Vice President, Valuation

MarshBerry; Woodmere (OH); Hybrid; USD 150,000 - 230,000; Full time

Job summary

MarshBerry is seeking a Vice President, Valuation to join our Financial Advisory Team. The role supports valuation strategy and project oversight across offices in Beachwood OH, Grand Rapids MI, and Plano TX.

Expect in-office collaboration Monday–Thursday with remote flexibility on Fridays. You will lead valuation projects, mentor staff, and partner with clients to deliver high-quality analyses while driving continual process improvements and best practices across MarshBerry’s valuation

Qualifications

• Bachelor’s degree in Finance, Accounting or Business Management (Master’s preferred).
• Professional designations such as CPA, CVA/ASA, AM&AA are desirable.
• 7+ years in business valuation or related advisory fields.
• Proven experience leading teams and managing client relationships.

Responsibilities

• Lead valuation engagements with responsibility for strategy and deliverables.
• Develop and maintain client relationships to drive project success.
• Research, write, structure client-ready valuation work.
• Serve as subject-matter expert providing guidance and training on valuation.
• Monitor active valuation projects ensuring timelines and quality.
• Analyze project work and identify factors affecting status and outcomes.
• Propose process improvements to ensure accuracy and consistency.

Skills

Team leadership

Valuation expertise

Communication skills

Analytical thinking

Education

Bachelor’s degree in Finance, Accounting or Business Management

Master’s degree preferred

CPA / CVA / ASA / AMAA

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

MarshBerry, a subsidiary of Lincoln International, 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 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.

Job Details

Position Summary:

MarshBerry is seeking a Vice President, Valuation for our Financial Advisory Team based either in our Beachwood OH, Grand Rapids MI, or our Plano, TX office.

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

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.

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 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
• Best Companies Group - Inclusive Workplace
• 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.