
Valuations Experienced Associate
BPM LLP
🇺🇸 United States
Hybrid
Mid level
4 weeks ago
$77,000 – $120,000 / year
- CFA
- Microsoft Word
- PowerPoint
- Excel
- Crystal
- Unlimited time off
4 weeks ago
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
Valuations Experienced Associate · BPM LLP