Senior Financial Analyst

Berkeley Research Group, LLC is hiring a Senior Financial Analyst to support BRG Corporate Finance – Turnaround & Restructuring client engagement teams in Boston, MA. This full-time onsite role focuses on practical modeling, analysis, and preparation of client deliverables, with opportunities to contribute to both client work and practice development.

In this position, you will help manage multiple consulting tasks across engagements, translating complex financial and operational information into clear insights and presentation-ready outputs. The work includes building and using core turnaround modeling tools such as 13-week cash flow forecasts, three-statement models, and pro-forma scenario analyses.

Key Responsibilities

• Support day-to-day activities of BRG Corporate Finance – Turnaround & Restructuring client service teams across consulting engagements.
• Execute multiple tasks that may include modeling and contributing to client presentations.
• Apply business, finance, accounting, and analytical skills to produce and interpret deliverables including 13-week cash flow models, three-statement models, and pro-forma scenario models.
• Collaborate in a team environment with T&R and BRG experts, professionals from other firms, and client contacts to meet engagement objectives.
• Assist with preparation of reports, written analyses, presentations, and other client deliverables.
• Participate in the development of a fast-growing, entrepreneurial consulting practice, including support for marketing, client pitches, and product and practice development.
• Maintain the highest degree of professionalism, ethics, quality, and integrity.

Qualifications

• Bachelor’s degree (or degree equivalent) in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or a related field.
• 3+ years of work experience, ideally in a consulting or professional services environment.
• Experience in financial modeling and analysis, particularly in Excel, including building and understanding three-statement financial models, cash flows, and scenario analyses.
• Ability to manage and analyze large volumes of financial and operational data.
• Ability to interpret qualitative and quantitative analysis results and develop insights and recommendations.
• Excellent written and oral communication skills, with experience interacting with junior and senior team members, senior management, and other stakeholders or professionals.
• Mature presence, empathy, intellectual curiosity, and ability to learn quickly.
• Strong problem-solving and project management skills, with the ability to work independently or as part of a team.
• Ability to manage multiple tasks, prioritize changing demands, and learn quickly.
• CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus.
• Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
• Familiarity with financial research tools (e.g., Capital IQ, Bloomberg).
• Willingness to travel as needed.

Technologies

• Excel (Microsoft Excel)
• PowerPoint
• Word
• Capital IQ
• Bloomberg

Location: Boston, MA (onsite)
Position type: Full time
Salary range: USD 80,000 to 135,000 per year