Valuations & Transaction Advisory Associate

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

Benefits offered by this job

Unlimited PTO

Healthcare benefits

Retirement benefits

Job summary

BPM is seeking a Senior Valuation professional to join its Transaction Advisory team in the San Francisco area. You will work directly with Firm leaders and client executives to provide financial due diligence and valuation services.

You will deliver high-quality valuation and financial modeling, identify critical issues, and propose strategies. BPM supports remote-first operations and flexible work arrangements.

Qualifications

• Bachelor's degree in business, finance, economics, applied mathematics or similar degree is required.
• 2-4 years’ experience in business valuation at a valuation, consulting, accounting, or investment banking firm.
• Progress towards CFA, ASA, CPA and/or CVA will be considered a plus.
• Strong foundation of financial valuation requirements for fair value analyses under financial reporting requirements.

Responsibilities

• Deliver high-quality valuation, financial modeling and transaction-related services to a wide variety of clients.
• Identify critical valuation issues and propose strategies to reach a resolution.
• Stay abreast of current business and economic developments relevant to valuation issues.
• 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 relationships with clients and enhance services through technology and project management
• Be responsive and align with BPM’s remote-first, flexible culture

Skills

Financial modeling

Communication skills

Problem solving

Client management

Education

Bachelor's degree in business/finance/economics/applied mathematics

Advanced degree in business/finance preferred

CFA/ASA/CPA/CVA progress

Tools

Excel

PowerPoint

Crystal Ball

Advanced analytical tools

Job description

BPM is seeking a Senior Valuation professional to join its Transaction Advisory team in the San Francisco area. You will work directly with Firm leaders and client executives to provide financial due diligence and valuation services.

You will deliver high-quality valuation and financial modeling, identify critical issues, and propose strategies. BPM supports remote-first operations and flexible work arrangements.