Associate Director-Corporate Finance-Healthcare Transaction Advisory

Berkeley Research Group


Position at Berkeley Research Group, LLC

The BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities and demand. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of transaction advisory assignments.  Articulating findings and recommendations around the key financial and business issues in a transaction and key value drivers are critical components for this position. The ideal candidate will have skills in the following areas:

  • Financial Statement Review and Reconciliations
  • Quality of Earnings
  • Quality of Net Working Capital
  • Business and Transactional Performance


  • Support the day-to-day activities of BRG’s Corporate Finance – Transaction Advisory client service teams executing on buy and sell side diligence engagements.
  • Demonstrate consistent, balanced project delegation, supervision and leadership skills across all areas of an engagement.
  • Demonstrate the ability to work in a team environment; collaborate with TA and BRG experts, professionals from other firms and client contacts to achieve engagement objectives
  • Lead the preparation of reports, written analyses, presentations, and other client deliverables
  • Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development.
  • Demonstrate the highest degree of professionalism, ethics, quality, and integrity.
  • Assist in identifying issues for purchase price adjustments and potential deal structuring insights
  • Utilize business, finance, accounting, and analytical skills to perform tasks including, but not limited to:
    • quality of earnings
    • financial trend analysis
    • working capital trending,
    • benchmark, financial statement review, and business plan assessments.

Basic Qualifications:

  • Bachelors or Masters degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field (MBA or CPA is a plus);
  • Minimum 10 years of prior work experience; ideally in a consulting or professional services environment;
  • Strong data analysis skills and problem solving abilities;
  • Desire and ability to manage processes and other staff;
  • Interest and knowledge of the Healthcare field;
  • Strong written and oral communication skills and a demonstrated ability to interact with senior management;
  • Proficient in Microsoft Office;
  • Ability to work independently on smaller transactions; and
  • Willingness to travel up to 40% when/if needed.

Preferred Skills:

  • Experience with Big Data analysis, Data Visualization, and/or Business intelligence tools;
  • Ability to manage multiple tasks and prioritize changing work demands;
  • Ability to understand legal documents and complex agreements;
  • Familiarity with financial research tools (e.g. Capital IQ, Bloomberg, etc.);
  • Work experience in an established and widely accepted Transaction Advisory practice; and/or
  • Experience and depth of knowledge of industry players, key industry drivers, and current trends.


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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