Consultant - Corporate Finance - Transaction Advisory

Berkeley Research Group, LLC; Boston (MA); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking talented professionals for its Transaction Advisory practice. This role offers a unique opportunity to engage in diverse transaction advisory assignments, focusing on articulating key financial findings and recommendations. Ideal candidates will thrive in a collaborative environment, leveraging their expertise in financial analysis, project management, and problem-solving to support client engagements. With a commitment to professionalism and integrity, you will contribute to a growing consulting practice while expanding your network and becoming a trusted advisor. If you are driven, analytical, and ready to make an impact, this position is for you!

Qualifications

• 4-6 years of experience in consulting or professional services.
• Expertise in financial modeling and analysis with Excel.

Responsibilities

• Support day-to-day activities of transaction advisory client service teams.
• Lead preparation of reports and presentations for clients.

Skills

Financial Statement Review

Quality of Earnings

Analytical Skills

Problem Solving

Project Management

Communication Skills

Education

Bachelor's or Master's degree in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics

MBA or CPA

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Capital IQ

Bloomberg

Job description

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.); and
• 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.