Consultant - Finance Excellence (Strategic Performance Solutions) in Boston, Massachusetts at Berkeley Research Group, LLC

BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status.
Position Title: Consultant - Finance Excellence (Strategic Performance Solutions)

Location: Boston, MA | New York, NY

Position Type: Full time

Requisition ID: JR100877

Description: We do Consulting Differently

The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. #ThinkBRG

The BRG Corporate Finance practice has in-depth experience across a wide range of industries and markets, including but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has experienced professionals who understand the challenges clients face — making it well-equipped to help solve clients’ issues.

Our five core service offerings include:

• Turnaround & Restructuring (T&R)
• Strategic Performance Solutions (SPS)
• Retail Performance Improvement (RPI)
• Transaction Advisory (TA)
• Transaction & Valuation Opinions (VAL)

We partner with companies, private equity firms, and private credit lenders to drive measurable financial and operational improvement. Our Finance Excellence vertical focuses on transforming the Office of the CFO – building the processes, talent, reporting infrastructure, and operating discipline that high-performing businesses need.

We are hands-on operators. Our teams work directly with management, move quickly, and deliver results that are visible on the income statement and balance sheet. We advise organizations on finance transformation, operational improvement, performance management, and transaction-related initiatives. We move seamlessly between strategic problem solving and practical implementation. We help clients improve performance, strengthen decision-making, and create long-term value.

• Entrepreneurial, fast-moving culture with real ownership and accountability at every level
• Work directly executive-level practitioners, PE sponsors, and operating partners
• Exposure to a diverse range of companies across industries and stages
• Clear advancement path within a rapidly growing practice
• Collaborative team of senior practitioners who invest in developing talent

Key Project Areas Include:

• Finance Transformation & Process Improvement
• Financial Planning & Analysis
• Performance Improvement and Value Creation
• Working Capital & Cash Improvement
• Controllership & Reporting
• Technology & Systems
• Surge Transaction & Transition Support

• 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 workstreams 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

• 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 Range: $120,000 to $160,000 per year.

#LI-SO1

#ThinkBRG

About BRG

BRG combines world-leading academic credentials with world-tested business expertise and purpose-built emerging technologies. Our culture centers on agility and connectivity which sets us apart and gets you ahead.

At BRG, our professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of real-world experience, data, and human and artificial intelligence, to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges facing 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. When paired with our global reach and resources, our diverse perspectives and technical capabilities 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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities