Vice President, Transaction Advisory

MarshBerry; Beachwood (OH); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Hybrid work schedule

Competitive benefits

Job summary

MarshBerry, a leading advisor in the insurance services industry, seeks a Vice President, Transaction Advisory, to oversee advisory projects from Beachwood OH or other offices. You will lead client engagements, mentor teams, and shape the growth of MarshBerry's buy-side advisory practice while collaborating with senior executives and lenders.

The role emphasizes strategic oversight, quality deliverables, and expansion of services, with a hybrid work model and ample opportunities for professional

Qualifications

• Bachelor's degree in Finance or Accounting; Master's 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.
• Strong written communication and presentation skills.
• Ability to travel up to 25% and manage multiple engagements.

Responsibilities

• Serve as client-facing lead on transaction advisory projects and maintain the client relationship to ensure successful project execution.
• Provide training, guidance, and technical support to project teams.
• Drive project success by developing and maintaining client relationships.
• Monitor project status, timelines, and deliverables to ensure client satisfaction.
• Lead quality of earnings analyses and assessment of target company metrics.
• Evaluate working capital, liabilities, and risks impacting valuation.
• Interface with clients, lenders, and senior executives to steer engagements.
• Identify risks and industry benchmarks to inform investment decisions.
• Ensure high-quality client deliverables, including due diligence work.
• Develop process improvements to deliver consistent, accurate results.

Skills

Leadership

Client management

Project delivery

Communication

Education

Bachelor's degree in Finance or Accounting

Master's degree or CPA

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Vice President, Transaction Advisory to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. 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, Transaction Advisory, 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 transaction advisory projects and will provide strategy and project oversight to MarshBerry's Transaction Advisory 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 transaction advisory processes, resources, and deliverables. MarshBerry is considered the leading buy- and sell-side adviser in the insurance brokerage industry. This role will be pivotal in expanding MarshBerry's buy-side advisory practice, which has significant growth opportunities.

This individual will work in office Monday through Thursday with the option to work remotely on Friday's.

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. The analysis could also comprise the comparison of specific financial or performance metrics to industry benchmarks.
• Responsible for the quality of client deliverables, which include all aspects of financial due diligence, such as quality of earnings, working capital, production analysis and revenue testing.
• 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.
• Other special projects, tasks or duties as assigned.

Selection Criteria

Education & Experience:

• 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

Other:

• 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

Who We Are:

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. For more information, visit www.MarshBerry.com.

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, an agency network, 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.

It's one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

• North Coast 99
• Top Work Places - The Plain Dealer
• Crain's Fast 50
• Healthy Business Council of Ohio Healthy Worksite

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.