BPM LLP

Manager

• Manage valuation engagements for financial reporting, tax, transaction and dispute support purposes, as well as audit review support
• Demonstrate good judgment and identify and problem-solve critical valuation and process-related issues
• Research, propose, and execute relevant strategies to resolve critical issues
• Stay abreast of current technical, business, and economic developments relevant to the business valuation profession
• Manage the generation of detailed valuation exhibits and reports
• Manage the quality control process
• Embrace business development activities and 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 client relationships
• Enhance client services through effective use of technology, tools, staff utilization, and project management skills
• Work with group leadership and marketing to produce marketing and thought leadership articles, projects, and presentations
• Maintain a team- and people-focused approach and make a positive impact on clients, colleagues, and communities

Valuation Manager

Accounting Manager

• Oversee day-to-day fund accounting and administration
• Maintain capital accounts, allocations, and detailed investor activity tracking
• Prepare capital calls, distributions, and supporting schedules
• Prepare and review quarterly and annual fund financial statements in accordance with US GAAP
• Track portfolio investments, financing, and related activity
• Review NAV calculations and supporting schedules prepared by internal teams or third-party administrators
• Support investor reporting and deliverables
• Coordinate audit and tax processes, including support, documentation, and issue resolution
• Partner with external auditors, tax advisors, and fund administrators
• Support AML/KYC requirements and maintain accurate investor records
• Review work prepared by junior team members and/or fund administrators to ensure accuracy and timeliness
• Lead and develop team members, drive operational excellence, and serve as a trusted advisor to clients and stakeholders

Fund Accounting Supervisor

Client Services Representative

• Provide comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and startups
• Oversee and deliver outsourced accounting support tailored to private, owner-run companies
• Develop and maintain cash flow models and prepare financial reports for strategic decision-making
• Act as a liaison for clients securing loans and financing, including factoring and other lending structures
• Guide clients through succession planning and exit strategies
• Provide strategic tax planning and risk mitigation advice
• Identify and implement improvements in accounting systems and operational processes
• Support clients’ ERP system implementation needs and introduce technology to streamline accounting processes and procedures
• Support remote-first operations and paperless workflows through digital collaboration tools
• Participate in recycling initiatives to minimize paper use and align with BPM’s values

Valuation Manager

Fund Accounting Supervisor

Senior Manager – UHNW Private Client Services