VP, Transaction Advisory — Client & Growth Strategy

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 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