Director, Valuation

Position Summary

The Director, Valuation is responsible for leading the growth and execution of MarshBerry’s valuation services. They will oversee valuations of ESOPs, identifiable intangible assets, personal goodwill, and other unique valuation situations, including perpetuation planning and gift and estate planning. They will also generate and execute large and complex valuation and consulting projects, ensuring accuracy and client satisfaction.

Responsibilities

• Lead the valuation team in completing valuations including valuations of ESOPs, identifiable intangible assets, personal goodwill, and other unique valuation situations, including perpetuation planning, as well as gift and estate planning.
• Generate and execute large and complex valuation and consulting projects through the entire life cycle, interfacing with clients and other stakeholders or business advisors throughout the process.
• Provide day-to-day direction, training, guidance and review of consultant’s valuation projects.
• Develops and maintains valuation templates and models.
• Establish guidelines, procedures and quality control measures to ensure accuracy, consistency and client satisfaction. Ensure guidelines and procedures are communicated effectively to those handling valuations.
• Serve as a technical resource, mentor colleagues, provide training and build enduring relationships with our clients to drive growth and establish MarshBerry as a strategic business partner.
• Drive new business through engagement with prospective clients throughout the sales cycle. Recognize opportunities for growth and implement strategies that will enhance client satisfaction, company market share, revenue growth and profitability.
• Stays abreast of valuation and industry trends and changes incorporating "best practices" in the development of services, quality standards, policies and programs.
• Facilitates presentations and publishes articles on timely valuation topics affecting our clients.
• Collaborate with other Valuation groups within the Lincoln International organization to optimize cross practice knowledge sharing.
• Collaborate with marketing and other teams across the organization to create external marketing collateral, further develop capabilities and service delivery.

Selection Criteria

• Bachelor’s degree in Finance, Accounting or Business Management. Master’s degree preferred.
• Additional Professional Designations or Certifications desired, such as, CPA, CVA/AVA, ABV, or ASA.
• 10-15+ years of Leadership with related experience in valuation, consulting or financial services.
• Must be familiar with relevant valuation standards (Fair Value, Fair Market Value) and IRS and other industry organization guidelines (i.e. AICPA).
• International valuation experience is a plus.
• Proven experience in managing work teams to achieve and exceed goals and objectives.

Education & Experience

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, ABV, or ASA.
• 10-15+ years of Leadership with related experience in valuation, consulting or financial services.
• Must be familiar with relevant valuation standards (Fair Value, Fair Market Value) and IRS and other industry organization guidelines (i.e. AICPA).
• International valuation experience is a plus.
• Proven experience in managing work teams to achieve and exceed goals and objectives.

Other

• Demonstrated industry business acumen; ability to grasp new business concepts and issues.
• Ability to work in a fast-paced, professional team environment.
• Ability to work flexible and/or extended hours as needed.
• Proficient with technology including Microsoft Word, Excel, PowerPoint and other relevant software programs.
• Analytical, proactive problem-solving skills: uses techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.
• Accountability: ability to accept responsibility and be accountable for actions and conduct.
• Confidentiality: maintains confidentiality of proprietary information and that of clients.
• Team oriented: Positive and professional, able to show consideration for and maintain good working relations with coworkers.
• Organized with demonstrated attention to detail; able to manage, prioritize, and bring to completion multiple projects.
• Excellent project management skills with analytical, organizational, and problem-solving abilities.
• Self-motivated with ability to prioritize and manage several active projects concurrently: able to complete projects and responsibilities with extreme attention to detail according to required timelines and deadlines along with capacity to work on multiple projects on any given day under pressure to create accurate results; demonstrates thoroughness and monitors work to ensure quality.
• Confident: Poised and acts in a confident manner to facilitate completion of work assignment or to defend a position or idea.
• High ethics: Possesses strong moral and ethical fortitude, prescribing to the values, standards, and policies of MarshBerry.
• Dependable: Consistently at work and on time, flexible to the needs of the organization.
• Open to feedback: follows instructions, responds to management directions, and solicits feedback to improve performance.

Working at MarshBerry

We practice The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.