VP, Transaction Advisory — Growth & Client Delivery

MarshBerry; Grand Rapids, Dana Point, Plano (MI, CA, TX); On-site; USD 130,000 - 160,000; Full time

Benefits offered by this job

Competitive benefits

Hybrid work schedules

Professional development opportunities

Job summary

A leading consulting firm is seeking a Vice President, Transaction Advisory to oversee project execution and client relationships. This role is crucial in driving successful advisory projects while collaborating with other leads to enhance processes. Applicants should have a Bachelor's degree in Finance/Accounting and 7+ years of relevant experience. The company provides a hybrid work environment, beneficial learning opportunities, and a commitment to diversity and inclusion.

Qualifications

• 7+ years of experience in transaction advisory, financial due diligence, or audit.
• Experience leading project teams and managing client relationships.
• Insurance industry experience is a plus but not required.

Responsibilities

• Serve as client-facing lead on transaction advisory projects.
• Develop and maintain relationships with clients for project success.
• Analyze target company data for working capital and risks.
• Lead engagement team in discussions with clients and lenders.
• Monitor project status and ensure timelines are met.

Skills

Project leadership

Analytical problem-solving

Strong written communication

Client relationship management

Proficiency in Microsoft Office

Education

Bachelor’s degree in Finance or Accounting

Master’s degree or CPA

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

A leading consulting firm is seeking a Vice President, Transaction Advisory to oversee project execution and client relationships. This role is crucial in driving successful advisory projects while collaborating with other leads to enhance processes. Applicants should have a Bachelor's degree in Finance/Accounting and 7+ years of relevant experience. The company provides a hybrid work environment, beneficial learning opportunities, and a commitment to diversity and inclusion.