Valuations Experienced Associate

BPM LLP; San Francisco (CA); On-site; USD 77,000 - 120,000; Full time

Benefits offered by this job

Unlimited PTO

Healthcare

Retirement benefits

Job summary

BPM is seeking a skilled professional to join its Valuation team, advising clients on M&A and transaction-related activities. You will work directly with firm leaders and client executives to deliver financial due diligence and valuation services across diverse industries.

This role emphasizes high-quality analysis, cross-functional teamwork, and proactive client support, with a culture that values flexibility and a remote-first mindset. Strong modeling and communication skills are essential.

Qualifications

• Bachelor's degree in business, finance, economics, applied mathematics or similar degree is required.
• Minimum of 2-4 years’ experience in business valuation at a valuation, consulting, accounting, or investment banking firm.
• Progress toward CFA/ASA/CPA/CVA is a plus.
• Proficiency in Word, PowerPoint and Excel; Crystal Ball and advanced analytical tools preferred.
• Excellent verbal, written, and interpersonal communication; strong financial statement analysis and understanding of capital markets.
• Understanding derivatives and advanced modeling for life sciences and technology industries preferred.

Responsibilities

• Deliver high-quality valuation, financial modeling and transaction-related services to a wide variety of clients.
• Identify critical valuation issues and propose and execute relevant strategies to reach a resolution.
• Stay abreast of current business and economic developments relevant to valuation issues and specific industries.
• Perform reviews of third-party appraisals for audit support purposes.
• Assist in business development and collaborate with other BPM practices to build cross-functional relationships.
• Maintain positive relationships with clients and enhance services through effective use of technology and project management.
• Champion sustainable workplace practices by supporting remote-first operations and paperless workflows.

Skills

Valuation experience

Education

Bachelor's degree in business/finance/economics

Tools

Excel

Word

PowerPoint

Crystal Ball

Job description

BPM Overview:

What does BPM stand for? Innovation, opportunity, community, diversity, inclusivity, flexibility and so much more.

B-P-M stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it.

We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.

While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. BPM offers a rich diversity in clients, industries, and overall work. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.

Our initiatives and ideals lead to our continued recognition as one of the “Best Places to Work” in the Bay Area and beyond. 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

Get out of the busy season grind, get in front of the clients, and put those number-crunching, detail-oriented skills to use advising clients on their M&A/Transaction Advisory activities. As part of BPM’s Valuation team, you will be working directly with Firm leaders and client executives to provide financial due diligence. The Transaction Support Service Line offers our clients assistance with M&A activities, buy-side due diligence, sell-side due diligence, and working capital assistance.

Responsibilities

• Deliver high-quality valuation, financial modeling and transaction-related services to a wide variety of clients.
• Identify critical valuation issues and be a force for solving problems in an efficient manner. Research, propose, and execute relevant strategies to reach a resolution on such issues.
• Stay abreast of current business and economic developments relevant to business valuation issues and issues related to a specific industry of interest.
• Perform reviews of third-party appraisals for audit support purposes
• Assist in business development efforts and collaborate with other BPM practices to build cross-functional relationships
• Maintain positive and productive relationships with clients and enhance services provided to clients through the effective use of technology, tools, staff utilization, and project management skills.
• Be responsive and efficient while enjoying the culture of a high performing team that cares about working with each other to provide excellent services to clients.
• Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.

Qualifications

• Bachelor's degree in business, finance, economics, applied mathematics or similar degree is required. Advanced degree in business or finance preferred.
• Minimum of 2-4 years’ experience in business valuation at a valuation, consulting, accounting, or investment banking firm.
• Achievement of or significant progress towards a CFA, Accredited Senior Appraiser (ASA),CPA and/or CVA will be considered a plus.
• Strong foundation of financial valuation requirements for fair value analyses under financial reporting requirements required.
• 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.
• Excellent problem-solving skills and growth mindset required.
• Understanding of derivatives and advanced modeling techniques for companies in the life sciences and technology industries strongly preferred.

Additional Details

• Candidates located in the San Francisco Bay area or Southern California preferred
• While our base salary and bonus structure are competitive, we are unable to offer relocation assistance at this time
• We provide unlimited PTO for all new Associates as well as healthcare and retirement benefits

$77,000 - $120,000 a year

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.

Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.

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.