Provide valuation, financial modeling, and transaction advisory services for M&A engagements. Identify and resolve valuation issues, review third-party appraisals, support business development, collaborate across practices, maintain client relationships, and use technology to improve efficiency and sustainability.
BPM Overview:
What does BPM stand for? Innovation, opportunity, community, diversity, inclusivity, flexibility and so much more.
B-P-M stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it.
We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.
While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. BPM offers a rich diversity in clients, industries, and overall work. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.
Our initiatives and ideals lead to our continued recognition as one of the “Best Places to Work” in the Bay Area and beyond. We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.
Position Overview
Get out of the busy season grind, get in front of the clients, and put those number-crunching, detail-oriented skills to use advising clients on their M&A/Transaction Advisory activities. As part of BPM’s Valuation team, you will be working directly with Firm leaders and client executives to provide financial due diligence. The Transaction Support Service Line offers our clients assistance with M&A activities, buy-side due diligence, sell-side due diligence, and working capital assistance.
Responsibilities
- Deliver high-quality valuation, financial modeling and transaction-related services to a wide variety of clients.
- Identify critical valuation issues and be a force for solving problems in an efficient manner. Research, propose, and execute relevant strategies to reach a resolution on such issues.
- Stay abreast of current business and economic developments relevant to business valuation issues and issues related to a specific industry of interest.
- Perform reviews of third-party appraisals for audit support purposes
- Assist in business development efforts and collaborate with other BPM practices to build cross-functional relationships
- Maintain positive and productive relationships with clients and enhance services provided to clients through the effective use of technology, tools, staff utilization, and project management skills.
- Be responsive and efficient while enjoying the culture of a high performing team that cares about working with each other to provide excellent services to clients.
- Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.
Qualifications
- Bachelor's degree in business, finance, economics, applied mathematics or similar degree is required. Advanced degree in business or finance preferred.
- Minimum of 2-4 years’ experience in business valuation at a valuation, consulting, accounting, or investment banking firm.
- Achievement of or significant progress towards a CFA, Accredited Senior Appraiser (ASA),CPA and/or CVA will be considered a plus.
- Strong foundation of financial valuation requirements for fair value analyses under financial reporting requirements required.
- Proficiency in Microsoft Word, PowerPoint and Excel is 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, and client and staff management skills are required.
- Excellent problem-solving skills and growth mindset required.
- Understanding of derivatives and advanced modeling techniques for companies in the life sciences and technology industries strongly preferred.
Additional Details
- Candidates located in the San Francisco Bay area or Southern California preferred
- While our base salary and bonus structure are competitive, we are unable to offer relocation assistance at this time
- We provide unlimited PTO for all new Associates as well as healthcare and retirement benefits
Wondering if you should apply?
At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.
***************
BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.
BPM LLP Montréal, Québec, CAN Office
1200 McGill College Ave Suite 1100, Montréal, Canada, H3B 4G7
Similar Jobs
.png)
eCommerce • Fintech • Hardware • Payments • Software • Financial Services
The Strategic Account Manager will manage a portfolio of mid-market sellers, negotiating contracts, identifying growth opportunities, and ensuring seamless client service alongside cross-functional teams.
Big Data • Fintech • Mobile • Payments • Financial Services
Lead technical partner integrations and solutions for merchants and partners (e.g., Shopify, Stripe). Provide technical leadership, respond to partner inquiries, design and document integrations, advise on platform strategy and tooling, manage project plans and long-term initiatives, and support cross-functional commercial and product teams to improve BNPL checkout experiences.
Top Skills:
Alerting And Monitoring ToolsEcommerce TechnologiesHTMLJSONRest ApiShopifyStripeWebhooks
Productivity • Software • App development • Automation
Design, implement, test, and maintain backend features for the Xodo Sign eSign platform. Work in a Scrum team, perform code reviews, research and propose technical solutions, optimize and scale high-availability applications, and promote engineering best practices.
Top Skills:
Aws Ec2Aws RdsAws S3DockerMySQLPHPRest ApisSymfony
What you need to know about the Montreal Tech Scene
With roots dating back to 1642, Montreal is often recognized for its French-inspired architecture and cobblestone streets lined with traditional shops and cafés. But what truly sets the city apart is how it blends its rich tradition with a modern edge, reflected in its evolving skyline and fast-growing tech industry. According to economic promotion agency Montréal International, the city ranks among the top in North America to invest in artificial intelligence, making it le spot idéal for job seekers who want the best of both worlds.
Key Facts About Montreal Tech
- Number of Tech Workers: 255,000+ (2024, Tourisme Montréal)
- Major Tech Employers: SAP, Google, Microsoft, Cisco
- Key Industries: Artificial intelligence, machine learning, cybersecurity, cloud computing, web development
- Funding Landscape: $1.47 billion in venture capital funding in 2024 (BetaKit)
- Notable Investors: CIBC Innovation Banking, BDC Capital, Investissement Québec, Fonds de solidarité FTQ
- Research Centers and Universities: McGill University, Université de Montréal, Concordia University, Mila Quebec, ÉTS Montréal
