Valuation Manager

BPM LLP

. Manage valuation engagements for financial reporting, tax, transaction and dispute support purposes, as well as audit review support .

Posted 10/2/2026full-timeUnited StatesMid-LevelSenior💰 $125,000 - $140,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business valuation, financial reporting, and client relationship management, with a strong focus on problem-solving and business development. Proficient in advanced modeling techniques and financial statement analysis, leveraging technology to enhance client services.

Highest-signal resume keywords

Business ValuationFinancial Reporting RequirementsClient Management SkillsAdvanced Modeling TechniquesBusiness Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ValuationFinancial Statement AnalysisDerivatives UnderstandingValuation Engagement ManagementQuality Control Process Management

Soft Skills

Effective CommunicationProblem-SolvingTeam-Focused ApproachInterpersonal SkillsClient Relationship Development

Tools & Technologies

Microsoft WordMicrosoft PowerPointMicrosoft ExcelCrystal BallAdvanced Analytical Tools

Certifications & Qualifications

Bachelor's Degree in BusinessBachelor's Degree in AccountingBachelor's Degree in MathematicsBachelor's Degree in EconomicsBachelor's Degree in Finance

Industry Keywords

Professional ServicesInvestment BankingConsultingLife SciencesTechnology Industries

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor's degree in business, accounting, mathematics, economics or finance from an accredited college/university or equivalent is 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 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

Benefits

Comp & perks

A unique people-centered culture
Resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm
Regional presence in the Bay Area while serving clients nationally and internationally
Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work For” by Accounting Today
Flexible culture supporting a balanced lifestyle between work responsibilities and personal commitments
Equal employment opportunities and reasonable accommodations for candidates with disabilities