Financial Statement Review and Reconciliations Quality of Earnings Quality of Net Working Capital ... An MBA or CPA is a plus 2 plus years of prior work experience; ideally in a consulting or ...
Financial Statement Review and Reconciliations Quality of Earnings Quality of Net Working Capital ... An MBA or CPA is a plus 2 plus years of prior work experience; ideally in a consulting or ...
Finance Transformation Consultant - Finance Operations, Senior Manager
Houston, TX · On-site
$104K - $141K/yr
As a Senior Associate, you will mentor and develop junior colleagues, uphold rigorous quality ... financial close and consolidation processes Refine budgeting and forecasting methodologies to ...
Finance Transformation Consultant - Finance Operations, Senior Manager
Houston, TX · On-site
$104K - $141K/yr
As a Senior Associate, you will mentor and develop junior colleagues, uphold rigorous quality ... financial close and consolidation processes Refine budgeting and forecasting methodologies to ...
Associate Client Advisor What can you expect : * Becoming a member of Marsh's best in class Power ... consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more ...
Associate Client Advisor What can you expect : * Becoming a member of Marsh's best in class Power ... consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more ...
Our team helps clients optimise and align financial planning, consolidation, reporting and ... OneStream Certified Associate Administration Certification OneStream Certified Professional (OCP ...
Our team helps clients optimise and align financial planning, consolidation, reporting and ... OneStream Certified Associate Administration Certification OneStream Certified Professional (OCP ...
NetSuite ARM Implementation Consultant - Senior Associate
Houston, TX · On-site
$77K - $202K/yr
... Associate & Summary A career in our Digital Finance team, within our Oracle consulting practice ... We help our clients define their Finance Systems Strategies and effectively see the strategy ...
NetSuite ARM Implementation Consultant - Senior Associate
Houston, TX · On-site
$77K - $202K/yr
... Associate & Summary A career in our Digital Finance team, within our Oracle consulting practice ... We help our clients define their Finance Systems Strategies and effectively see the strategy ...
Financial Consulting Associate - Real Estate Valuation
$30.19 - $49.71/hr
... financial and business advisory expertise to provide integrated solutions from the simplest assignment to the most complex. We are currently looking for an Associate to join our Houston, Texas office.
Financial Consulting Associate - Real Estate Valuation
$30.19 - $49.71/hr
... financial and business advisory expertise to provide integrated solutions from the simplest assignment to the most complex. We are currently looking for an Associate to join our Houston, Texas office.
... financial and business advisory expertise to provide integrated solutions from the simplest assignment to the most complex. We are currently looking for an Associate to join our Houston, Texas office.
... financial and business advisory expertise to provide integrated solutions from the simplest assignment to the most complex. We are currently looking for an Associate to join our Houston, Texas office.
... financial and business advisory expertise to provide integrated solutions from the simplest assignment to the most complex. We are currently looking for an Associate to join our Houston, Texas office.
... financial and business advisory expertise to provide integrated solutions from the simplest assignment to the most complex. We are currently looking for an Associate to join our Houston, Texas office.
... financial and business advisory expertise to provide integrated solutions from the simplest assignment to the most complex. We are currently looking for an Associate to join our Houston, Texas office.
... financial and business advisory expertise to provide integrated solutions from the simplest assignment to the most complex. We are currently looking for an Associate to join our Houston, Texas office.
Finance Transformation - Finance Operations Consulting - Senior Associate
Houston, TX · On-site
$77K - $202K/yr
... financial data mining and forecasting to inform insights and recommendations - Reviewing work for quality, accuracy, and relevance while upholding the firm's code of ethics and business conduct ...
Finance Transformation - Finance Operations Consulting - Senior Associate
Houston, TX · On-site
$77K - $202K/yr
... financial data mining and forecasting to inform insights and recommendations - Reviewing work for quality, accuracy, and relevance while upholding the firm's code of ethics and business conduct ...
