Associate Director – Finance Excellence – Strategic Performance Solutions

Berkeley Research Group (BRG)

. Lead the day-to-day execution of engagements across finance transformation, operational improvement, transaction readiness, and value creation .

Posted 10/14/2026full-timeUnited StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, operational improvement, and finance transformation, with a strong ability to lead teams and manage client relationships effectively. Proficient in developing actionable insights from complex data and creating board-ready presentations and financial models.

Highest-signal resume keywords

Financial ModelingOperational ImprovementFinance TransformationClient Relationship ManagementData-Driven Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingData AnalysisBudgeting and Forecasting3-Statement ModelsCash Flow ModelsScenario AnalysisProcess ImprovementOperational ProcessesPerformance ReportingTransformation Roadmaps

Soft Skills

Executive-Level CommunicationProblem SolvingMentoringSelf-StarterTeam Leadership

Tools & Technologies

ERP PlatformsEPM PlatformsBI PlatformsAI-Enabled Tools

Industry Keywords

ConsultingInvestment BankingPrivate EquityFinancial Due DiligenceOperational Due DiligenceCorporate FinanceDistressed ContextsRestructuringPE-Backed CompaniesSponsor-Driven Environments

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Lead the day-to-day execution of engagements across finance transformation, operational improvement, transaction readiness, and value creation
Serve as 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 operational and financial 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
Embrace 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

Requirements

What you’ll need

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
Experience working in both consulting and industry environments is a plus
Exposure to PE-backed companies, private credit, or sponsor-driven environments strongly preferred
Experience in distressed or restructuring contexts is a plus
Expert-level financial modeling and analysis capabilities in Excel, including 3-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 executive-level actionable 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 required
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

Benefits

Comp & perks

Entrepreneurial, fast-moving culture with real ownership and accountability at every level
Direct access to executive-level practitioners, PE sponsors, and operating partners
Exposure to a diverse range of companies across industries and stages
Rapidly growing practice and clear advancement to Director and above
Collaborative senior team that values expertise, judgment, and intellectual rigor