Overview In this role you lead valuation engagements within BPM's Valuations practice to support financial reporting, tax, transaction and dispute needs. You work with a cross-functional advisory team in a fast-growing Bay Area market, delivering detailed valuation analyses and reports with strong quality controls. You will develop new business opportunities and collaborate with marketing and leadership to share insights. This position blends technical valuation work with client-focused leadership in a collaborative, people-centered culture.
Responsibilities- Manage valuation engagements for financial reporting, tax, transaction and dispute support
- Ensure quality control and accurate valuation exhibits and reports
- Identify, propose, and execute valuation strategies to resolve issues
- Stay current on technical and market developments in business valuation
- Lead business development activities and pursue new client opportunities
- Build and maintain a network of industry contacts and participate in associations
- Collaborate with leadership and marketing to produce thought leadership and client-facing materials
- Foster a team-oriented, value-added client service mindset
Key requirements- Bachelor in business, accounting, mathematics, economics or finance
- 4 years' experience in business valuation at a professional services firm
- 5-8 years' total experience in professional services
- Strong understanding of derivatives and advanced modeling, especially in life sciences and technology
- Experience with fair value analyses under financial reporting requirements
- Proficiency in MS Word, PowerPoint and Excel
- Excellent verbal, written, and interpersonal communication; solid financial statement and capital markets understanding
- Ability to develop new business opportunities and manage client relationships
- strong communication
- client relationship management
- team leadership
- Excel
- PowerPoint
- Word
