Senior Associate - Corporate Finance - Transaction Advisory

Berkeley Research Group • Chicago, IL

8d • Hybrid

About The Position

BRG’s Transaction Advisory practice is seeking professionals to support client and market demand. The role works in team-oriented environments across a diverse range of transaction advisory assignments, including buy- and sell-side diligence. It focuses on articulating findings and recommendations regarding transaction-related financial and business issues and key value drivers. The position also contributes to the development of a growing consulting practice and to building trusted client relationships.

Requirements

• Bachelor’s or master’s degree or equivalent in business, accounting/finance, management, engineering, economics, mathematics, or a related field.
• At least 3 years of work experience; consulting or professional services experience is preferred.
• 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 and ability to interact with junior and senior team members, senior management, stakeholders, and other professionals.
• Mature presence, empathy, intellectual curiosity, and ability to learn quickly.
• Strong problem-solving and project-management skills.
• Ability to work independently and in a team.
• Ability to manage multiple tasks, prioritize changing work demands, and learn quickly.
• Advanced proficiency in Microsoft Word, Excel, and PowerPoint.
• Familiarity with financial research tools such as Capital IQ or Bloomberg.
• Willingness to travel up to 25%.
• Must submit verification of legal right to work in the United States without company sponsorship.

Nice To Haves

• MBA or CPA.
• CFA, CPA (or equivalent), or technical/GAAP accounting expertise.
• Experience in a consulting or professional services environment.

Responsibilities

• Support day-to-day activities of Corporate Finance–Transaction Advisory client service teams executing buy- and sell-side diligence engagements.
• Apply project delegation, supervision, and leadership skills across engagement areas.
• Assist in identifying issues for purchase price adjustments and potential deal-structuring insights.
• Perform analyses including quality of earnings, financial trends, working-capital trends and benchmarks, financial statement reviews, business-plan assessments, and cash-flow statements.
• Collaborate with Transaction Advisory and BRG experts, professionals from other firms, and client contacts to achieve engagement objectives.
• Lead preparation of reports, written analyses, presentations, and other client deliverables.
• Contribute to the consulting practice’s marketing, client pitches, product development, and practice development.
• Demonstrate professionalism, ethics, quality, and integrity.
• Develop client relationships and become a trusted advisor.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior