Manager- Transaction Advisory Services
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
- A strong aptitude for quantitative and qualitative analysis
- The capability of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner