Berkeley Research Group (BRG)

Accountant

• Assist with the preparation of accurate and timely monthly, quarterly, and annual financial statements
• Apply US GAAP, in particular ASC 606, to various contracts to calculate and record revenue
• Perform analysis of general ledger activity including account reconciliations
• Maintain financial records for subsidiary companies
• Prepare audit schedules with the GL team for year-end audit

Senior Accountant

Financial Planning and Analysis

• Analyze historical and projected financial information.
• Develop detailed financial models to value companies and complex securities.
• Direct junior staff in developing detailed financial models to value companies and investments.
• Efficiently manage the aggregation and organization of large data sets in Microsoft Excel.
• Leverage financial and market data software platforms such as Capital IQ and Bloomberg.
• Present thorough valuation analyses to our clients consistent with the scope of the projects.
• Experience with Option Pricing Models (Black Scholes) and/or Monte Carlo simulation is preferred.
• Consistently meet client deadlines and quality expectations.
• Maintain an organized, methodical and professional demeanor.
• Take ownership in the work product, including the analyses developed by junior staff.
• Maintain an organized, methodical, and professional demeanor.
• Exceptional attention to detail.
• Communicate project status and results both internally and externally.
• Effectively manage the deadlines of the project tasks undertaken by junior staff.
• Demonstrate strong report writing skills.
• Participate in a team environment and collaborate to share responsibilities towards attainment of team goals.
• Actively seek out opportunities for practice development projects and personal leadership skill development.
• Actively participate in BRG’s business development activities, including client meetings and presentations.
• Be ready to expand your network with clients to become a trusted and reputable advisor.

Valuation Managing Consultant – Corporate Finance

Accounting Manager

• Oversee the preparation of all necessary financial statements
• Partner with FP&A Manager to ensure that all financial reporting is accurate and timely
• Own management of cash balances and any potential lines of credit
• Partner with FP&A manager on forecasting of cash needs
• Completion of annual audit and coordination with auditors on technical matters
• Supervise tax consultants in maintaining partnership accounts, K-1s, partner communications and managing partnership filings/compliance and sales & usage tax filings
• Liaison with corporate tax team of parent to transition preparation of income tax provision and other tax related entries for GAAP accounting
• Manage the processing of all accounts payables and receivables
• Monitor the accuracy of financial data and ensure that all financial transactions are properly recorded
• Develop and implement financial policies and procedures to ensure compliance with all applicable laws and regulations
• Partner with VP – Finance and FP&A Manager to provide financial guidance and support to department heads

Director, Accounting

Compliance

• Provide IT security, risk, and compliance advice to business units on an ongoing basis.
• Analyze and address gaps in operations to ensure integrity of processes, controls, and policies.
• Assist in maintaining and updating Information Security Program policies and procedures as needed, also completing a yearly review to ensure all documentation is properly updated.
• Provide governance for participation in the information security incident response process by ensuring that the process is being followed and documented.
• Respond to escalated security events and drive the security incident response process.
• Participate in the evaluation, development and implementation of security standards, procedures and guidelines for multiple platforms and diverse systems environments.
• Works with internal and external auditors to demonstrate and provide evidence for controls that are in place.
• May conduct additional testing to validate that items found during testing have been remediated.
• Responsible for completion of client security questionnaires and working with the business units to assist with RFI responses related to IT security.
• Assists in vendor vetting to ensure our vendors, business partners, or suppliers are using the same or higher security practices.
• Assists in conducting Risk Assessments and annual reviews for any new or current vendors, business partners, or suppliers.
• Assists with complex security assessments that require both analytical and technical skills across a broad range of Information Technology topics (e.g., Identity and Access Management, Security Architecture, Physical and Environmental, etc.).
• Assists with evaluating, testing, documenting, and maintaining the firmwide DR and BCP policies, processes, and standards.
• Assists with the Security Awareness Training program initiatives related to phishing campaigns and coordinate with HR to deliver ongoing employee training.

IT Risk and Compliance Analyst

Data Analyst

• Focus on middle-market transactions
• Obtain, validate, normalize and analyze deal data
• Collaborate with client teams, adjacent engagement teams, and external advisors to identify, collect, validate, and analyze data
• Consolidate and synthesize deal data into trend analysis, insights, and outliers
• Develop dashboards to clearly articulate the insights reflected
• Utilize advanced business intelligence tools including complex calculations, table calculations, mapping, data blending and optimization of data extracts

Senior Associate – M&A Data Analytics, Corporate Finance

• Supervise and oversee engagement execution throughout the transaction process
• Serve as the day-to-day point person on engagements
• Guide teams through complexities of accounting related analyses
• Consolidate and synthesize product, customer, and other dimension level financial data
• Provide observations into behavior, trends, financials and business operations through data analysis
• Develop dashboards to clearly articulate insights

Managing Consultant – M&A Data Analytics, Corporate Finance

Product Manager

• Own product execution for a defined area of the product
• Collaborate closely with internal and external partners
• Own and manage the product roadmap
• Partner with engineering leads to ensure well-defined stories
• Manage and facilitate agile ceremonies
• Drive product launch operations for your area
• Lead change management for product initiatives
• Define and track success metrics
• Operate with autonomy in an ambiguous environment

Junior Product Manager

Customer Success Manager

• Build and maintain strong, long-lasting relationships with clients, serving as their trusted advisor and advocate within the company.
• Drive account growth by proactively identifying expansion opportunities, aligning solutions to client business objectives, and demonstrating measurable ROI through performance tracking and strategic recommendations.
• Monitor client satisfaction and proactively address any issues or concerns to ensure a positive experience and maintain high levels of customer retention.
• Develop and execute account plans tailored to each client's needs and objectives, including regular check-ins and reviews.
• Work closely with internal teams to ensure client needs are met and issues are resolved in a timely manner.
• Stay up to date on industry trends, competitive landscape, and customer feedback to provide valuable insights and contribute to product development and marketing strategies.
• Prepare regular reports on account status, including sales forecasts, activity updates, and customer feedback, to management and relevant stakeholders. Analyze complex data and translate insights into clear recommendations that inform client strategy.

Client Success Manager

• Support medical record audits for coding accuracy
• Assist with audit methodology and document management
• Conduct analysis of audit findings and communicate effectively
• Develop analyses using transactional or financial data
• Create client deliverables and contribute to team initiatives

Senior Associate – Healthcare Compliance Analyst

• Work directly with senior professionals to execute various financial institution advisory projects
• Delegate assignments to staff, instruct and monitor progress, and review work product for completeness and accuracy
• Develop analyses and financial models using transactional data and/or financial data
• Manage client relationships and communicate results and work products as appropriate

Senior Associate – Financial Institution Advisory

Accounts Receivable

• Reviewing client contracts and independently setting up new projects in ERP and CRM
• Creating billing schedules and communicating installments to accounting team
• Implementing billing schedule to generate invoices and addressing billing exceptions
• Contacting clients regarding collections when necessary
• Making informed decisions on billing timing and adjustments
• Partnering with Market Development Team to validate client contracts
• Maintaining ERP and CRM tools as contracts change
• Tracking and reporting on multiple assignments and progress
• Assisting in guiding and supporting other AR staff once trained