Senior Managing Consultant - Finance Excellence (Strategic Performance Solutions)

BRG; Boston (MA); On-site; USD 125,000 - 215,000; Full time

Job summary

BRG is seeking a finance transformation consultant in Boston, MA, with 6-12 years of experience in consulting or finance roles. You will lead client engagements, manage multiple workstreams, and develop financial models and presentations.

The ideal candidate will have a Bachelor’s degree in a related field, strong financial modeling skills, and the ability to communicate effectively with executive teams. Salary ranges from $125,000 to $215,000 per year, with opportunities for travel as needed.

Qualifications

• 6-12 years of experience in finance transformation or related advisory roles.
• Experience in consulting and industry environments preferred.
• Ability to manage multiple workstreams and mentor junior staff.

Responsibilities

• Lead the execution of finance transformation and operational improvement projects.
• Serve as the primary client contact for CFOs and executive teams.
• Develop board-ready presentations and financial models.

Skills

Financial modeling in Excel

Leadership and client relationship management

Data-driven analysis

ERP and BI platform knowledge

Executive-level communication

Education

Bachelor's degree in Accounting, Finance, Economics, Business or related field

MBA or advanced degree

CPA, CFA, or equivalent

Job description

Role Expectations

• 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

Experience

• 6‑12 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 working in both consulting and industry environments is a plus
• Exposure to PE‑backed companies, private credit, or sponsor‑driven environments strongly preferred
• Experience in distressed or restructuring contexts is a plus

Skills & Capabilities

• 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

Education & Credentials

• Bachelor's degree in Accounting, Finance, Economics, Business, or a related field required
• MBA or advanced degree a plus
• CPA, CFA, or equivalent credential a plus

Other

• Willingness to travel to client sites as needed based on project requirements
• Must have legal authorization to work in the United States without company sponsorship

Salary Range: $125,000 to $215,000 per year.

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.