Manager- Transaction Advisory Services

BPM LLP • California, CA

1d • $140,000 - $165,000

About The Position

The Manager, Transaction Advisory Services at BPM manages engagements to ensure client satisfaction and appropriate firm economics. The role leads preparation of quality of earnings (QoE) materials, assesses market trends that may affect cash flow and deal valuations, and participates in client meetings and site visits to gather information for financial analysis. The Manager develops and mentors staff, contributes recommendations for improving the practice and its deliverables, and works directly with Managing Directors and Partners on practice growth and improvement.

Requirements

• Bachelor's or master's degree in Accounting and/or Finance.
• CPA or CVA.
• 4–5 years of public accounting or consulting experience at a national professional services firm.
• Transaction advisory or related accounting experience.
• Experience with direct client management.
• Strong aptitude for quantitative and qualitative analysis.
• Ability to work independently or as part of a team in a demanding, deadline-driven environment while professionally managing unexpected issues or questions.

Responsibilities

• Manage engagements with little supervision, ensuring high client satisfaction and appropriate firm economics.
• Lead initial QoE Data Book preparation using available international and domestic colleagues.
• Participate in client meetings and site visits, interacting with top-level management to obtain information for financial analysis.
• Assess market trends that may affect project cash flow requirements and deal valuations.
• Develop, mentor, and inspire staff.
• Develop client relationships.
• Work effectively in a team environment with client personnel at all levels and across various industries.
• Provide ideas and feedback to improve the practice and its deliverables.
• Work directly with the Managing Director and Partner.

Benefits

• Flexible work arrangements and personalized benefit structures and financial compensation options.
• Interactive wellness platform and incentives.
• Employee assistance program and mental health resources.
• Colleague Resource Groups (CRGs).
• 14 firm holidays, including 2 floating holidays.
• Flex PTO.
• Paid family leave.
• Winter break.
• Summer hours.
• Remote work options.
• CPA exam resources and bonuses.
• Coach program.
• Live classes, workshops, and seminars through BPM University.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager