Director, Valuation

Marsh Berry is growing! We are seeking a Director, Valuation to join our team. We have a people first culture with ample growth opportunities.

The Director will lead the growth and execution of Marsh Berry’s valuation services. They will generate and execute valuation and consulting engagements through the entire life cycle, establish guidelines, procedures and quality control measures, serve as a technical resource and mentor, provide training, and build enduring relationships with clients to drive growth. The Director will be responsible for strategic decision making and driving practice growth or other metrics.

• Lead the valuation team in completing valuations including ESOPs, identifiable intangible assets, personal goodwill, and other unique valuation situations, including perpetuation planning and gift and estate planning.
• Generate and execute large and complex valuation and consulting projects through the entire life cycle, interfacing with clients and stakeholders.
• Provide day-to-day direction, training, guidance and review of consultants’ valuation projects.
• Develop and maintain valuation templates and models.
• Establish guidelines, procedures and quality control measures to ensure accuracy, consistency and client satisfaction; communicate them effectively to those handling valuations.
• Establish and maintain relationships with key clients and prospects; identify opportunities to bring in other Marsh Berry consultants for additional client needs.
• Drive new business through engagement with prospective clients throughout the sales cycle.
• Recognize opportunities for growth and implement strategies that enhance client satisfaction, market share, revenue growth and profitability; fully develop and utilize the company’s capabilities and position the company as a strategic partner.
• Develop and manage the team through feedback, monitoring progress, identifying training and resource needs, and completing performance management reviews for direct reports.
• Collaborate with other valuation groups within the Lincoln International organization to optimize cross-practice knowledge sharing.
• Stay abreast of valuation and industry trends and incorporate best practices in the development of services, quality standards, policies and programs.
• Facilitate presentations and publish articles on timely valuation topics affecting clients.
• Collaborate with marketing and other teams across the organization to create external marketing collateral, further develop capabilities and service delivery.
• Any other special projects, tasks and duties as assigned.

• Bachelor’s degree in Finance, Accounting or Business Management;
  Master’s degree preferred.
• Additional professional designations or certifications desired, such as CPA, CVA/AVA, ABV or ASA.
• 10–15+ years of leadership with related experience in valuation, consulting or financial services.
• Familiarity with relevant valuation standards (Fair Value, Fair Market Value) and IRS/industry guidelines (e.g., AICPA); international experience is a plus.
• Proven experience in managing work teams to achieve and exceed goals and objectives.

• Demonstrated industry business acumen; ability to grasp new business concepts and issues.
• Must like to work in a fast‑paced, professional team environment and possess a sense of urgency.
• Ability to travel up to 20% of the time, including overnight and limited weekend travel.
• Ability to work flexible and/or extended hours as needed.
• Proficient with technology including Microsoft Word, Excel, PowerPoint and other relevant software programs.
• Analytical, proactive problem‑solving skills: uses techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.
• Accountability: ability to accept responsibility and be accountable for actions and conduct.
• Confidentiality: maintains confidentiality of proprietary information and that of clients.
• Team oriented: positive and professional, able to show consideration for coworkers and remain open to others’ ideas.
• Organized with attention to detail; able to manage, prioritize and bring to completion multiple projects.
• Ex…