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Strong fit if you want client-facing corporate finance work at a CPA firm environment, can operate in a high-cost Bay Area market, and already perform beyond entry-level associate tasks. Thin public data on firm culture means fit hinges on conversations with the hiring team.
As a Corporate Finance Experienced Associate at Bpmcpa, a typical day may include building and reviewing financial models, supporting transaction or FP&A workpapers, reconciling management reporting, and coordinating with partners and client finance teams. Expect deadline-driven deliverables, quality review of analyses, and client meetings timed to reporting cycles rather than pure audit fieldwork.
Prioritize advanced Excel/modeling, financial statement fluency, variance analysis, and clear written deliverables. Comfort with ERP extracts, PowerPoint decks for leadership, and audit-ready documentation is useful. No certification resources were supplied in the data set.
The listing marks remote as no; expect Bay Area presence unless the firm later offers flexibility.
It typically signals prior relevant experience and more ownership than a first-year associate—confirm years and title mapping with Bpmcpa.
Start with regional and state context via California / Bay Area background, then verify commute and office location with the recruiter.
CORPORATE FINANCE EXPERIENCED ASSOCIATE at BPMCPA in San Francisco Bay Area - Full Time, No Remote What This Role Involves Step out of the busy season grind and step into a role where you can directly impact clients through their M&A/Transaction Advisory activities. As part of BPM’s Valuation team, you will collaborate closely with Firm leaders to provide comprehensive financial solutions. Your number-crunching skills and attention to detail will be put to good use as you advise clients on complex transactions. Core Duties Advising clients on M&A/Transaction Advisory activities Working directly with Firm leaders and senior professionals Providing comprehensive financial solutions and insights Contributing to the overall success of BPM’s Valuation team What We're Looking For We are seeking an experienced Corporate Finance Associate who possesses strong analytical skills, a keen eye for detail, and a passion for client service. You should have a proven track record in corporate finance or related fields, with a minimum of 3-5 years of experience. A CPA or CFA designation is highly desirable, but not required. Excellent communication and interpersonal skills are essential as you will be working closely with clients and internal teams. More About Bpmcpa BPM stands for “Because People Matter,” reflecting our commitment to fostering a diverse and inclusive environment where individuals can thrive both professionally and personally. As one of the largest California-based accounting firms, we offer flexible work locations and schedules, allowing professionals across the continent to contribute their unique perspectives. Our focus on comprehensive assurance, tax, and consulting services ensures that clients receive modern solutions tailored to their needs. Our initiatives and ideals have led us to be recognized as one of the “Best Places to Work” in the Bay Area and beyond. We are dedicated to providing meaningful careers for all employees while fostering an environment that supports a balanced lifestyle between work responsibilities and personal commitments. Next Steps To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.
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