Valuation Manager

About the role

BPM is a full service accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. One of the largest California-based accounting firms, BPM focuses on clients and people, serving a complex array of sophisticated clients that keep staff intellectually challenged. The people‑centered culture and firm motto “Because People Matter” have earned recognition as one of the Best Places to Work in the Bay Area. BPM is dedicated to meaningful careers and an integrated lifestyle, offering flexibility for a balanced work‑personal life.

Position Overview: BPM's Advisory Services group is seeking a Manager‑level professional for its Valuations practice in Silicon Valley. The firm seeks world‑class talent with an entrepreneurial spirit and drive to succeed, offering the resources and global capability of a Big Four firm combined with the responsiveness of a local firm, a regional Bay Area presence while serving clients nationally and internationally, and recognition as a Bay Area “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work For” by Accounting Today.

Requirements

• Bachelor's degree in business, accounting, mathematics, economics or finance from an accredited college/university or equivalent (required)
• Advanced degree in business or finance (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 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 (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; client and staff management skills (required)

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 the 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
• Be team and people‑focused and passionate about making a positive impact on clients, colleagues and communities