Vice President of Operations

Position Summary

Marsh Berry is seeking a Vice President, Valuation, for our Financial Advisory Team based either in our Beachwood, OH;
Grand Rapids, MI; or our Plano, TX office. The Vice President is responsible for the execution of business valuation projects as part of Marsh Berry’s Financial Advisory Team, providing strategy and project oversight to ensure services are delivered effectively, efficiently, and consistently. They will collaborate with project leads to review work, drive continuous improvement, and enhance valuation processes, resources, and deliverables.

• Serve as project lead on valuation engagements, responsible for strategy and implementation of client deliverables, quality review of project components, and ensuring project timelines are met.
• Drive successful projects by developing and maintaining relationships with clients.
• Research, write, and structure client‑ready work.
• Serve as subject‑matter expert for valuation support to the Financial Advisory team, providing training, guidance, and technical support.
• Monitor the status of active valuation projects, tracking from initiation to completion and ensuring client satisfaction.
• Conduct analysis and detailed reviews of project work.
• Collaborate with project leads to identify and understand factors impacting project status and develop strategies to resolve issues.
• Identify and improve processes, deliverables, and quality control measures to ensure accuracy, consistency, client satisfaction, and risk mitigation; stay abreast of industry trends and incorporate best practices.
• Cultivate and maintain effective relationships with potential internal/external clients, partners, and stakeholders that can lead to revenue generation for Marsh Berry services.

• Education & Experience:
  
  Bachelor’s degree in Finance, Accounting, or Business Management. Master’s degree preferred. Additional professional designations or certifications (e.g., CPA, CVA/ASA, AM&AA) desired.
• 7+ years of experience in business valuation, mergers and acquisitions, transaction advisory, investment banking, financial services, or financial consulting.
• Proven experience leading teams to achieve and exceed goals.
• Strong industry business acumen with the ability to grasp new business concepts.
• Proficient with technology;
  Microsoft Word, Excel, and PowerPoint.
• Analytical, proactive problem‑solving skills.
• Excellent project management with analytical, organizational, and problem‑solving abilities.
• Organized with demonstrated attention to detail; able to manage, prioritize, and complete multiple projects.
• Strong communication skills, both written and verbal, with creativity in work.
• Ability to travel up to 25% of the time, including overnight and limited weekend travel.
• Flexibility to work extended hours as needed.

Marsh Berry practices The Collaborative Way, encouraging employees to adhere to 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 and strive to educate our employees in these areas.

Marsh Berry provides consulting services in the financial services industry primarily to independent insurance agents, brokers, carriers, and wealth and retirement plan advisors. Services include financial, operational, and sales management, merger and acquisition advisory, and peer‑to‑peer exchange and information services.

Recent recognitions include Crain’s Best Employers in Ohio, The Nation’s Best and Brightest in Wellness, North Coast 99 Top Work Places (The Plain Dealer), and Weatherhead 100 West Michigan’s Best and Brightest Companies to Work for.

As an equal‑opportunity employer, your application will be considered with regard to all laws that prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, or genetic information, and we require affirmative action in hiring minorities, women, veterans, and people with disabilities.