Vice President, Transaction Advisory

Position Summary

The Vice President, Transaction Advisory, will serve as a client-facing lead on transaction advisory projects and maintain the client relationship to ensure successful project execution. They will also serve as a subject matter expert for MarshBerry transaction advisory services, providing training, guidance, and technical support.

Responsibilities

• Serve as client-facing lead on transaction advisory projects and maintain the client relationship to ensure successful project execution.
• Serve as subject matter expert for MarshBerry transaction advisory services, providing training, guidance, and technical support.
• Drive successful projects by developing and maintaining relationships with clients.
• Monitor the status of active transaction advisory projects, tracking projects from initiation to completion and ensuring that project timelines and commitments are met to client satisfaction.
• Develop a quality of earnings analysis by assessing the quality and sustainability of the target company’s reported earnings and achievability of the forecast (adjusted earnings).
• Analyze target company data for working capital considerations and potential liabilities and risks which impact valuation.
• Effectively lead the engagement team in conversations with clients and lenders and act as the interface with senior executives of clients and target companies.
• Identify key risks and assess the strengths and weaknesses of the business and aid in the evaluation of the potential transaction in the context of the client’s investment strategy.
• 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 MarshBerry services.
• Other special projects, tasks or duties as assigned.

Selection Criteria

• Bachelor’s degree in Finance or Accounting, Master’s degree or CPA is a plus
• 7+ years of experience in transaction advisory, financial due diligence, or audit
• Insurance industry experience is a plus but not required
• Self-motivated and has professional presence
• Proven experience in leading project teams
• Experience developing and delivering effective presentations to small and large audiences
• Strong written communication skills are also required
• Demonstrated business acumen; ability to grasp new business concepts and issues
• Proficient with technology; Microsoft Word, Excel and Power Point
• Analytical, with proactive and creative problem-solving skills: Capability to identify and resolve issues in a timely manner
• Strong written communication skills and ability to effectively run a meeting
• Organized with strong attention to detail while being able to manage multiple engagements at the same time
• Willingness to travel (up to 25% of the time)
• Ability to work flexible and/or extended hours as needed

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.