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Manager- Transaction Advisory Services

Remote / Online - Candidates ideally in
New York, New York City, Richmond County, New York, USA
Listing for: Bpm-LLP
Full Time, Remote/Work from Home position Listed on 2026-11-05
Job specializations:
  • Business
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 140000 - 165000 USD Yearly USD 140000.00 165000.00 YEAR

Job Description & How to Apply Below

Location: New York

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

  • Well-being resources:
    Interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs)

  • Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself

  • Professional development opportunities: A learning culture with CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through BPM University

  • Be part of a purpose‑driven organization:
    Values people, community, and sustainability, where BPM's B Corp commitment is reflected in the way we work and support one another.

Who is successful at BPM:
  • Caring people who put others first

  • Self‑starters who embody the BPM entrepreneurial spirit

  • Authentic individuals with a diverse point of view

  • Lifelong learners with a drive to excel

  • Resilient people who rise to the occasion

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

$140,000 - $165,000 a year

Estimated Salary Range: $140,000 - $165,000/Annual

The salary range provided is intended for candidates in the San…

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