VP, Transaction Advisory — Lead High-Impact Growth (Hybrid)

MarshBerry

Dana Point (CA)

Hybrid

USD 135,000 - 175,000

Full time

14 days+

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Benefits offered by this job

Hybrid work schedules

Growth opportunities

Job summary

MarshBerry is seeking a Vice President, Transaction Advisory, to lead delivery of advisory services across buy-side/sell-side projects. The role is based in one of several U.S. offices and offers hybrid work with in-office Mon-Thu and remote Fri.

You will mentor teams, refine processes, and collaborate with senior executives to drive growth in MarshBerry’s advisory practice. The ideal candidate has 7+ years in transaction advisory or related fields, CPA/ MBA a plus, and a track record of

Qualifications

Bachelor’s degree in Finance or Accounting; CPA or Master’s preferred.
7+ years in transaction advisory, financial due diligence, or audit.
Insurance industry experience a plus but not required.

Responsibilities

Lead client-facing transaction advisory projects and manage client relationships.
Serve as subject matter expert and train others.
Drive project success by building client relationships.
Monitor project status from initiation to completion and meet timelines.
Develop a quality of earnings analysis for target company earnings and forecast.
Analyze target data for working capital and liabilities affecting valuation.
Lead engagement team in client and lender discussions and interface with executives.
Identify risks and assess strengths/weaknesses relative to investment strategy.
Ensure quality of client deliverables including QOE, working capital, and revenue testing.
Improve processes and stay updated on industry trends; drive continual improvements.
Cultivate relationships to generate revenue for MarshBerry services.
Other duties as assigned.