Valuation Manager
BPM· Advisory – Valuations
Hybrid (San Francisco Bay Area (multiple sites)), Hybrid (Various BPM offices (CA/NV))$125k - $140kFull-timePosted 2w ago
About the role
Manager-level role in BPM's Valuations practice within the Advisory Services group, focusing on leading valuation engagements, business development, and client relationships in a hybrid full-time position across multiple California locations and the San Francisco Bay Area.
Responsibilities
- Manage valuation engagements for financial reporting, tax, transaction and dispute support purposes, as well as audit review support.
- Demonstrate good judgment and identify/problem-solve critical valuation and process-related issues. Research, propose, and execute relevant strategies to reach a resolution on such issues.
- Stay abreast of current technical, business and economic developments relevant to business valuation profession.
- Assume a management role in the generation of detailed valuation exhibits and reports. Manage quality control process.
- Embrace business development activities, 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 relationships with clients.
- Enhance services provided to clients through the effective use of technology, tools, staff utilization, and project management skills.
- Work with group leadership and marketing team to produce marketing and thought leadership articles, projects and presentations.
- Most important, be team and people-focused and passionate about making a positive impact on our clients, colleagues and communities.
Qualifications
- Bachelor's degree in business, accounting, mathematics, economics or finance from an accredited college/university (advanced degree 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 in identifying new opportunities for work, up-selling and cross-selling highly desirable.
- Understanding of derivatives and advanced modeling techniques for life sciences and technology industries strongly preferred.
- Strong foundation of financial valuation requirements for fair value analyses under financial reporting requirements.
- Connected into a market for business development.
- Proficiency in Microsoft Word, PowerPoint and Excel; Crystal Ball and advanced analytical tools preferred.
- Excellent verbal, written, and interpersonal communication skills; strong business and financial statement analysis skills; solid understanding of capital markets; client and staff management skills.
Skills
Required:Valuation modelingFinancial reporting valuationBusiness developmentCommunication
Last updated Oct 21, 2026. Interested? Apply on the company site.
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