Consultant - Corporate Finance - Transaction Advisory

LE001 Berkeley Research Group, LLC; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

BRG (Berkeley Research Group) Boston seeks a Transaction Advisory professional to work with a team on buy- and sell-side diligence engagements. You will analyze financial statements, perform quality-of-earnings reviews, and build 3-statement models in Excel to support client decisions.

The role requires 4–6 years of relevant experience in consulting or professional services, with strong communication and the ability to travel up to 25%. MBA or CPA is a plus; CFA/CPA preferred.

Qualifications

• Bachelor's or Masters in Business/Finance or related field; MBA/CPA a plus.
• 4–6 years of experience in consulting or professional services.
• Strong financial modeling and ability to build 3-statement models.

Responsibilities

• Support day-to-day activities on buy/sell side diligence engagements.
• Lead reports, analyses, and client deliverables with senior team members.
• Identify issues for purchase price adjustments and deal structuring insights.
• Perform financial trend analyses, working capital reviews, and cash flow analysis.
• Collaborate across TA and BRG experts to achieve engagement objectives.

Skills

Financial modeling

Excel proficiency

Data analysis

Team leadership

Education

Bachelor's/Master's in Business/Finance

Tools

Capital IQ

Bloomberg

Excel

Job description

We do Consulting Differently

The BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities and demand. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of transaction advisory assignments. Articulating findings and recommendations around the key financial and business issues in a transaction and key value drivers are critical components for this position. The ideal candidate will have skills in the following areas: Financial Statement Review and Reconciliations Quality of Earnings Quality of Net Working Capital Business and Transactional Performance

Responsibilities

• Support the day-to-day activities of BRG's Corporate Finance -Transaction Advisory client service teams executing on buy and sell side diligence engagements.
• Demonstrate consistent, balanced project delegation, supervision and leadership skills across all areas of an engagement.
• Assist in identifying issues for purchase price adjustments and potential deal structuring insights.
• Utilize business, finance, accounting, and analytical skills to perform tasks including, but not limited to quality of earnings, financial trend analysis, working capital trending, and benchmark, financial statement review, business plan assessments and cash flow statements.
• Demonstrate the ability to work in a team environment; collaborate with TA and BRG experts, professionals from other firms and client contacts to achieve engagement objectives.
• Lead the preparation of reports, written analyses, presentations, and other client deliverables.
• Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development.
• Demonstrate the highest degree of professionalism, ethics, quality, and integrity.
• 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 (MBA or CPA is a plus);
• Four to six (4-6) years of work experience, ideally in a consulting or professional services environment;
• 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;
• 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;
• CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus;
• Advanced in Microsoft Word, Excel, PowerPoint;
• Familiarity with financial research tools (e.g., Capital IQ, Bloomberg, etc.);
• Willingness to travel up to 25%;
• Candidate must be able to submit verification of his/her legal right to work in the United States, without company sponsorship.

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About BRG

BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart—and gets you ahead. At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for 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 from diverse perspectives that, when paired with our global reach and resources, 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.