Finance Transformation Leader — PE Performance & Value

LE001 Berkeley Research Group, LLC; Massachusetts; On-site; USD 125,000 - 215,000; Full time

Job summary

LE001 Berkeley Research Group, LLC is seeking a seasoned professional to lead finance transformation engagements, improving operations and delivering strategic insights for private-equity-backed companies.

You will manage engagements, work closely with clients, and advocate for operational improvements while mentoring junior team members. The ideal candidate has 6–12 years of relevant experience, expert-level financial modeling skills, and strong communication abilities.

The role offers a competitive salary between $125,000 and $215,000 per year based on experience.

Qualifications

• 6–12 years of experience in consulting, investment banking, or finance transformation.
• Expert-level financial modeling capabilities in Excel.
• Proven ability to lead teams and manage client relationships.

Responsibilities

• Lead day-to-day execution of engagements with private equity sponsors.
• Translate complex business challenges into actionable plans.
• Identify operational improvement opportunities through data analysis.

Skills

Consulting

Financial modeling and analysis

Operational improvement

Data-driven analysis

Client relationship management

Communication skills

Education

Bachelor’s degree in Accounting, Finance, Economics, or related field

MBA or advanced degree

CPA, CFA, or equivalent credential

Tools

Excel

ERP systems

Business Intelligence platforms

Job description

LE001 Berkeley Research Group, LLC is seeking a seasoned professional to lead finance transformation engagements, improving operations and delivering strategic insights for private-equity-backed companies.

You will manage engagements, work closely with clients, and advocate for operational improvements while mentoring junior team members. The ideal candidate has 6–12 years of relevant experience, expert-level financial modeling skills, and strong communication abilities.

The role offers a competitive salary between $125,000 and $215,000 per year based on experience.