Vice President, Valuation

If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following our Accessibility Accomodation for Applicants page.

Showing 1 location

Corporate Office
Woodmere, OH 44122, USA

Showing 1 location
Corporate Office
Woodmere, OH 44122, USA
+3 more locations

• Hybrid
• Full-Time
• Requisition #: VICEP
  001382

Marsh Berry, a subsidiary of Lincoln International, is growing! We are seeking a Vice President, Valuation
to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. Marsh Berry has been successful in achieving 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 directly or indirectly cultivating those trusted 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.

Position Summary:

Marsh Berry is seeking a Vice President, Valuation
, for our Financial Advisory Team based in either our Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA office.

The Vice President is responsible for the execution of business valuation projects as part of Marsh Berry’s Financial Advisory Team. The Vice President will provide strategy and project oversight to Marsh Berry’s Valuation practice, ensuring that Marsh Berry services are delivered effectively, efficiently, and consistently. In addition to the fulfilment of projects, the Vice President will collaborate with project leads to review project work and drive continual improvement and enhancement of Marsh Berry valuation processes, resources, and deliverables.

This is a hybrid position. The individual will work onsite Monday through Thursday with the option to work remotely on Friday's.

Responsibilities:

• 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, structure client ready work.
• Serve as subject matter expert for valuation support to Financial Advisory team members, providing training, guidance, and technical support.
• Monitor the status of active valuation projects, tracking projects from initiation to completion and ensuring that project timelines and commitments are met to 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 effectively resolve issues.
• Identify and make improvements to processes, deliverables, and quality control measures to ensure accuracy, consistency, client satisfaction, and mitigation of risk;
  Stay abreast of industry trends and changes, incorporating best practices.
• Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all Marsh Berry services.

Selection Criteria

Education & Experience:

• Bachelor’s degree in Finance, Accounting or Business Management. Master’s degree preferred.
• Additional Professional Designations or Certifications desired, such as: CPA, CVA/AVA, AM&AA
• Ability to obtain the CVA
• 7+ years of experience within business valuation, mergers and acquisitions, transaction advisory, investment banking, financial services, or financial consulting.
• P…