Valuation Manager

Bpm Llp; Santa Rosa (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

BPM LLP, a leading Bay Area accounting firm, is seeking a Valuation Manager for its Advisory Services—Valuations practice. In the Silicon Valley region, BPM seeks world-class talent with an entrepreneurial spirit to deliver valuation services for financial reporting, tax, transactions, and disputes.

The role emphasizes managing engagements, staying current on valuation developments, and advancing business development while building strong client relationships and leveraging technology for

Qualifications

• Bachelor's degree in business, accounting, mathematics, economics or finance; advanced degree preferred
• Minimum of 4 years' experience in business valuation
• 5-8 years' total experience in professional services
• Experience identifying new opportunities and cross-selling is desirable
• Understanding of derivatives and modeling for life sciences and tech industries preferred
• Strong foundation in fair value valuation for financial reporting requirements

Responsibilities

• Manage valuation engagements for financial reporting, tax, transactions and dispute support
• Identify and solve critical valuation and process issues
• Stay current on technical, business and economic developments in valuation
• Generate valuation exhibits and manage quality control
• Engage in business development and achieve new goals
• Maintain an active network and participate in industry groups
• Communicate effectively with leadership, staff, clients and external relationships
• Develop positive client relationships and enhance services through technology and project management
• Collaborate with leadership and marketing to produce thought leadership and marketing materials
• Be team-focused and passionate about client and community impact

Skills

Valuation experience

Business development

Strong communication

Derivatives modeling

Financial statement analysis

Education

Bachelor's degree in business or accounting or finance

Advanced degree in business or finance preferred

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Crystal Ball

Advanced analytical tools

Job description

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.

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.

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.