Associate Director – Finance Excellence – (Strategic Performance Solutions)

About this role

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