LOCATION: The successful candidate can choose between working remotely or in the San Mateo, CA office.


Based in Silicon Valley, Bridgepointe was founded in 2002 on the principle that businesses need a strategic partner and advocate when procuring, implementing, and maintaining IT services and infrastructure. The Company’s IT Strategists offer business leaders direct access to a large portfolio of vendor-agnostic solutions, employing a six-step model that starts with getting to know a client’s business, challenges, and goals and culminates in recommendations and support around supplier selection. Bridgepointe’s expert IT Strategists help clients achieve optimal IT results without costly consulting agreements.

In January 2022, Bridgepointe announced a strategic growth investment from Charlesbank Capital Partners, raising more than $100 million as part of the transaction to fuel organic growth and fund acquisitions. Following this investment, Bridgepointe is building a fast-paced, entrepreneurial, and highly successful corporate team.

The ideal candidate will be excited to take responsibility for being an integral part of Bridgepointe’s Partner Community, along with Bridgepointe’s M&A machine while shaping the future of the IT channel industry. Key responsibilities include activities such as analyzing and administering revenue and commission streams, revenue growth/loss / churn analysis, work in progress forecasting along with occasional evaluation of investments, conducting due diligence (including business analysis, e.g., customer trends, revenue/cost analysis), closing transactions, and integrating acquisitions.

Given the importance of commission analysis to Bridgepointe’s strategy, the financial team will have day-to-day interaction with Bridgepointe’s management team, as well as potential acquisition targets, Bridgepointe’s partner community.

This position will report to Vice President of Finance.


The ideal candidate will have the following core experiences along with a positive, open and growth mindset including:

  • Bachelor’s degree required.

  • Relentless work ethic and passion to continuously improve and win.

  • 2-4 years of experience in financial services, ideally with buy-side or sell-side M&A experience (banking, consulting, private equity, venture capital, etc.).

  • Knowledge of and/or experience in technology, internet, data infrastructure, cloud services, SaaS, and/or communications is ideal – familiarity with the IT channel partner community is highly beneficial (but not requisite).

  • High degree of proficiency in Excel and PowerPoint, with experience performing robust data analysis and presenting synthesized recommendations.

  • Experience driving M&A processes including relationship building, sourcing, business diligence, legal diligence, and contract negotiation.

  • Ability to prioritize multiple workstreams in a fast-paced, self-directed environment.

  • Experience with ScanSource RPM is a benefit, but not required.

  • Experience in the Master Agent channel is a benefit, but not required.

To apply for this position please send your resume and a cover letter detailing your relevant experience and fit for this role to Laurie Roberts Kowalski at laurie@bpt3.net.