Financial Analyst, Investment Banking & Consulting

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Marsh Berry is growing! We have a people-first, fast-paced, collaborative culture with plenty of opportunities for growth. Marsh Berry has achieved growth objectives because of the trust our clients place in our talented team of professionals, and all Marsh Berry colleagues play a critical role in cultivating those relationships. Marsh Berry provides an environment where employees can learn, improve and realize their career goals.

We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

We are seeking a Financial Analyst to join our team in either our Woodmere OH, Grand Rapids MI, Plano TX, or Dana Point CA offices. The Financial Analyst is responsible for analyzing client business and financial documents and preparing financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for Marsh Berry’s Financial Advisory Team.

• Collaborates as a key member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination.
• Researches, compiles, and analyzes various metrics such as statistics needed for valuation reports and research needed for articles and presentations.
• Completes projects within desired timeframe, prioritizing work following guidelines and metrics to complete multiple projects simultaneously.
• Develops client relationships by maintaining positive rapport with clients during projects.
• Supports client business performance improvement initiatives by providing analysis and recommendations for improved business and financial performance, in keeping with “proven practices” industry standards.
• Supports new business generation through reactive methods to introduce our products and services.
• Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all Marsh Berry services.
• Performs any other special projects, tasks or duties as assigned.

• Education & Experience
  • • Bachelor’s Degree in Business, Finance or Accounting. Master’s Degree is a plus.
  • • Minimum of 1-3 years of experience in investment banking, transaction advisory, corporate development, assurance services, financial consulting, or financial services.
  • • Proficient with technology;
    Microsoft Word, Excel, Power Point and Access or similar database.
• Other
  • • Strong analytical and problem-solving skills; techniques to identify and resolve issues in a timely manner.
  • • Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
  • • Exceptional organization skills; using systematic methods to perform work and creativity to recommend or create new work methods or procedures.
  • • Ability to multi-task; able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines.
  • • Ability to work extended hours as needed. Some travel will be required.

CA: $75,000 - $90,000

NY: $85,000 - $100,000

Marsh Berry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

Marsh Berry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger…