Senior Associate – Financial Institution Advisory

Berkeley Research Group (BRG)

Financial Associate handling financial institution advisory projects in consulting environment. Collaborating with senior professionals and managing client relationships in financial services sector.

Posted 4/30/2026full-timeWashington, DC • District of Columbia, New York, Washington • 🇺🇸 United StatesSenior💰 $85,000 - $115,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree or equivalent in accounting, finance, or a related field
Minimum two to four (2-4) years of relevant experience in an accounting or Big Four consulting firm
Demonstrated proficiency with Excel and other Microsoft Office applications
Prior work experience with a focus on financial services in a consulting environment preferred
Strong PowerPoint presentation skills/techniques
Ability to travel to client sites on demand is required.

Benefits

Comp & perks

Health insurance
Retirement plans
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingdata analysistransactional data analysisfinancial data analysisExcelMicrosoft Office

Soft Skills

client relationship managementcommunication skillsdelegationmonitoring progressreviewing work productpresentation skills