Valuation Manager

BPM LLP; San Jose (CA); On-site; USD 150,000 - 210,000; Full time

Job summary

BPM LLP is seeking a Manager-level professional for its Valuations practice in the Silicon Valley. You will manage valuation engagements for financial reporting, tax, transaction and dispute support, and you will lead efforts with clients and cross-functional teams.

The role emphasizes market-facing business development, thought leadership, and collaboration with senior leadership to deliver high-quality valuation services for life sciences and technology clients.

Qualifications

• Bachelor's degree in business, accounting, mathematics, economics or finance; advanced degree preferred
• Minimum 4 years’ experience in business valuation at an accounting/valuation firm
• 5-8 years’ total experience in professional services
• Experience identifying new opportunities for work and cross-selling preferred

Responsibilities

• Manage valuation engagements for financial reporting, tax, transaction and dispute support
• Research, propose and execute strategies to resolve valuation issues
• Stay abreast of developments in business valuation
• Prepare valuation exhibits and reports with quality control
• Develop and maintain client relationships and business development activities
• Collaborate with group leadership and marketing to produce thought leadership content

Skills

Valuation experience

Business development

Financial modeling

MS Office

Crystal Ball

Client management

Communication skills

Education

Bachelor's degree in business or finance

Advanced degree preferred

Tools

Crystal Ball

Excel

PowerPoint

Word

Job description

BPM is a full service accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. We are one of the largest California-based accounting firms and have built our success by focusing on our clients and our people. Our client base encompasses a complex array of sophisticated clients that keep our staff intellectually challenged every day.

Our people-centered culture and firm motto “Because People Matter” has allowed us to be consistently recognized as one of the Best Places to Work in the Bay Area. 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:

BPM's Advisory Services group is looking for a Manager-level professional for our Valuations practice. In the Silicon Valley, business is booming and with this climate, BPM is providing a fantastic opportunity for a Valuation Manager.We are looking for world-class talent combined with an entrepreneurial spirit and drive to succeed. BPM professionalsare a team of dynamicindividuals who are passionate about their careers as much as they are about their personal lives.

BPM Overview:

BPM is a full service accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. We are one of the largest California-based accounting firms and have built our success by focusing on our clients and our people. Our client base encompasses a complex array of sophisticated clients that keep our staff intellectually challenged every day.

Our people-centered culture and firm motto “Because People Matter” has allowed us to be consistently recognized as one of the Best Places to Work in the Bay Area. 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:

BPM's Advisory Services group is looking for a Manager-level professional for our Valuations practice. In the Silicon Valley, business is booming and with this climate, BPM is providing a fantastic opportunity for a Valuation Manager.We are looking for world-class talent combined with an entrepreneurial spirit and drive to succeed. BPM professionalsare a team of dynamicindividuals who are passionate about their careers as much as they are about their personal lives.

We Have:

• A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals
• The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm
• A regional presence in the Bay Area, while still serving our clients nationally and internationally
• Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work For” by Accounting Today

You Have (Requirements):

• Bachelor's degree in business, accounting, mathematics, economics or finance, from an accredited college/university or equivalent is required Advanced degree in business or finance preferred
• Minimum of4 years’ experience in business valuation at an accounting, valuation, consulting, or investment banking firm
• 5-8 years’ total experience in professional services
• Demonstrable experience in identifying new opportunities for work, up-selling and cross-selling highly desirable
• Understanding of derivatives and advanced modeling techniques for companies in the life sciences and technology industries strongly preferred
• Strong foundation of financial valuation requirements for fair value analyses under financial reporting requirements required.
• Connected into a market for business development
• 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

You Will (Job Responsibilities):

• Manage valuation engagements for financial reporting, tax, transaction and dispute support purposes, as well as audit review support.
• Demonstrate good judgment and identify/problem-solve critical valuation and process-related issues. Research, propose, and execute relevant strategies to reach a resolution on such issues.
• Stay abreast of current technical, business and economic developments relevant to business valuation profession.
• Assume a management role in the generation of detailed valuation exhibits and reports. Manage quality control process.
• Embrace business development activities, develop and achieve new business goals.
• Develop and maintain an active network of contacts and participate in industry groups and associations.
• Communicate effectively with group leadership, staff, external relationships and other BPM service segments.
• Develop and maintain positive and value-added relationships with clients.
• Enhance services provided to clients through the effective use of technology, tools, staff utilization, and project management skills.
• Work with group leadership and marketing team to produce marketing and thought leadership articles, projects and presentations.
• Most important, be team and people-focused and passionate about making a positive impact on our clients, colleagues and communities.

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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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.