Associate Director – Finance Excellence – (Strategic Performance Solutions)

Berkeley Research Group, LLC; New York (NY); On-site; USD 170,000 - 230,000; Full time

Benefits offered by this job

Entrepreneurial culture

Direct access to executives

Diverse industry exposure

Rapid career advancement

Collaborative senior team

Job summary

BRG is seeking an Associate Director – Finance Excellence in New York, NY to lead finance transformation engagements and drive measurable performance improvements for clients across industries. You will partner with CFOs and executive teams, translating complex challenges into actionable roadmaps and board-ready analyses.

Applicants should have 8+ years in consulting or related advisory roles, with strong modeling, ERP/BI proficiency, and a track record of leading teams in fast-paced

Qualifications

• 8+ years of experience in consulting, investment banking, private equity, financial or operational due diligence, finance transformation, corporate finance, operational improvement, or related advisory roles
• Experience in both consulting and industry environments is a plus
• Exposure to PE-backed companies, private credit, or sponsor-driven environments strongly preferred
• Willingness to travel to client sites as needed

Responsibilities

• Lead day-to-day execution of engagements across finance transformation, operational improvement, transaction readiness, and value creation
• Serve as primary day-to-day client contact for CFOs, executive leadership teams, private equity sponsors, and lender stakeholders
• Translate complex business challenges into structured analyses, actionable workplans, and executive-level recommendations
• Develop board-ready presentations, financial models, transformation roadmaps, and performance reporting models
• Identify operational and financial improvement opportunities through data-driven analysis and strategic problem solving
• Implement process improvements across finance, accounting, and operations to drive efficiency and business performance
• Manage multiple workstreams while mentoring junior team members and ensuring high quality execution
• Embrace the use of emerging technologies and AI-enabled tools to improve workflows, enhance analysis, and support innovative client solutions
• Support practice development, including recruiting, training, business development, and thought leadership initiatives

Skills

Financial modeling

Executive communication

Leadership

Data analysis

ERP/BI tooling

Finance transformation

Education

Bachelor's in Accounting, Finance, Economics, Business

MBA or advanced degree a plus

CPA/CFA or equivalent a plus

Tools

ERP platforms

BI/EPM tools

Job description

BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status.

Position Title: Associate Director – Finance Excellence – (Strategic Performance Solutions)

Location: New York, NY | Boston, MA

Position Type: Full time

Requisition ID: JR101178

We Do Consulting Differently

Associate Director – Finance Excellence – (Strategic Performance Solutions)

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 or companies that are either underperforming or in transition. #ThinkBRG

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, energy 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)

We partner with companies, private equity firms, and private credit lenders to drive measurable financial and operational improvement. Our Finance Excellence vertical focuses on transforming the Office of the CFO – building the processes, talent, reporting infrastructure, and operating discipline that high‑performing businesses need.

We are hands‑on operators. Our teams work directly with management, move quickly, and deliver results that are visible on the income statement and balance sheet. We advise organizations on finance transformation, operational improvement, performance management, and transaction‑related initiatives. We move seamlessly between strategic problem solving and practical implementation. We help clients improve performance, strengthen decision‑making, and create long‑term value.

Why BRG

• Entrepreneurial, fast‑moving culture with real ownership and accountability at every level
• Direct access to executive‑level practitioners, PE sponsors, and operating partners
• Exposure to a diverse range of companies across industries and stages
• Rapidly growing practice and clear advancement to Director and above
• Collaborative senior team that values expertise, judgment, and intellectual rigor

What We Do

Key Project Areas Include:

• Finance Transformation & Process Improvement
• Financial Planning & Analysis
• Performance Improvement and Value Creation
• Working Capital & Cash Improvement
• Controllership & Reporting
• Technology & Systems
• Surge Transaction & Transition Support

Role Expectations:

• Lead the day‑to‑day execution of engagements across finance transformation, operational improvement, transaction readiness, and value creation
• Serve as primary day‑to‑day client contact for CFOs, executive leadership teams, private equity sponsors, and lender stakeholders
• Translate complex business challenges into structured analyses, actionable workplans, and executive‑level recommendations
• Develop board‑ready presentations, financial models, transformation roadmaps, and performance reporting models
• Identify operational and financial improvement opportunities through data‑driven analysis and strategic problem solving
• Implement process improvements across finance, accounting, and operations to drive efficiency and business performance
• Manage multiple workstreams while mentoring junior team members and ensuring high quality execution
• Embrace the use of emerging technologies and AI‑enabled tools to improve workflows, enhance analysis, and support innovative client solutions
• Support practice development, including recruiting, training, business development, and thought leadership initiatives

Who We Are Looking For

Experience

• 8+ years of experience in consulting, investment banking, private equity, financial or operational due diligence, finance transformation, corporate finance, operational improvement, or related advisory roles
• Experience working in both consulting and industry environments is a plus
• Exposure to PE‑backed companies, private credit, or sponsor‑driven environments strongly preferred
• Experience in distressed or restructuring contexts is a plus

Skills & Capabilities

• Expert‑level financial modeling and analysis capabilities in Excel, including 3‑statement models, cash flow models, and scenario analyses
• Deep knowledge of finance and operational processes, including budgeting and forecasting, accounting close, treasury, order‑to‑cash, and procure‑to‑pay
• Ability to digest large volumes of financial and operational data and translate findings into executive‑level actionable insights
• Strong command of ERP, EPM, and BI platforms and their role in finance transformation
• Proven ability to lead teams, manage client relationships, and deliver under pressure in fast‑moving environments
• Executive‑level written and verbal communication skills
• Self‑starter who anticipates next steps and proactively solves problems

Education & Credentials

• Bachelor's degree in Accounting, Finance, Economics, Business, or a related field required
• MBA or advanced degree a plus
• CPA, CFA, or equivalent credential a plus

Other

• Willingness to travel to client sites as needed based on project requirements
• Must have legal authorization to work in the United States without company sponsorship

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Equal employment opportunity, including veterans and individuals with disabilities.

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