Associate Director - Corporate Finance - Valuation

Berkeley Research Group•Boston, MA

About The Position

BRG’s Corporate Finance practice provides strategic, operational, and financial advice to organizations and investors, including private equity firms, management teams, boards, lenders, and other clients. Its Transaction and Valuation Opinions group provides valuation services related to transaction opinions, alternative investment portfolios, GP managers, corporate tax and financial reporting, and special situations and disputes. The Associate Director will work with senior valuation consulting professionals across a broad range of engagements and help grow a fast-growing, entrepreneurial consulting practice. The role includes managing and developing junior staff, producing high-quality client work, and contributing to practice and business development. Advancement opportunities are available in a dynamic, fast-paced consulting firm.

Requirements

Bachelor’s or master’s degree (or equivalent) in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or a related field.
At least 8 years of prior valuation work experience.
Expertise in financial modeling and analysis, particularly in Excel, including constructing and understanding three-statement financial models, cash flows, and scenario analyses.
Ability to manage and analyze large volumes of financial and operational data.
Ability to interpret qualitative and quantitative analysis and develop insights and recommendations.
Excellent written and oral communication skills, with the ability to interact with junior and senior team members, senior management, stakeholders, and other professionals.
Experience as a key team member leading the development and completion of client-ready valuation deliverables or similar client-service deliverables.
Mature presence, empathy, intellectual curiosity, and ability to learn quickly.
Strong problem-solving and project-management skills.
Ability to work independently or in a team.
Ability to manage multiple tasks, prioritize changing work demands, and learn quickly.
Must be able to submit verification of legal right to work in the United States without company sponsorship.

Nice To Haves

Valuation experience with a national accounting firm or valuation firm is preferred.
Significant progress toward an ASA designation, CFA, or similar designation will be viewed favorably.

Responsibilities

Direct junior staff in developing detailed financial models to value companies and fund investments.
Present thorough analyses to clients in accordance with project scope.
Meet client deadlines and quality expectations consistently.
Maintain high standards of professionalism, ethics, quality, and integrity.
Take ownership of work products, including analyses developed by junior staff.
Train junior staff in valuation fundamentals and their application across the group’s services.
Manage deadlines for project tasks undertaken by junior staff.
Lead preparation of reports, written analyses, presentations, and other client deliverables.
Collaborate with BRG experts, professionals from other firms, and client contacts to achieve engagement and business-development objectives.
Apply balanced project delegation, supervision, and leadership across all areas of an engagement.
Contribute to development of the consulting practice, including marketing, client pitches, and product and practice development.
Develop client relationships and become a trusted advisor.