Senior Associate - Corporate Finance -Transaction Advisory

LE001 Berkeley Research Group, LLC; New York (NY); On-site; USD 80,000 - 135,000; Full time

Job summary

LE001 Berkeley Research Group, LLC is seeking a knowledgeable professional in their Transaction Advisory practice. The role demands collaboration in a team-oriented environment addressing a variety of transaction advisory assignments. Candidates should have strong financial modeling skills, the ability to work on diverse tasks, and demonstrate high ethical standards.

The position offers an annual salary range of $80,000 to $135,000, along with opportunities to grow within a dynamic consulting practice.

Qualifications

• 3+ years of experience in a consulting or professional services environment.
• Expertise in financial modeling and analysis, particularly in Excel.
• Willingness to travel up to 25%.

Responsibilities

• Support day-to-day activities of client service teams.
• Lead preparation of reports and client deliverables.
• Assist in identifying issues for purchase price adjustments.

Skills

Financial modeling and analysis

Problem-solving skills

Excellent communication skills

Project management

Ability to work in a team

Education

Bachelor’s or Master’s degree in Business/Finance

Tools

Microsoft Excel

Capital IQ

Bloomberg

Job description

Overview

We do Consulting Differently. 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.

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 quality of earnings, financial trend analysis, working capital trending, 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

• Bachelor’s or Master’s degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field (MBA or CPA is a plus).
• 3+ 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; manage multiple tasks, prioritize changing work demands and learn quickly.
• CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus.
• Advanced proficiency in Microsoft Word, Excel, PowerPoint.
• Familiarity with financial research tools such as Capital IQ, Bloomberg, etc.
• Willingness to travel up to 25%.
• Candidate must be able to submit verification of legal right to work in the United States, without company sponsorship.

Salary

Salary Range: $80,000 to $135,000 per year.

About BRG

BRG combines world‑leading academic credentials with world‑tested business expertise to help clients address complex challenges across the globe.

Equal Opportunity Employer

BRG is proud to be an 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.

Reasonable Accommodation

If you need reasonable accommodation for any part of the employment process, please contact us by email at [e-mail] and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case‑by‑case basis.