Associate Director – Finance Excellence
BRG • Boston, MA12d • $150,000 - $250,000
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Associate Director – Finance Excellence – (Strategic Performance Solutions)
BRG•Boston, MA
•$150,000 - $250,000
About The Position
BRG’s Corporate Finance practice provides strategic, operational, and financial advice to private equity firms, management teams, boards, investors, lenders, and companies facing underperformance or transition. Its Finance Excellence vertical transforms the Office of the CFO by developing the processes, talent, reporting infrastructure, and operating discipline needed by high-performing businesses. The team partners with companies, private equity firms, and private credit lenders to deliver measurable financial and operational improvement through hands-on advisory and implementation work. The Associate Director will lead engagement execution across finance transformation, operational improvement, transaction readiness, and value creation. This role serves as a primary day-to-day client contact, develops analyses and executive recommendations, and produces board-ready presentations, financial models, transformation roadmaps, and performance reporting models. The Associate Director will identify and implement improvement opportunities, manage multiple workstreams, mentor junior colleagues, use emerging technologies and AI-enabled tools, and contribute to practice development through recruiting, training, business development, and thought leadership. Project areas include finance transformation and process improvement; financial planning and analysis; performance improvement and value creation; working capital and cash improvement; controllership and reporting; technology and systems; and transaction and transition support. The role requires travel to client sites as needed and legal authorization to work in the United States without company sponsorship. The stated salary range is $150,000 to $250,000 per year.
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 financial modeling and analysis capabilities in Excel, 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 digest 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.
- Willingness to travel to client sites as needed based on project requirements.
- Legal authorization to work in the United States without company sponsorship.
Nice To Haves
- Experience working 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 other advanced degree.
- CPA, CFA, or equivalent credential.
Responsibilities
- Lead day-to-day execution of engagements across 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 financial and operational 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.
- Use 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.
- Travel to client sites as needed based on project requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
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