Associate Director – Finance Excellence – (Strategic Performance Solutions)

LE001 Berkeley Research Group, LLC; New York (NY); On-site; USD 170,000 - 250,000; Full time

Benefits offered by this job

Travel opportunities

Direct access to executives

Job summary

BRG is seeking an Associate Director in Finance Excellence to lead engagements across finance transformation and operational performance. You will partner with CFOs, PE sponsors, and lenders to drive measurable improvements and value creation.

You will translate complex challenges into structured analyses, develop transformation roadmaps, and deliver board-ready presentations. The role requires 8+ years of related experience and a strong command of financial modeling and ERP/EPM platforms.

Qualifications

• 8+ years of experience in consulting, investment banking, private equity, or related advisory roles.
• Experience in both consulting and industry environments is a plus.
• Exposure to PE-backed companies or sponsor-driven environments is preferred.
• Ability to lead teams and deliver under pressure in fast-moving environments.

Responsibilities

• Lead day-to-day engagements across finance transformation, operational improvement, and value creation.
• Serve as primary client contact for CFOs and executive leadership.
• Translate complex business problems into structured analyses and actionable workplans.
• Develop board-ready presentations, financial models, and transformation roadmaps.
• Identify improvement opportunities through data-driven analysis and strategic problem solving.
• Mentor junior team members and manage multiple workstreams.

Skills

Financial modeling

Executive communication

Team leadership

Data analysis

Project management

ERP platforms

Education

Bachelor's in Accounting/Finance

MBA or advanced degree

CPA/CFA a plus

Tools

Excel

ERP systems

EPM

BI platforms

Job description

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

• 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.

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.