Manager- Transaction Advisory Services
- Location
- California
- Listed
- Today
About the role
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
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
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 welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Equal opportunity and legal notices
BPM LLP will never ask candidates to pay money, purchase equipment or gift cards, or provide financial information as part of the hiring process. All official communications regarding interviews and job offers will come exclusively from an email address ending in @bpmcpa.com or @bpm.com. If you receive a suspicious communication, please verify it through BPM’s official recruiting channels.
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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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.
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.
From Caravel | Bpm Technology Solutions's careers page, first listed on Rolev.ai on November 13, 2026. Rolev.ai is not the employer.
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Common questions
Where is the Manager- Transaction Advisory Services job at Caravel | Bpm Technology Solutions located?
This Manager- Transaction Advisory Services position at Caravel | Bpm Technology Solutions is located in California. Always check Caravel | Bpm Technology Solutions's application page for specific state eligibility or relocation policies.
How do I apply for the Manager- Transaction Advisory Services position at Caravel | Bpm Technology Solutions?
This listing links directly to Caravel | Bpm Technology Solutions's Lever application page. You can apply directly on Caravel | Bpm Technology Solutions's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Lever application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.