Manager- Transaction Advisory Services

Bpm Llp•California, CA

22h

About The Position

The Manager, Transaction Advisory Services will manage engagements to ensure client satisfaction and appropriate firm economics, lead the initial preparation of quality of earnings (QoE) data books, assess market trends that may affect cash flow requirements and deal valuations, and participate in client meetings and site visits to gather information for financial analysis. The role includes developing and mentoring staff, building client relationships, recommending improvements to the practice and its deliverables, and working directly with Managing Directors and Partners. The Manager will work with domestic and international colleagues and collaborate with client personnel across industries in a dynamic, deadline-driven environment. BPM describes its culture as entrepreneurial, people-focused, purpose-driven, and committed to community and sustainability. The firm offers flexible work arrangements and remote work options, along with professional development resources and a broad total rewards package.

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 in a team in a demanding, deadline-driven environment while professionally managing unexpected issues and questions.

Responsibilities

Manage engagements with little supervision, ensuring high client satisfaction and appropriate firm economics.
Lead initial quality of earnings (QoE) data book preparation by leveraging available international and domestic coworkers.
Participate in client meetings and site visits, interacting with top-level management to obtain information for financial analysis.
Assess market trends that may impact project cash flow requirements and deal valuations.
Develop, mentor, and inspire staff.
Develop client relationships.
Work effectively with all levels of client personnel across various industries and thrive in a team environment.
Provide ideas and feedback based on experience 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.