Vice President, Valuation

MarshBerry · Plano, TX · 1 wk ago

On-siteFinanceFull-time

About the role

MarshBerry is seeking a Vice President, Valuation for our Financial Advisory Team based in 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, providing strategy and project oversight to ensure services are delivered effectively, efficiently, and consistently. In addition to project fulfillment, the Vice President will collaborate with project leads to review work and drive continual improvement of valuation processes, resources, and deliverables.

Responsibilities

Serve as project lead on valuation engagements, responsible for strategy, implementation of client deliverables, quality review, and ensuring project timelines are met.
Drive successful projects by developing and maintaining client relationships.
Research, write, and 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 from initiation to completion to meet client timelines and commitments.
Conduct analysis and detailed reviews of project work.
Collaborate with project leads to identify and resolve factors impacting project status.
Identify and implement improvements to processes, deliverables, and quality control measures to ensure accuracy, consistency, and client satisfaction while mitigating risk.
Stay abreast of industry trends and incorporate best practices.
Cultivate and maintain effective relationships with potential internal/external clients, partners, and stakeholders to drive revenue generation.

Requirements

Bachelor’s degree in Finance, Accounting, or Business Management; Master’s degree preferred.
Additional professional designations or certifications desired, such as: CPA, CVA/ASA, AM&AA.
7+ years of experience in business valuation, mergers and acquisitions, transaction advisory, investment banking, financial services, or financial consulting.
Proven experience leading teams to achieve and exceed goals.
Demonstrated industry business acumen and ability to grasp new business concepts.
Proficient with Microsoft Word, Excel, and PowerPoint.
Analytical and proactive problem-solving skills.
Excellent project management abilities with strong organizational and problem-solving skills.
Ability to manage, prioritize, and complete multiple projects with attention to detail.
Strong written and verbal communication skills with demonstrated creativity.
Ability to travel up to 25% of the time, including overnight and limited weekend travel.
Ability to work flexible and/or extended hours as needed.

Benefits

Competitive benefits.
Hybrid work schedules.

About MarshBerry

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry, with over 40 years of experience. We empower 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: Merger & Acquisition Advisory and Capital Raising.
Financial Consulting: Strategic Planning, Valuations, and Perpetuation Planning.
Specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network, and Market Intelligence & Performance Benchmarking.

MarshBerry provides consulting services primarily to independent insurance agents, brokers, carriers, and wealth and retirement plan advisors. Our services include financial, operational, and sales management consulting, as well as merger and acquisition advisory. We are recognized for providing innovative and customized solutions, building trusted advisor relationships with our clients.

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