Jobs at Berkeley Research Group

Analyze financial records, accounting data, and operational datasets to develop financial and damages models for business insurance claims and litigation matters. Prepare, review, and audit quantitative and qualitative work products, conduct market research, quantify losses, create demonstratives, and assist with expert reports and testimony. Provide high-quality client service while managing multiple deadlines and using AI and software tools to improve analytical workflows.

Lead valuation engagements by building and reviewing detailed financial models, analyzing historical and projected financials, managing and mentoring junior staff, using Excel, Capital IQ and Bloomberg, preparing client-ready valuation deliverables and participating in business development and client presentations.

Support and lead buy‑ and sell‑side diligence engagements: perform financial statement review, quality of earnings and working capital analyses, build and analyze financial models, prepare reports and presentations, supervise engagement teams, identify purchase price adjustment issues, and assist in practice growth, client pitches, and deliverables.

Support buy- and sell-side diligence engagements performing quality of earnings, working capital and financial statement analysis, modeling, report and presentation preparation, and client deliverables while contributing to practice growth and client relationships.

Support buy- and sell-side diligence engagements by performing financial statement review, quality of earnings and working capital analysis, financial modeling, and report preparation. Lead client deliverables, collaborate with teams and experts, identify purchase price adjustment issues, assist with deal structuring insights, and help grow the practice through pitches and business development.

Lead and perform company and complex securities valuations: build detailed financial models, analyze historical and projected financials, manage junior staff, use Excel and platforms (Capital IQ, Bloomberg), apply option-pricing/Monte Carlo techniques, produce client-ready reports, meet deadlines, and support business development.

Serve on transaction advisory engagements supporting buy- and sell-side diligence. Perform quality of earnings, working capital analysis, financial modeling, and benchmark analysis. Prepare reports, presentations, and recommendations, supervise project tasks, collaborate with subject-matter experts, support business development, and advise on purchase price adjustments and deal structuring.

Lead and deliver valuation engagements by building detailed financial models, analyzing historical and projected financials, directing and mentoring junior staff, using Excel and market data platforms, preparing client-ready valuation analyses and reports, and supporting business development and client presentations.

Support and lead buy- and sell-side diligence engagements including quality of earnings, working capital and financial statement analysis; build and review financial models and cash flow scenarios; identify purchase price adjustments and deal structuring insights; prepare reports and presentations; supervise project teams; assist with business development and client relationship building.

Lead and deliver valuation engagements including financial modeling, analysis of historical and projected results, and valuation of companies and complex securities. Manage and mentor junior staff, ensure quality and deadlines, communicate findings to clients, and support business development and practice growth.

Lead and execute performance-improvement engagements for PE-backed companies, delivering cost reduction, EBITDA and SG&A optimization, operational transformation, financial models, board-ready presentations, and implementation while managing teams, mentoring juniors, and supporting practice development.

Lead and support buy- and sell-side transaction advisory engagements, performing quality of earnings, working capital and financial analyses, preparing deliverables, supervising teams, identifying purchase price adjustment issues, and contributing to practice development and client pitches.

Lead and support financial institution advisory engagements focused on financial crime compliance (BSA/AML, OFAC/sanctions, fraud). Plan and manage engagement workstreams, develop audit/testing plans and client deliverables, perform qualitative and quantitative analyses (including data analytics), mentor junior staff, manage client relationships, and contribute to business development and practice initiatives.

Lead, coach, and grow a team of 5-10 software engineers; prioritize and drive application development and support; define and execute the application roadmap; ensure scalable, performant, maintainable designs; champion code quality, CI/CD, automated testing, and agile practices; communicate with leadership and stakeholders.

Perform complex valuation analyses and financial modeling for transactions, tax/reporting, litigation, and special situations. Lead and mentor junior staff, use Excel and data platforms (Capital IQ, Bloomberg), prepare client-ready deliverables, and support business development and client presentations.

Lead and support client engagements to drive cost reduction, EBITDA improvement, SG&A optimization, and operational transformation. Analyze financial and operational data, build financial models and KPI reporting, develop actionable recommendations, implement process improvements, manage workstreams and junior staff, prepare executive-ready deliverables, and support practice development including recruiting and thought leadership.

Perform company and investment valuations by analyzing historical and forecasted financials, building detailed financial models, and presenting analyses to clients. Lead and mentor junior staff, ensure quality and deadlines, leverage Excel and market-data platforms (Capital IQ, Bloomberg), and support business development and client engagements. Familiarity with option pricing and Monte Carlo methods preferred.

Provide accounting, auditing, and financial analysis support to financial institutions. Analyze financial statements, implement accounting standards and risk systems, perform investigations, support SEC reporting, conduct control testing and analytics, manage client deliverables, delegate to junior staff, and contribute to business development and practice activities.

Lead and support transaction advisory engagements including quality of earnings, working capital analysis, financial modeling, due diligence, report preparation, client deliverables, and business development while supervising project teams and collaborating with subject-matter experts.

Lead and manage valuation engagements by building detailed financial models, analyzing historical and projected financials, directing junior staff, and delivering client-ready valuation reports. Use Excel and market data platforms (Capital IQ, Bloomberg), apply option pricing or Monte Carlo techniques, ensure quality, meet deadlines, and support business development and client presentations.