Vice President, Valuation — Strategy & Client Focus

MarshBerry

Dana Point, Plano, Grand Rapids (CA, TX, MI)

Hybrid

USD 121,500 - 148,500

Full time

14 days+
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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

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.
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