Valuation Manager — Impact & Flexible Culture

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

Job summary

BPM seeks a Manager-level professional for its Valuations practice in the Silicon Valley. You will lead valuation engagements for financial reporting, tax, transaction, and dispute support, while building client relationships and new business opportunities.

The role demands world-class talent, entrepreneurial spirit, and a dedication to client service. BPM emphasizes a people-centered culture with flexibility and a balanced lifestyle.

Qualifications

• Bachelor's degree in business, accounting, mathematics, economics or finance is required; advanced degree preferred.
• Minimum of 4 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 life sciences and technology industries strongly preferred
• Strong foundation of financial valuation requirements for fair value analyses under financial reporting requirements

Responsibilities

• Manage valuation engagements for financial reporting, tax, transaction and dispute support purposes.
• Demonstrate good judgment and identify/problem-solve critical valuation and process-related 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 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.

Skills

Valuation experience

Financial modeling

Excel

Crystal Ball

Client management

Business development

Education

Bachelor's degree in business, accounting, mathematics, economics or finance

Advanced degree preferred

Tools

Crystal Ball

Microsoft Word

PowerPoint

Excel

Job description

BPM seeks a Manager-level professional for its Valuations practice in the Silicon Valley. You will lead valuation engagements for financial reporting, tax, transaction, and dispute support, while building client relationships and new business opportunities.

The role demands world-class talent, entrepreneurial spirit, and a dedication to client service. BPM emphasizes a people-centered culture with flexibility and a balanced lifestyle.