Manager- Transaction Advisory Services

BPM

California, MD, United States2d ago

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Key details

Salary
$140K–$165K/yr
Location
California, MD, United States
Work style
Remote
Level
Senior
Job type
Full-time
Experience
4–5 yrs
Function
Operations & Strategy
Focus area
other
Posted
2d ago

Skills

business process managementcash flowcpafinancial analysisvaluation

About the role

BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As a Manager- Transaction Advisory Services, you will manage engagements ensuring client satisfaction, lead quality of earnings (QoE) preparation, assess market trends impacting cash flow & financial analytics, & play an integral part in client meetings to gather required information for deal valuations. This role will lead & develop associates, provide recommendations for process improvements, & work closely with practice leadership for overall practice improvements & growth.

 

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities.  Our shared entrepreneurial spirit drives us to see and do things differently.  Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter. 

What you get: 

 

  • Total rewards package: From flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility 

  • Well-being resources: Interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs)

  • Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself 

  • Professional development opportunities: A learning culture with CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through BPM University 

  • Be part of a purpose-driven organization: Values people, community, and sustainability, where BPM's B Corp commitment is reflected in the way we work and support one another.

 

Who is successful at BPM:

  • Caring people who put others first

  • Self-starters who embody the BPM entrepreneurial spirit

  • Authentic individuals with a diverse point of view

  • Lifelong learners with a drive to excel

  • Resilient people who rise to the occasion

Responsibilities:

    • Successfully manage engagements with little supervision, ensuring high client satisfaction and appropriate firm economics

    • Lead the initial QoE Data Book preparation by leveraging the available international and domestic coworkers

    • Participate in client meetings and site visits while interacting with top-level management to obtain pertinent information for financial analysis

    • Assess market trends that may impact project cash flow requirements and deal valuations

    • Develop, mentor and inspire staff

    • Interest in developing client relationships

    • Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries

    • Thrive in a dynamic fast paced work environment

    • Provide ideas and feedback based on your experience to improve the practice and our deliverables

    • Work directly with managing director and partner

Requirements:

    • A Bachelor or Masters Degree in Accounting and/or Finance

    • A CPA or CVA

    • 4-5 years of public accounting or consulting experience from a national professional services firm

    • Transaction advisory or related accounting experience

    • Experience with direct client management

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