Senior Associate - Corporate Finance - Transaction Advisory
About The Position
BRG’s Transaction Advisory practice is seeking professionals to support its expanding client-service work. The Senior Associate works in a team-oriented environment on a diverse range of transaction advisory assignments, including buy- and sell-side diligence. The role involves analyzing financial and business issues in transactions, identifying key value drivers, and articulating findings and recommendations. Areas of focus include financial statement review and reconciliations, quality of earnings, quality of net working capital, and business and transactional performance. The position also contributes to the development of BRG’s entrepreneurial consulting practice through marketing, client pitches, and product and practice development. Candidates must be able to verify their legal right to work in the United States without company sponsorship. The role may require travel up to 25%.
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, ideally in consulting or professional services.
- 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, and other stakeholders or 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%.
- Ability to 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.
Responsibilities
- Support the day-to-day activities of Corporate Finance – Transaction Advisory client-service teams executing buy- and sell-side diligence engagements.
- Demonstrate balanced project delegation, supervision, and leadership across engagement areas.
- Assist in identifying issues for purchase price adjustments and potential deal-structuring insights.
- Perform quality-of-earnings analysis, financial trend analysis, working capital trending and benchmarking, financial statement reviews, business plan assessments, and cash flow statement analysis.
- Collaborate with Transaction Advisory and BRG experts, professionals from other firms, and client contacts to achieve engagement objectives.
- Lead the preparation of reports, written analyses, presentations, and other client deliverables.
- Contribute to the growth of the consulting practice, including marketing, client pitches, and product and practice development.
- Demonstrate professionalism, ethics, quality, and integrity.
- Build a client network and become a trusted advisor.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
