Senior Strategy Lead – FP&A and Business Development

Business Development Boston, Massachusetts

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Description

Position at Berkeley Research Group, LLC

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 on companies that are either underperforming or in transition.  
 
Comprised of experienced, hands-on professionals that are results-oriented and data-driven, the market leading BRG Corporate Finance practice collaborates as partners with management teams and sponsors to focus on strategic options that maximize value for stakeholders.  Furthermore, the practice has deep operational experience to deliver interim management to companies in need of C-Suite level experience and targeted surge resources to ease the pressure on management teams.   
 
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 core service offerings include: 
  • Turnaround & Restructuring (T&R)
  • Transaction Advisory (TA)
  • Performance Improvement (PI)
  • Finance Excellence (FE)
  • Private Equity PortCo Services (PEPS)
  • Transaction & Valuation Opinions (VAL)
RESPONSIBILITIES 
 
This position offers advancement opportunities within a rapidly growing, dynamic and fast-paced consulting firm in an entrepreneurial environment.
  • Lead workflows that will drive strategic decision making for our Turnaround & Restructuring, Performance Improvement, and Transaction Services sub-practice areas within the Corporate Finance practice
  • Working with Corporate Finance leadership to drive strategy, growth, and results
  • Drive management reporting, financial analysis, and other business-unit/practice-level analysis and reporting requirements
  • Developing and driving business development and operational initiatives
  • Prioritizing and executing business development efforts centered around identifying new referral sources while equally strengthening existing relationships
  • Quarterbacking client proposals and presentations to increase and improve brand awareness in key market segments
  • Supporting other client- and engagement-related activities (e.g., engagement letters)
 
QUALIFICATIONS 
  • Bachelors degree or degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field;
  • 5-10 years of work experience, ideally in a consulting or professional services environment;
  • Highly successful candidates will exhibit the following traits:
    • Works or coming from a high-paced, dynamic, and demanding environment
    • Former consultants wanting to transition from client-service to internal strategy role
    • Former Investment Bankers looking for more flexibility and work-life balance
    • Highly challenging, stimulating role working with senior leadership
  • Strong executive presence and high emotional intelligence to work with the most senior leaders
  • Advanced excel and financial analysis skills including ability to concisely present information to senior leadership in a digestible format
  • Ability to work autonomously while delivering high-quality, client-ready work products
  • Excellent communication and written skills including very keen attention to detail and high proficiency in business writing
  • Aptitude to develop insights and recommendations to business problems
  • Ability to manage multiple tasks/requests, prioritize changing work demands, and learn quickly
  • Advanced PowerPoint skillset and strong Excel skillset required
  • Familiarity with financial research tools (e.g., Capital IQ, Bloomberg, etc.)
Candidate must be able to submit verification of his/her legal right to work in the United States, without company sponsorship.

About BRG

Berkeley Research Group, LLC (BRG) is a global consulting firm that helps leading organizations advance in three key areas: disputes and investigations, corporate finance, and strategy and operations. Headquartered in California with over 40 offices around the world, we are an integrated group of experts, industry leaders, academics, data scientists, and professionals working beyond borders and disciplines. BRG strives to build and nurture a culture where inclusiveness is instinctive, not an initiative. We celebrate and value the diversity of our professionals and are dedicated to maintaining a truly inclusive work environment where all individuals feel respected and valued. We harness our collective expertise to deliver the inspired insights and practical strategies our clients need to stay ahead of what's next.

Berkeley Research Group 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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