Associate Director - Corporate Finance - Valuation

LE001 Berkeley Research Group, LLC; Boston (MA); On-site; USD 150,000 - 300,000; Full time

Job summary

BRG Corporate Finance in Boston seeks an Associate Director - Corporate Finance - Valuation to lead complex valuation engagements for private equity, sponsors, and lenders. The role blends hands-on modeling with strategic client advisory.

You will supervise junior staff, develop reports and analyses, and contribute to business development while collaborating across BRG's global network. Candidates should have 8+ years of valuation experience, strong Excel modeling, and excellent communication;

Qualifications

• 8+ years of valuation work experience, preferably with a national accounting or valuation firm.
• Expertise in financial modeling and analysis (3-statement models, cash flows, scenario analyses).
• Ability to manage and analyze large volumes of financial and operational data.
• Excellent written and oral communication with junior and senior staff and clients.
• Experience leading client-ready valuation deliverables.

Responsibilities

• Direct junior staff in developing detailed financial models to value companies and fund investments.
• Present thorough analyses to clients within project scope.
• Consistently meet client deadlines and quality expectations.
• Demonstrate professionalism, ethics, quality, and integrity.
• Take ownership of the work product and analyses.
• Train junior staff on valuation fundamentals.
• Manage deadlines of project tasks undertaken by junior staff.
• Lead the preparation of reports, analyses, and client deliverables.
• Collaborate with BRG experts and client contacts to achieve engagement goals.
• Demonstrate leadership and delegation across engagements.
• Contribute to building a fast-growing consulting practice including marketing and pitches.

Skills

Financial modeling

3-statement modeling

Leadership

Education

Bachelor's or Master's degree in Business/Finance/Engineering/Economics

Tools

Excel

Job description

We Do Consulting Differently

Associate Director - Corporate Finance - Valuation

ABOUT BRG CORPORATE FINANCE The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders on companies that are either underperforming or in transition. Comprised of experienced, hands‑on professionals that are results oriented and data driven, the market leading BRG Corporate Finance practice collaborates as partners with management teams and sponsors to focus on strategic options that maximum value for stakeholders. Furthermore, the practice has deep operational experience to deliver interim management to companies in need of C‑Suite level experience and targeted surge resources to ease the pressure on management teams. The BRG Corporate Finance practice has in‑depth experience across a wide range of industries and markets, including but not limited to retail, consumer products, financial services, healthcare, and technology. Across sectors, BRG has experienced professionals who understand the challenges clients face —making it well‑equipped to help solve clients’ issues.

Our five core service offerings include:

• Turnaround & Restructuring (T&R)
• Strategic Performance Solutions (SPS)
• Retail Performance Improvement (RPI)
• Transaction Advisory (TA)
• Transaction & Valuation Opinions (VAL)

BRG Transaction and Valuation Opinions provides valuation services in support of i) transaction opinions (fairness and solvency opinions), ii) marking alternative investments portfolios, iii) GP managers, iv) corporate tax and financial reporting, and v) special situations/disputes. Our clients are leading hedge funds, private equity funds, venture capital funds, limited partners, lenders, corporations, boards of directors, independent directors and attorneys. We look for individuals who have proven management skills, including recruiting, training and mentoring of junior staff. Candidates will have strong technical valuation competencies, fluency with three statement modeling, an understanding of industry standards, the ability to team with a variety of industry specialists, and an interest in growing one’s own leadership capabilities. The individual will work with senior valuation consulting professionals on a broad range of engagements. This position offers advancement opportunities within a rapidly growing, dynamic and fast‑paced consulting firm in an entrepreneurial environment.

Responsibilities undefined

• Direct junior staff in developing detailed financial models to value companies and fund investments
• Present thorough analyses to our clients consistent with the scope of the projects
• Consistently meet client deadlines and quality expectations
• Demonstrate the highest degree of professionalism, ethics, quality, and integrity
• Take ownership in the work product, including the analyses developed by junior staff
• Train junior staff on valuation fundamentals and how to apply those skills to the group’s varied scope of services
• Effectively manage the deadlines of the project tasks undertaken by junior staff
• Lead the preparation of reports, written analyses, presentations, and other client deliverables
• Demonstrate the ability to work in a team environment; collaborate with BRG experts from many parts of the firm, professionals from other firms and client contacts to achieve engagement and business development objectives
• Demonstrate consistent, balanced project delegation, supervision and leadership skills across all areas of an engagement
• Participate in the development of a fast‑growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development
• Be ready to expand your network with clients to become a trusted and reputable advisor

Qualifications

• Bachelors or Masters degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field
• 8+ years of prior valuation work experience is required, preferably with a national accounting firm or valuation firm
• Expertise in financial modeling and analysis (particularly in Excel), including constructing and understanding 3‑statement financial models, cash flows and scenario analyses
• Ability to manage and analyze large volumes of financial and operational data
• Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations
• Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management and other stakeholders or professionals
• Experience as a key team member leading the development and ultimate completion of client‑ready valuation deliverables (or similar client service deliverables)
• Mature presence, empathy, intellectual curiosity, and ability to learn quickly
• Strong problem solving and project management skills
• Ability to work well independently or in a team dynamic
• Ability to manage multiple tasks, prioritize changing work demands and learn quickly
• Significant progress toward an ASA designation, CFA or other similar designation will be looked upon favorably
• Candidate must be able to submit verification of their legal right to work in the United States, without company sponsorship

Salary Range is $150,000 - $300,000

About BRG BRG combines world‑leading academic credentials with world‑tested business expertise and purpose‑built emerging technologies. Our culture centers on agility and connectivity which sets us apart and gets you ahead. At BRG, our professionals include specialist consultants, industry experts, renowned academics, and leading‑edge data scientists. Together, they bring a diversity of real‑world experience, data, and human and artificial intelligence, to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges facing organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking. When paired with our global reach and resources, our diverse perspectives and technical capabilities make us uniquely capable to address our clients’ challenges. We get results because we know how to apply our thinking to your world. At BRG, we don’t just show you what’s possible. We’re built to help you make it happen.

BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.

We do Consulting Differently It takes more than top‑tier people. It takes top‑tier people grounded in real‑world expertise, working together in the right ways. This is BRG. Purpose‑built for the agility and connectivity that sets us apart— we bring the best data, brightest talent, and boldest thinking to all that we do. With the crucial added ingredient of our real‑world business acumen, we translate insights into action.

BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.

If you need reasonable accommodation for any part of the employment process, please contact us by email at [e-mail] and let us know the nature of your request and your contact information. Requests for Website Accessibility and Required Information for Online Applicant Tracking Systems accommodation will be considered on a case‑by‑case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address.