Provide consultative guidance to Financial Representatives, field staff, and office leadership on ... Train Financial Representatives, Associate Financial Representatives, staff, and leadership on ...
Provide consultative guidance to Financial Representatives, field staff, and office leadership on ... Train Financial Representatives, Associate Financial Representatives, staff, and leadership on ...
Director of Supervision
Houston, TX · On-site
Provide consultative guidance to Financial Representatives, field staff, and office leadership on ... Train Financial Representatives, Associate Financial Representatives, staff, and leadership on ...
Director of Supervision
Houston, TX · On-site
Provide consultative guidance to Financial Representatives, field staff, and office leadership on ... Train Financial Representatives, Associate Financial Representatives, staff, and leadership on ...
Director of Supervision
Houston, TX · On-site
Provide consultative guidance to Financial Representatives, field staff, and office leadership on ... Train Financial Representatives, Associate Financial Representatives, staff, and leadership on ...
Director of Supervision
Houston, TX · On-site
Provide consultative guidance to Financial Representatives, field staff, and office leadership on ... Train Financial Representatives, Associate Financial Representatives, staff, and leadership on ...
Self-starter with a consultative sales mindset. * Ability to manage multiple client relationships ... financial services company, dedicated to helping our clients, communities and associates unlock ...
Self-starter with a consultative sales mindset. * Ability to manage multiple client relationships ... financial services company, dedicated to helping our clients, communities and associates unlock ...
Self-starter with a consultative sales mindset. * Ability to manage multiple client relationships ... financial services company, dedicated to helping our clients, communities and associates unlock ...
Self-starter with a consultative sales mindset. * Ability to manage multiple client relationships ... financial services company, dedicated to helping our clients, communities and associates unlock ...
Self-starter with a consultative sales mindset. * Ability to manage multiple client relationships ... financial services company, dedicated to helping our clients, communities and associates unlock ...
Self-starter with a consultative sales mindset. * Ability to manage multiple client relationships ... financial services company, dedicated to helping our clients, communities and associates unlock ...
Financial Analyst III
Houston, TX · On-site
Our associates celebrate lives. We celebrate our associates. Develops and maintains complex ... At least five (5) years of Financial analysis, consulting, banking, or accounting experience with ...
Quick apply
Financial Analyst III
Houston, TX · On-site
Our associates celebrate lives. We celebrate our associates. Develops and maintains complex ... At least five (5) years of Financial analysis, consulting, banking, or accounting experience with ...
Consulting Associate
Houston, TX · On-site
Position Profile We are seeking a junior-level consultant to join our Energy Solutions team as an ... An Bachelor's degree in Finance, Economics, Engineering, Data Analytics, or a related field * 0-2+ ...
Consulting Associate
Houston, TX · On-site
Position Profile We are seeking a junior-level consultant to join our Energy Solutions team as an ... An Bachelor's degree in Finance, Economics, Engineering, Data Analytics, or a related field * 0-2+ ...
Consulting Associate
Houston, TX · On-site
Position Profile We are seeking a junior-level consultant to join our Energy Solutions team as an ... An Bachelor's degree in Finance, Economics, Engineering, Data Analytics, or a related field * 0-2+ ...
New
Consulting Associate
Houston, TX · On-site
Position Profile We are seeking a junior-level consultant to join our Energy Solutions team as an ... An Bachelor's degree in Finance, Economics, Engineering, Data Analytics, or a related field * 0-2+ ...
New
Our associates celebrate lives. We celebrate our associates. Develops and maintains complex ... At least five (5) years of Financial analysis, consulting, banking, or accounting experience with ...
Our associates celebrate lives. We celebrate our associates. Develops and maintains complex ... At least five (5) years of Financial analysis, consulting, banking, or accounting experience with ...
Associate Financial Consultant information
See Spring, TX salary details
$40.5K - $50.9K
7% of jobs
$50.9K - $61.3K
7% of jobs
$69.1K is the 25th percentile. Wages below this are outliers.
