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Consultant - Finance Excellence; Strategic Solutions

Job in Worcester, Worcester County, Massachusetts, 01609, USA
Listing for: LE001 Berkeley Research Group, LLC
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Corporate Finance, Financial Consultant, Financial Analyst, Financial Manager
  • Business
    Financial Analyst, Financial Manager
Salary/Wage Range or Industry Benchmark: 120000 - 160000 USD Yearly USD 120000.00 160000.00 YEAR
Job Description & How to Apply Below
Position: Consultant - Finance Excellence (Strategic Performance Solutions)

Role Overview

We partner with companies, private equity firms, and private credit lenders to drive measurable financial and operational improvement within the BRG Corporate Finance practice.

Responsibilities
  • Lead and contribute to client engagements focused on finance transformation, operational improvement, transaction readiness, and value creation initiatives
  • Analyze financial and operational data to identify performance gaps, trends, and improvement opportunities
  • Contribute to working sessions with CFOs and other executives, private equity sponsors, and other stakeholders
  • Build financial models, scenario analysis, and KPI reporting to support strategic and operational decision‑making
  • Develop clear, actionable recommendations and help implement process improvements across finance and operations
  • Prepare high-quality presentations, analyses, and executive‑ready deliverables
  • Manage work streams and junior team members, ensuring quality execution and timely delivery
  • Embrace the use of emerging technologies and AI‑enabled tools to improve workflows, enhance analysis, and support innovative client solutions
  • Contribute to practice development efforts, including recruiting, training, client pitches, and thought leadership initiatives
Experience & Skills
  • 3‑8 years of relevant experience in consulting, investment banking, private equity, financial or operational due diligence, finance transformation, corporate finance, operational improvement, or related advisory roles
  • Experience working in both consulting and industry environments is a plus
  • Exposure to PE‑backed companies or private credit environments is a plus
  • Experience in distressed or turnaround contexts is a plus
Skills & Capabilities
  • Strong financial modeling skills in Excel, including 3‑statement models, cash flow models, and scenario analyses
  • Solid understanding of core 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 insights
  • Familiarity with ERP, EPM, and BI platforms (SAP, Oracle, Workday, Adaptive, Anaplan, Power BI, etc.)
  • Excellent written and verbal communication skills with the ability to present findings clearly to senior stakeholders
  • Strong project management and organizational skills; able to manage competing priorities
  • Self‑starter who anticipates next steps and proactively solves problems
Education & Credentials
  • Bachelor's degree in Accounting, Finance, Economics, Business, or a related field required
  • MBA or advanced degree a plus
  • CPA, CFA, or equivalent credential a plus
Other
  • Willingness to travel to client sites as needed based on project requirements
  • Must have legal authorization to work in the United States without company sponsorship
Salary

$120,000 to $160,000 per year.

Equal Opportunity Employment

BRG is a proud Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law.

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