VP, Transaction Advisory — Lead High-Impact Buy-Side Deals

MarshBerry; Plano (TX); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Hybrid work schedule

Competitive benefits

Growth opportunities

Job summary

MarshBerry, a leading advisory firm, seeks a Vice President, Transaction Advisory to lead client engagements and overse e project teams in Plano, TX or other offices. You will drive due diligence, earnings analysis, and deal strategy with senior stakeholders.

This role blends execution with strategy, mentoring junior staff, delivering high-quality deliverables, and expanding MarshBerry's buy-side advisory practice. Travel up to 25% may be required.

Qualifications

• Bachelor's degree in Finance or Accounting; CPA or Master's degree a plus.
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Responsibilities

• Serve as client-facing lead on transaction advisory projects and maintain the client relationship to ensure successful project execution.
• Serve as subject matter expert for MarshBerry transaction advisory services, providing training, guidance, and technical support.
• Drive successful projects by developing and maintaining relationships with clients.
• Monitor the status of active transaction advisory projects, tracking from initiation to completion and ensuring timelines are met.
• Develop a quality of earnings analysis by assessing earnings quality and forecast achievability.
• Analyze target company data for working capital considerations and potential liabilities impacting valuation.
• Lead engagement teams in conversations with clients and lenders and interface with senior executives.
• Identify risks and assess strengths/weaknesses of the business in the context of investment strategy.
• Ensure quality of client deliverables across financial due diligence activities.
• Collaborate with project leads to resolve issues and improve processes and deliverables.

Skills

Leadership

Communication

Presentations

Client management

Problem solving

Travel readiness

Education

Bachelor's degree in Finance or Accounting

Master's degree or CPA (plus)

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

MarshBerry, a leading advisory firm, seeks a Vice President, Transaction Advisory to lead client engagements and overse e project teams in Plano, TX or other offices. You will drive due diligence, earnings analysis, and deal strategy with senior stakeholders.

This role blends execution with strategy, mentoring junior staff, delivering high-quality deliverables, and expanding MarshBerry's buy-side advisory practice. Travel up to 25% may be required.