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Associate Director – Finance Excellence – (Strategic Performance Solutions)

Berkeley Research Group

New York, NY · Posted October 29, 2026

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About the job

We Do Consulting Differently

Associate Director – Finance Excellence – (Strategic Performance Solutions)

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.

Why BRG

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

What We Do

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

Role Expectations:

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 the use of 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

Who We Are Looking For

Experience

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

Skills & Capabilities

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

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: $150,000 to $250,000 per year.

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.