Finance Transformation Lead - Strategy & Performance

Berkeley Research Group, LLC; New York (NY); Presencial; USD 170 000 - 230 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Entrepreneurial culture

Direct access to executives

Diverse industry exposure

Rapid career advancement

Collaborative senior team

Resumo da oferta

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

Qualificações

• 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

Responsabilidades

• 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

Conhecimentos

Financial modeling

Executive communication

Leadership

Data analysis

ERP/BI tooling

Finance transformation

Formação académica

Bachelor's in Accounting, Finance, Economics, Business

MBA or advanced degree a plus

CPA/CFA or equivalent a plus

Ferramentas

ERP platforms

BI/EPM tools

Descrição da oferta de emprego

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