regarding the following:
  • Performing related company, industry and economic research
  • Analyzing client financial statements
  • Constructing financial models
  • Assessing operational profitability and financial conditions
  • Developing and reviews cash flow forecasts
  • Performing benchmark analysis
  • Documenting and maintaining all appropriate aspects of work product, including but not limited to adherence to quality controls
  • Composing narrative reports in support of valuation analyses
• Preparing necessary exhibits and memos in illustration of complex issues. Participates in internal and external client meetings
• Assists and provides guidance to peers and staff members in the development of project plans and timelines for deliverables
• Responsible for business development activities, such as speaking events, proposal preparations and networking.

Supervisory Responsibilities:

• Supervises the day-to-day workload of Valuation & Capital Markets Analytics Managers, Senior Associates and Associates on assigned engagements and reviews work product
• Ensures Valuation & Capital Markets Analytics Managers, Senior Associates and Associates are trained on all relevant valuation databases and models
• Evaluates the performance of Valuation & Capital Markets Analytics Managers, Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development
• Delivers periodic performance feedback and completes performance evaluations for Managers, Senior Associates and Associates
• Acts as Career Advisor to Valuation & Capital Markets Analytics Managers, Senior Associates and Associates, as appropriate

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor's degree in Accounting, Finance, Economics or other relevant field, required
• Master's in Business Administration, preferred

Experience:

• Eight (8) or more years of business valuation experience in a Big 4 or national basis, required
• Significant experience in business valuation and intangible assets, required
• Prior experience in financial reporting valuation and appraisal review

License/Certifications:

• CPA, CFA, AM, ASA or other valuation industry credentials, preferred
• Software:
• Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word
• Prior experience with Capital IQ and Bloomberg preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Superior oral and written communication skills
• Superior analytical and research skills
• Solid organizational skills especially ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Capable of effective managing a team of valuation professionals and delegating work assignments as needed
• Capacity to build and maintain strong relationships with internal and client personnel
• Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
• Executive presence and ability to act as primary contact on assigned engagements
• Ability to successfully interact with professionals at all levels
• Ability for intermittent travel within the US and internationally required

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range: $190,000 - $215,000 Maryland Range: $190,000 - $215,000
NYC/Long Island/Westchester Range: $190,000 - $215,000

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.

As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks. Across our firm, we emphasize professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.

We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets