Berkeley Research Group

Corporate Finance-Transaction Advisory-Associate, Senior Associate, Consultant

Berkeley Research Group$80K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's or Master's degree in Accounting from a leading university; MBA or CPA is a plus.
  • 2+ years of experience in consulting or professional services, preferably at a multinational or Big Four firm.
  • Strong analytical skills and problem-solving abilities essential for financial analysis.
  • Effective leadership and project delegation skills in a team environment.
  • Excellent written and oral communication skills for client interactions.

Responsibilities

  • Support day-to-day activities of Transaction Advisory client service teams.
  • Demonstrate leadership in project supervision and delegation across all engagement areas.
  • Utilize financial and analytical skills for quality of earnings and financial trend analysis.
  • Collaborate with professionals to achieve engagement objectives and deliver high-quality results.
  • Lead preparation of client reports, analyses, and presentations.
  • Assist in marketing and development of consulting practice while contributing to client pitches.
  • Identify purchase price adjustments and provide deal structuring insights.

Benefits

  • Opportunity for growth in multiple markets and diverse assignments.
  • Participation in a fast-growing and entrepreneurial consulting practice.
  • Strong focus on professionalism, ethics, and integrity.
  • Collaborative team environment with exposure to senior management.
  • Potential travel opportunities, enhancing professional and personal experiences.
Full Job Description
BRG's Global Transaction Advisory practice is seeking to add due to client and market expansion. The opportunity to growth in multiple markets is open and the overall responsibilities gather here:

Articulating findings and recommendations around the key financial and business issues in a transaction and key value drivers are critical components for this position. The ideal candidate should be prepared to work in a team environment on a diverse range of transaction advisory services assignments relating to:
Financial Statement Review and Reconciliations
Quality of Earnings
Quality of Net Working Capital
Business and Transactional Performance
Responsibilities:
Support the day-to-day activities of BRG's Corporate Finance - Transaction Advisory client service teams executing on buy and sell side diligence engagements
Demonstrate consistent, balanced project delegation, supervision and leadership skills across all areas of an engagement
Utilize business, finance, accounting, and analytical skills to perform tasks including, but not limited to: quality of earnings, financial trend analysis, working capital trending, and benchmark, financial statement review, and business plan assessments
Demonstrate the ability to work in a team environment; collaborate with TA 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
Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development
Demonstrate the highest degree of professionalism, ethics, quality, and integrity
Assist in identifying issues for purchase price adjustments and potential deal structuring insights
Basic Qualifications:
Bachelor's or Master's degree in Accounting from a leading university. An MBA or CPA is a plus
2 plus years of prior work experience; ideally in a consulting or professional services environment (Multinational professional service firms or Big Four preferred)
Strong data analysis skills and problem solving abilities
Desire and ability to manage processes and other staff
Strong written and oral communication skills and a demonstrated ability to interact with senior management
Ability to work independently on smaller transactions
Willingness to travel up to 40% when/if needed
Preferred Skills
Proficient in Microsoft Word, Excel, PowerPoint
Experience with Big Data analysis, Data Visualization, and/or Business intelligence tools
Ability to manage multiple tasks and prioritize changing work demands
Ability to understand legal documents and complex agreements
Familiarity with financial research tools (e.g. Capital IQ, Bloomberg, etc.)
Work experience in an established and widely accepted Transaction Advisory practice
Experience and depth of knowledge of industry players, key industry drivers, and current trends

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