Teams at BPM LLP

Manage business valuation engagements for financial reporting, tax, transactions, disputes, and audit support. Lead valuation analyses, reports, exhibits, quality control, issue resolution, client relationships, staff development, project management, and business development. Apply financial modeling, capital markets, derivatives, and advanced analytical techniques while supporting marketing and thought leadership initiatives.

Oversee outsourced accounting and financial advisory services for UHNW clients, family-owned businesses, startups, and private companies. Responsibilities include cash flow modeling, financial reporting, financing support, succession and exit planning, tax planning, risk management, ERP implementation, process optimization, and multi-entity accounting. The role also manages staff, mentors junior employees, and advises executives on complex accounting matters.

Leads fiduciary accounting engagements for trusts, estates, conservatorships, and guardianships. Reviews fiduciary accountings and reports, advises trustees and professional partners, manages budgets and deadlines, and supervises distributed teams. Develops processes and training to improve operational efficiency while supporting client relationships and business development. Requires strong accounting, fiduciary administration, project management, communication, and staff leadership experience.