Corporate Finance Associate

BPM LLP

Corporate Finance Experienced Associate advising clients on M&A and transaction advisory activities at BPM, a full-service accounting firm. Providing valuation, financial modeling, and due diligence services.

Posted 8/13/2026full-timeSan Francisco • California • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial valuation, modeling, and transaction services, with a strong foundation in fair value analyses and capital markets. Proficient in utilizing advanced analytical tools and maintaining productive client relationships in a collaborative environment.

Highest-signal resume keywords

Business Valuation ExperienceFinancial Modeling SkillsCFA/CPA/CVA ProgressMicrosoft Excel ProficiencyClient Management Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ValuationFinancial Statement AnalysisAdvanced Modeling TechniquesValuation RequirementsProblem-SolvingResearch SkillsTransaction ServicesCapital Markets UnderstandingBusiness DevelopmentAudit Support

Soft Skills

Interpersonal CommunicationTeam CollaborationGrowth MindsetClient Relationship ManagementEffective Problem-Solving

Tools & Technologies

Microsoft WordMicrosoft PowerPointCrystal BallDigital Collaboration ToolsProject Management Tools

Certifications & Qualifications

CFACPACVAASA

Industry Keywords

Business ValuationConsultingAccountingInvestment BankingLife SciencesTechnology Companies

About the role

Key responsibilities & impact

Deliver high-quality valuation, financial modeling, and transaction-related services to a wide variety of clients
Identify critical valuation issues and solve problems efficiently by researching, proposing, and executing relevant strategies
Stay current on business and economic developments relevant to business valuation and specific industries
Review third-party appraisals for audit support purposes
Assist with business development and collaborate with other BPM practices to build cross-functional relationships
Maintain positive and productive client relationships
Enhance client services through effective use of technology, tools, staff utilization, and project management
Provide responsive and efficient service as part of a high-performing team
Support remote-first operations, paperless workflows, digital collaboration tools, and recycling initiatives

Requirements

What you’ll need

Bachelor's degree in business, finance, economics, applied mathematics, or similar degree required
Minimum of 2–4 years’ experience in business valuation at a valuation, consulting, accounting, or investment banking firm
Significant progress toward or achievement of CFA, ASA, CPA, and/or CVA considered a plus
Strong foundation in financial valuation requirements for fair value analyses under financial reporting requirements
Proficiency in Microsoft Word, PowerPoint, and Excel 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 capital markets
Client and staff management skills
Excellent problem-solving skills and growth mindset
Understanding of derivatives and advanced modeling techniques for life sciences and technology companies strongly preferred
Candidates located in the San Francisco Bay Area or Southern California preferred
Relocation assistance is not available

Benefits

Comp & perks

Unlimited PTO for all new Associates
Healthcare benefits
Retirement benefits
Competitive base salary and bonus structure
Flexible work locations and schedules
Flexible culture supporting a balanced lifestyle
Remote-first operations
Digital collaboration tools and paperless workflows