Vice President, Valuation

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 MarshBerry’s Valuation practice 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 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, 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 and ensuring timelines and commitments are met to client satisfaction.
• 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, client satisfaction, and risk mitigation; 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 for MarshBerry services.

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 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 Microsoft Word, Excel, and PowerPoint.

Skills

• Analytical, proactive problem-solving skills with the ability to identify and resolve issues in a timely manner.
• Excellent project management with strong analytical, organizational, and problem-solving abilities.
• Organized with demonstrated attention to detail; able to manage, prioritize, and complete multiple projects.
• Strong communication skills, both written and verbal, 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.

About MarshBerry

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry 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. MarshBerry also provides 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, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange, and information services. We are recognized for providing innovative and customized solutions, building trusted advisor relationships with clients.

At MarshBerry, our mission is to help clients learn, improve, and realize their value. MarshBerry has been awarded North Coast 99, Top Work Places by The Plain Dealer, Inclusive Workplace by Best Companies Group, and recognized on Crain's Fast 50 and as a Healthy Worksite by the Healthy Business Council of Ohio.

Benefits

• Competitive benefits
• Hybrid work schedules