Associate Director – Finance Excellence – (Strategic Performance Solutions)

Berkeley Research Group•Boston, NY

About The Position

The BRG Corporate Finance practice provides strategic, operational, and financial advice to private equity firms, management teams, boards, investors, lenders, and companies that are underperforming or in transition. Its Finance Excellence vertical focuses on transforming the Office of the CFO by building the processes, talent, reporting infrastructure, and operating discipline that high-performing businesses need. Teams work directly with management to deliver measurable financial and operational improvement, advising on finance transformation, operational improvement, performance management, and transaction-related initiatives. The Associate Director leads engagement execution across finance transformation, operational improvement, transaction readiness, and value creation. The role serves as a primary day-to-day client contact, develops structured analyses and executive recommendations, identifies improvement opportunities, implements process improvements, and manages multiple workstreams while mentoring junior team members. The Associate Director also contributes to practice development through recruiting, training, business development, and thought leadership. Travel to client sites may be required based on project needs.

Requirements

At least 8 years of experience in consulting, investment banking, private equity, financial or operational due diligence, finance transformation, corporate finance, operational improvement, or related advisory roles.
Expert-level Excel financial modeling and analysis, including three-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 analyze large volumes of financial and operational data and translate findings into actionable executive-level 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.
Bachelor's degree in Accounting, Finance, Economics, Business, or a related field.
Legal authorization to work in the United States without company sponsorship.

Nice To Haves

Experience in both consulting and industry environments.
Exposure to PE-backed companies, private credit, or sponsor-driven environments.
Experience in distressed or restructuring contexts.
MBA or advanced degree.
CPA, CFA, or equivalent credential.

Responsibilities

Lead day-to-day execution of engagements involving finance transformation, operational improvement, transaction readiness, and value creation.
Serve as the 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 improve efficiency and business performance.
Manage multiple workstreams, mentor junior team members, and ensure high-quality execution.
Use emerging technologies and AI-enabled tools to improve workflows, enhance analysis, and support client solutions.
Support practice development, including recruiting, training, business development, and thought leadership initiatives.
Travel to client sites as needed based on project requirements.