MarshBerry
MarshBerry is growing! We are seeking a
Vice President, Valuation
to join our team. We have a people‑first, fast‑paced, collaborative culture with plenty of opportunity for growth. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.
Position Summary MarshBerry is seeking a
Vice President, Valuation
for our Financial Advisory Team based
either 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. The Vice President will provide strategy and project oversight to MarshBerry’s Valuation practice, ensuring that MarshBerry services are delivered effectively, efficiently, and consistently. In addition to the fulfilment of projects, the Vice President will collaborate with project leads to review project work and drive continual improvement and enhancement of MarshBerry 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, 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 MarshBerry 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/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 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 25% of the time; includes overnight and limited weekend travel.
Ability to work flexible and/or extended hours as needed.
Base salary target for
CA : $135,000-$175,000
Working at MarshBerry Who We Are MarshBerry practices 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.
What We Do MarshBerry 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, 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 MarshBerry, 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.
Awards & Recognition
Crain’s Best Employers in Ohio
The Nation’s Best and Brightest in Wellness
North Coast 99
Top Work Places - The Plain Dealer
Weatherhead 100
West Michigan’s Best and Brightest Companies to Work for
To learn more about MarshBerry, visit
www.marshberry.com .
We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance
Industries
Financial Services, Investment Banking, and Accounting
Referrals increase your chances of interviewing at MarshBerry by 2x
#J-18808-Ljbffr
Vice President, Valuation
to join our team. We have a people‑first, fast‑paced, collaborative culture with plenty of opportunity for growth. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.
Position Summary MarshBerry is seeking a
Vice President, Valuation
for our Financial Advisory Team based
either 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. The Vice President will provide strategy and project oversight to MarshBerry’s Valuation practice, ensuring that MarshBerry services are delivered effectively, efficiently, and consistently. In addition to the fulfilment of projects, the Vice President will collaborate with project leads to review project work and drive continual improvement and enhancement of MarshBerry 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, 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 MarshBerry 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/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 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 25% of the time; includes overnight and limited weekend travel.
Ability to work flexible and/or extended hours as needed.
Base salary target for
CA : $135,000-$175,000
Working at MarshBerry Who We Are MarshBerry practices 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.
What We Do MarshBerry 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, 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 MarshBerry, 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.
Awards & Recognition
Crain’s Best Employers in Ohio
The Nation’s Best and Brightest in Wellness
North Coast 99
Top Work Places - The Plain Dealer
Weatherhead 100
West Michigan’s Best and Brightest Companies to Work for
To learn more about MarshBerry, visit
www.marshberry.com .
We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance
Industries
Financial Services, Investment Banking, and Accounting
Referrals increase your chances of interviewing at MarshBerry by 2x
#J-18808-Ljbffr