Financial Planning and Analysis

• 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.

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