Vice President, Valuation

Position Summary: Marsh Berry is seeking a Vice President, Valuation, for our Financial Advisory Team based in either our Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA office. The Vice President is responsible for the execution of business valuation projects as part of Marsh Berry's Financial Advisory Team. The Vice President will provide strategy and project oversight to Marsh Berry's Valuation practice, ensuring that Marsh Berry services are delivered effectively, efficiently, and consistently. In addition to the fulfillment of projects, the Vice President will collaborate with project leads to review project work and drive continual improvement and enhancement of Marsh Berry valuation processes, resources, and deliverables. This is a hybrid position. The individual will work onsite Monday through Thursday with the option to work remotely on Fridays.

Responsibilities: Serve as project lead on valuation engagements, responsible for strategy and implementation of client deliverables, quality review of project components, and ensuring project timelines are met. Drive successful projects by developing and maintaining relationships with clients. Research, write, structure client ready work. Serve as subject matter expert for valuation support to Financial Advisory team members, providing training, guidance, and technical support. Monitor the status of active valuation projects, tracking projects from initiation to completion and ensuring that project timelines and commitments are met to client satisfaction. Conduct analysis and detailed reviews of project work. Collaborate with project leads to identify and understand factors impacting project status and develop strategies to effectively resolve issues. Identify and make improvements to processes, deliverables, and quality control measures to ensure accuracy, consistency, client satisfaction, and mitigation of risk; Stay abreast of industry trends and changes, incorporating best practices. Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all Marsh Berry services.

Selection Criteria Education & Experience: Bachelor's degree in Finance, Accounting or Business Management. Master's degree preferred. Additional Professional Designations or Certifications desired, such as: CPA, CVA/AVA, AM&AA Ability to obtain the CVA 7+ years of experience within business valuation, mergers and acquisitions, transaction advisory, investment banking, financial services, or financial consulting. Proven experience in leading teams to achieve and exceed goals and objectives. Demonstrated industry business acumen; ability to grasp new business concepts. Proficient with technology; Microsoft Word, Excel and Power Point. Other: Analytical, proactive problem-solving skills: techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully. Excellent project management; with analytical, organizational and problem solving abilities. Organized with demonstrated attention to detail; able to manage, prioritize and bring to completion multiple projects. Strong communication skills; both written and verbal with demonstrated creativity with regard to work. Ability to travel up to 20% of the time; includes overnight and limited weekend travel. Ability to work flexible and/or extended hours as needed. Marsh Berry's target base salary range for a candidate identified in California is between $135,000-$175,000.00.

Who We Are: Marsh Berry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, Marsh Berry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. Marsh Berry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking.

What We Do: Marsh Berry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At Marsh Berry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.