Senior Associate, Investigations & Forensic Accounting

Berkeley Research Group; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Berkeley Research Group (BRG) is seeking a Senior Associate for its Forensic, Technology, Investigations & Discovery practice to support complex financial disputes and investigations. The role involves forensic accounting, lost profits, GAAP analysis, and economic damages, with engagement work across court, arbitration, and regulatory proceedings.

The successful candidate will have 2–4 years in public accounting or related advisory work, a CPA preferred, and will work from BRG offices in New

Qualifications

• A bachelor's degree in accounting, finance, or a related discipline is required.
• A master's degree in accounting or completion of a combined bachelor's and master's accounting program is preferred.
• Two to four years of relevant experience in public accounting, audit, forensic accounting, litigation consulting, financial investigations, valuation, or a related advisory practice.
• A CPA designation or demonstrated progress toward CPA licensure is strongly preferred.
• A strong foundation in GAAP, accounting methodology, and financial statement analysis, including the relationships among the general ledger.

Responsibilities

• Analyze financial statements, general ledgers, tax returns, transaction-level data, and other business records to identify financial activity and issues.
• Trace transactions, identify the flow of funds, and reconcile records for investigations of fraud and misstatements.
• Research GAAP and assess whether accounting treatments align with standards and evidence.
• Support post-closing disputes, including working capital adjustments and earn-outs, reviewing agreements and records.
• Develop and maintain financial models for lost profits, damages, and business valuations.
• Evaluate historical performance and forecasts to assess reasonableness of projections and losses.
• Assist in drafting expert report sections and exhibits connecting evidence to methods and conclusions.
• Prepare for depositions, hearings, and regulatory proceedings, review opposing methods, and identify issues for evaluation.
• Analyze intercompany transactions and related-party balances to support expert analyses.
• Maintain organized workpapers with clear source references for reproducibility and auditability.
• Review others' work for accuracy, consistency, and supportability.
• Communicate findings to engagement teams and participate in client discussions.
• Collaborate across engagements, manage priorities, and meet deadlines with high-quality standards.

Skills

Analytical thinking

Communication

Attention to detail

Team collaboration

Education

Bachelor's degree in accounting or related field

Master's degree in accounting or combined program

Tools

GAAP knowledge

Financial statement analysis

Public accounting experience

Litigation support experience

Job description

We Do Consulting Differently

About BRG

BRG brings together industry specialists and leading experts in accounting, damages analysis, economics, finance, valuation, data analytics, and strategic analysis. Our Economics, Disputes & Investigations community helps clients address complex business challenges through rigorous analysis, independent perspectives, and clear, practical insights.

About the Role

BRG's Forensic, Technology, Investigations & Discovery practice is seeking a Senior Associate interested in working from BRG's Houston, Chicago, or New York City offices to support complex financial disputes and investigations. The successful candidate will work with engagement professionals on forensic accounting, business valuation, lost profits, and economic damages analyses supporting expert opinions in litigation and other dispute proceedings.

Engagements may involve fraud allegations, post-closing M&A disputes, disputed accounting methodologies, compliance with generally accepted accounting principles (GAAP), alter-ego allegations, lost profits, business valuation, and economic damages. The role emphasizes rigorous, standards-based analysis and clear documentation that supports expert reports and testimony in court, arbitration, and regulatory proceedings.

This role is well suited to a public accounting or advisory professional who wants to apply accounting knowledge and professional skepticism to disputed financial issues. Professionals with experience in a Big Four environment tend to do well in this role, drawing on their technical foundation, analytical rigor, and client-service experience. Candidates should enjoy examining underlying records, testing assumptions, and explaining complex financial matters clearly to both technical and nontechnical audiences.

Job Responsibilities

• Analyze financial statements, general ledgers, tax returns, transaction-level data, and other business records to identify relevant financial activity, inconsistencies, and potential accounting issues.
• Trace transactions, identify the flow of funds, and reconcile financial records to support investigations of alleged financial statement fraud, asset misappropriation, embezzlement, and other financial irregularities or disputed accounting practices.
• Research applicable accounting standards, including GAAP, and assist in evaluating whether accounting treatments and methodologies are consistent with those standards and the underlying financial evidence.
• Support analyses of post-closing M&A disputes involving working capital adjustments, earn-outs, and alleged breaches of representations and warranties, including reviewing relevant purchase agreement provisions and supporting accounting records.
• Develop and maintain financial models supporting lost-profits calculations, business interruption claims, economic damages analyses, and business valuations, including discounted cash flow analyses where appropriate.
• Evaluate historical financial performance, forecasts, and underlying assumptions to assess the reasonableness of financial projections and claimed losses.
• Assist in drafting expert report sections and preparing exhibits and supporting schedules that clearly connect financial evidence, analytical methods, assumptions, and conclusions.
• Support preparation for depositions, hearings, arbitration, trial, and regulatory proceedings by checking report support, reviewing opposing experts' methodologies and calculations, and identifying issues for expert evaluation.
• Analyze intercompany transactions, related-party balances, and financial relationships among entities to support expert analyses involving alter-ego allegations, without making legal determinations. Conduct company, industry, and economic research as needed.
• Maintain organized, reproducible workpapers with clear references to source documents so analyses can be reviewed, replicated, and supported under scrutiny.
• Review your own work and the work of others for accuracy, consistency, completeness, and supportability.
• Communicate findings effectively to engagement teams and contribute to client discussions as appropriate.
• Collaborate across engagements, manage competing priorities, and meet project deadlines while maintaining high standards of quality and confidentiality.
• Participate in practice development activities and travel as required by engagement needs.

Qualifications

• A bachelor's degree in accounting, finance, or a related discipline is required.
• A master's degree in accounting or completion of a combined bachelor's and master's accounting program is preferred.
• Two to four years of relevant experience in public accounting, audit, forensic accounting, litigation consulting, financial investigations, valuation, or a related advisory practice.
• A CPA designation or demonstrated progress toward CPA licensure is strongly preferred.
• A strong foundation in GAAP, accounting methodology, and financial statement analysis, including the relationships among the general ledger,