VP, Transaction Advisory — Buy-Side Growth Leader

MarshBerry; Grand Rapids (MI); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Hybrid work schedules

Competitive benefits

Learning experiences

Job summary

MarshBerry, a subsidiary of Lincoln International, seeks a Vice President, Transaction Advisory, to lead and oversee transaction advisory projects for clients in the insurance brokerage sector. The role responsibilities include client-facing leadership, training staff, and ensuring quality deliverables.

The VP will collaborate with senior executives, drive process improvements, and help expand MarshBerry’s buy-side advisory practice, with travel up to 25% and a hybrid work schedule from multiple

Qualifications

• 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.

Responsibilities

• Serve as client-facing lead on transaction advisory projects and maintain the client relationship to ensure successful project execution.
• Lead as subject matter expert for MarshBerry transaction advisory services, providing training, guidance, and technical support.
• Monitor project status from initiation to completion and ensure timelines and commitments are met.

Education

Bachelor’s degree in Finance or Accounting

Master’s degree or CPA

Job description

MarshBerry, a subsidiary of Lincoln International, seeks a Vice President, Transaction Advisory, to lead and oversee transaction advisory projects for clients in the insurance brokerage sector. The role responsibilities include client-facing leadership, training staff, and ensuring quality deliverables.

The VP will collaborate with senior executives, drive process improvements, and help expand MarshBerry’s buy-side advisory practice, with travel up to 25% and a hybrid work schedule from multiple