Vice President, Valuation

MarshBerry; Dana Point, Plano, Grand Rapids (CA, TX, MI); On-site; USD 121,500 - 148,500; Full time

Benefits offered by this job

Competitive benefits

Hybrid work schedules

Opportunities for growth and learning

Job summary

A financial consulting firm is seeking a Vice President, Valuation, based in Dana Point, California. The role involves leading business valuation projects and providing strategic oversight within the Financial Advisory Team. Candidates should have at least 7 years of experience in valuation or related fields, a relevant bachelor's degree, and strong leadership skills. This position offers a hybrid work model and salary starting at $135,000.

Qualifications

• 7+ years of experience within business valuation, mergers and acquisitions.
• Proven experience in leading teams to achieve and exceed goals and objectives.
• Demonstrated industry business acumen; ability to grasp new business concepts.

Responsibilities

• Serve as project lead on valuation engagements.
• Develop and maintain client relationships.
• Conduct analysis and detailed reviews of project work.

Skills

Analytical problem-solving skills

Project management skills

Strong communication skills

Proficient with Microsoft Word, Excel, and PowerPoint

Education

Bachelor’s degree in Finance, Accounting or Business Management

Master’s degree preferred

Professional Designations or Certifications (e.g., CPA, CVA/ASA, AM&AA)

Job description

Locations:
Michigan – 5300 Patterson Ave SE, Suite 220, Grand Rapids, MI 49512, USA
California – 33971 Selva Rd, Suite 220, Dana Point, CA 92629, USA

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 has been successful in achieving growth objectives because 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, 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 as part of MarshBerry’s Financial Advisory Team. 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.
• Salary Range Target for CA: $135,000+

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.

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.

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:

• 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

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.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.