$61.3K - $71.7K
14% of jobs
$71.7K - $82.1K
16% of jobs
The median wage is $85.4K / yr.
$82.1K - $92.5K
18% of jobs
$92.5K - $102.9K
11% of jobs
$104.3K is the 75th percentile. Wages above this are outliers.
$102.9K - $113.3K
17% of jobs
$113.3K - $123.7K
5% of jobs
$123.7K - $134K
4% of jobs
$134K - $144.4K
1% of jobs
$144.4K - $154.8K
0% of jobs
$40.5K
$92.4K
$154.8K
How much do associate financial consultant jobs pay per year?
What is the difference between Associate Financial Consultant vs Financial Advisor?
| Aspect | Associate Financial Consultant | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a bachelor's degree; certifications like Series 7 or 66 are common | Often requires similar certifications; may hold CFP or CFA designations |
| Work Environment | Entry-level role in financial firms, supporting senior staff | Client-facing role providing personalized financial planning |
| Employer & Industry Usage | Used in investment firms, banks, and financial services companies | Common across independent practices, banks, and advisory firms |
The main difference is that Associate Financial Consultants typically support senior staff and focus on research and analysis, while Financial Advisors directly manage client relationships and provide tailored financial planning. Both roles require relevant certifications and work in similar environments, but their responsibilities and client interaction levels differ.
What are some typical challenges faced by an associate financial consultant in their first year on the job?
What are the key skills and qualifications needed to thrive as an associate financial consultant, and why are they important?
What does an associate financial consultant do?
Corporate Finance-Transaction Advisory-Associate, Senior Associate, Consultant
Houston, TX
Full-time
Re-posted 14 days ago
Job description
BRG's Global Transaction Advisory practice is seeking to add due to client and market expansion. The opportunity to growth in multiple markets is open and the overall responsibilities gather here:
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 should be prepared to work in a team environment on a diverse range of transaction advisory services assignments relating to:
Financial Statement Review and Reconciliations
Quality of Earnings
Quality of Net Working Capital
Business and Transactional Performance
Responsibilities:
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
Utilize business, finance, accounting, and analytical skills to perform tasks including, but not limited to: quality of earnings, financial trend analysis, working capital trending, and benchmark, financial statement review, and business plan assessments
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
Basic Qualifications:
Bachelor’s or Master’s degree in Accounting from a leading university. An MBA or CPA is a plus
2 plus years of prior work experience; ideally in a consulting or professional services environment (Multinational professional service firms or Big Four preferred)
Strong data analysis skills and problem solving abilities
Desire and ability to manage processes and other staff
Strong written and oral communication skills and a demonstrated ability to interact with senior management
Ability to work independently on smaller transactions
Willingness to travel up to 40% when/if needed
Preferred Skills
Proficient in Microsoft Word, Excel, PowerPoint
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
Experience and depth of knowledge of industry players, key industry drivers, and current trends
About BRG
Berkeley Research Group provides independent advice, data analytics, authoritative studies, expert testimony, investigations, and regulatory and dispute consulting to Fortune 500 corporations, financial institutions, government agencies, major law firms, and regulatory bodies around the world. BRG experts provide sophisticated economic, financial, and analytical advice across a wide range of disciplines, including antitrust and competition policy, complex damages, finance, healthcare, intellectual property, restructuring, valuation, and workforce issues. In addition, the firm assists clients in major industry sectors with compliance, business process improvement, and strategy consulting. Headquartered in Emeryville, California, BRG currently has over 40 offices across the United States and internationally. This position offers advancement opportunities within a rapidly growing expert services and consulting firm.
Candidate must be able to submit verification of his/her legal right to work in the United States, without company sponsorship.
BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status.
About Berkeley Research Group
Sourced by ZipRecruiter
Industry
Business management consulting
Company size
501 - 1,000 Employees
Headquarters location
Emeryville, CA, US
Year founded
2010