Consultant - Finance Excellence (Strategic Performance Solutions)

LE001 Berkeley Research Group, LLC; Massachusetts; On-site; USD 120,000 - 160,000; Full time

Job summary

LE001 Berkeley Research Group, LLC seeks a consultant for finance transformation, operational improvement, and transaction readiness. The role involves engaging with clients, analyzing financial data, and delivering high-quality insights.

The ideal candidate will have 3-8 years of relevant consulting experience and strong skills in financial modeling, project management, and communication. A Bachelor's degree in a related field is required, while an MBA or advanced degree is a plus. Salary range: $120,000 to $160,000 per year.

Qualifications

• 3-8 years of relevant experience in consulting or finance.
• Experience in distressed contexts is a plus.
• Strong project management and organizational skills.

Responsibilities

• Lead client engagements in finance transformation.
• Analyze financial and operational data for insights.
• Develop actionable recommendations for clients.

Skills

Financial modeling skills in Excel

Understanding of finance and operational processes

Data analysis

Communication skills

Project management skills

Education

Bachelor's degree in Accounting, Finance, Economics, Business or a related field

MBA or advanced degree

CPA, CFA or equivalent credential

Tools

Excel

ERP platforms (SAP, Oracle, Workday)

BI platforms (Power BI, Anaplan)

Job description

Role Overview

We partner with companies, private equity firms, and private credit lenders to drive measurable financial and operational improvement within the BRG Corporate Finance practice.

Responsibilities

• Lead and contribute to client engagements focused on finance transformation, operational improvement, transaction readiness, and value creation initiatives
• Analyze financial and operational data to identify performance gaps, trends, and improvement opportunities
• Contribute to working sessions with CFOs and other executives, private equity sponsors, and other stakeholders
• Build financial models, scenario analysis, and KPI reporting to support strategic and operational decision‑making
• Develop clear, actionable recommendations and help implement process improvements across finance and operations
• Prepare high-quality presentations, analyses, and executive‑ready deliverables
• Manage workstreams and junior team members, ensuring quality execution and timely delivery
• Embrace the use of emerging technologies and AI‑enabled tools to improve workflows, enhance analysis, and support innovative client solutions
• Contribute to practice development efforts, including recruiting, training, client pitches, and thought leadership initiatives

Experience & Skills

• 3‑8 years of relevant 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 or private credit environments is a plus
• Experience in distressed or turnaround contexts is a plus

Skills & Capabilities

• Strong financial modeling skills in Excel, including 3‑statement models, cash flow models, and scenario analyses
• Solid understanding of core 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 actionable insights
• Familiarity with ERP, EPM, and BI platforms (SAP, Oracle, Workday, Adaptive, Anaplan, Power BI, etc.)
• Excellent written and verbal communication skills with the ability to present findings clearly to senior stakeholders
• Strong project management and organizational skills; able to manage competing priorities
• 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

Salary

$120,000 to $160,000 per year.

Equal Opportunity Employment

BRG is a proud 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.