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Senior Managing Consultant - Finance Excellence (Strategic Performance Solutions)

$125k - $215k

LE001 Berkeley Research Group, LLC

About the Position This role is centered on leading day‑to‑day engagements in finance transformation, operational improvement, transaction readiness, and value creation for private‑equity‑backed companies. Role Expectations Lead the day‑to‑day execution of engagements, serving as primary client contact for CFOs, executive leadership teams, private‑equity sponsors, and lender stakeholders. Translate complex business challenges into structured analyses, actionable work plans, 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 and support innovative client solutions. Support practice development, including recruiting, training, business development, and thought‑leadership initiatives. Key Project Areas Finance Transformation & Process Improvement Financial Planning & Analysis Performance Improvement and Value Creation Working Capital & Cash Improvement Controllership & Reporting Technology & Systems Surge Transaction & Transition Support Qualifications 6–12 years of experience in consulting, investment banking, private equity, financial or operational due diligence, finance transformation, corporate finance, or operational improvement. Experience 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 (3‑statement models, cash‑flow models, scenario analyses). Deep knowledge of finance and operational processes (budgeting, forecasting, accounting close, treasury, order‑to‑cash, procure‑to‑pay). Ability to digest large volumes of 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 Requirements 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 $125,000 to $215,000 per year. Equal‑Opportunity Employer 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, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation. #J-18808-Ljbffr LE001 Berkeley Research Group, LLC

Vacancy posted 4 days ago
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