Berkeley Research Group

Senior Associate - Corporate Finance - Transaction Advisory

Berkeley Research Group$80K — $135K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's or Master's degree in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field; MBA or CPA is a plus.
  • 3+ years of experience in a consulting or professional services environment.
  • Expertise in financial modeling and analysis, particularly using Excel.
  • Ability to manage and analyze large volumes of data effectively.
  • Strong written and oral communication skills with the ability to engage with diverse stakeholders.
  • Mature presence, empathy, and intellectual curiosity; quick learner.
  • Strong problem-solving abilities and project management skills.

Responsibilities

  • Support day-to-day activities of the Transaction Advisory client service teams on buy and sell side diligence engagements.
  • Delegate and lead project teams effectively throughout engagements.
  • Identify purchase price adjustment issues and provide deal structuring insights.
  • Utilize analytical skills for quality of earnings and financial trend analyses.
  • Foster collaboration with TA and BRG experts, and client contacts.
  • Prepare detailed reports, analyses, presentations, and other deliverables for clients.
  • Contribute to the growth of the consulting practice, including marketing and client pitches.

Benefits

  • Flexible work environment with a hybrid model.
  • Opportunities for professional development and networking with industry leaders.
  • Access to diverse and interdisciplinary teams for enhanced insights.
  • Participation in a fast-growing entrepreneurial consulting practice.
  • Ethical workplace culture emphasizing professionalism and integrity.
Full Job Description

We do Consulting Differently

The BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities and demand. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of transaction advisory assignments.  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 will have skills in the following areas:

  • 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.

  • Assist in identifying issues for purchase price adjustments and potential deal structuring insights.

  • 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, business plan assessments and cash flow statements.

  • 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.

  • Be ready to expand your network with clients to become a trusted and reputable advisor.

Qualifications:

  • Bachelors or Masters degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field (MBA or CPA is a plus);

  • 3+ years of work experience, ideally in a consulting or professional services environment;

  • Expertise in financial modeling and analysis (particularly in Excel), including constructing and understanding 3-statement financial models, cash flows and scenario analyses;

  • Ability to manage and analyze large volumes of financial and operational data;

  • Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations;

  • Excellent written and oral communication skills and a demonstrated 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 well independently or in a team dynamic;

  • Ability to manage multiple tasks, prioritize changing work demands and learn quickly;

  • CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus;

  • Advanced in Microsoft Word, Excel, PowerPoint;

  • Familiarity with financial research tools (e.g., Capital IQ, Bloomberg, etc.); and

  • Willingness to travel up to 25%

Candidate must be able to submit verification of his/her legal right to work in the United States, without company sponsorship.

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Salary Range: $80,000 to $135,000 per year.

About BRG
 
BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart—and gets you ahead.

At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe.

Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients’ challenges. We get results because we know how to apply our thinking to your world.

At BRG, we don’t just show you what’s possible. We’re built to help you make it happen.  

BRG is proud to be an 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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