Finance Transformation Lead: Strategy & Performance

Berkeley Research Group, LLC; New York (NY); On-site; USD 125,000 - 215,000; Full time

Job summary

BRG seeks a senior Corporate Finance professional to lead day-to-day engagements across finance transformation, operational improvement, and value creation for clients ranging from private equity to corporate sponsors.

You will translate complex challenges into structured analyses, develop board-ready presentations and financial models, and mentor junior staff while leveraging ERP/EPM/BI tools to drive performance. Travel as needed.

Qualifications

• 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

Responsibilities

• 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

Skills

Financial Modeling

Data Analysis

Leadership

Client Relations

Communication Skills

Education

Bachelor's degree in Accounting, Finance, Economics, Business

MBA or advanced degree a plus

CPA, CFA or equivalent credential a plus

Tools

ERP

EPM

BI

Job description

BRG seeks a senior Corporate Finance professional to lead day-to-day engagements across finance transformation, operational improvement, and value creation for clients ranging from private equity to corporate sponsors.

You will translate complex challenges into structured analyses, develop board-ready presentations and financial models, and mentor junior staff while leveraging ERP/EPM/BI tools to drive performance. Travel as needed.