Vice President, Business Valuation Expert

1 week ago

Beachwood, Ohio, United States MarshBerry Full time
About the Role

MarshBerry is seeking a highly skilled Vice President, Valuation to join our Financial Advisory Team. As a key member of our team, you will be responsible for executing business valuation projects and providing strategic oversight to our Valuation practice.

Key Responsibilities
  • Project Leadership: 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.
  • Client Relationships: Develop and maintain relationships with clients to drive successful projects and ensure client satisfaction.
  • Research and Analysis: Conduct research, write, and structure client-ready work to support valuation projects.
  • Subject Matter Expertise: Serve as a subject matter expert for valuation support to Financial Advisory team members, providing training, guidance, and technical support.
  • Project Monitoring: 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.
  • Process Improvement: Identify and make improvements to processes, deliverables, and quality control measures to ensure accuracy, consistency, client satisfaction, and mitigation of risk.
  • Business Development: Cultivate and maintain effective relationships with potential internal/external clients, partners, and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
Requirements
  • Education: Bachelor's degree in Finance, Accounting, or Business Management. Master's degree preferred.
  • Experience: 7+ years of experience within business valuation, mergers and acquisitions, transaction advisory, investment banking, financial services, or financial consulting.
  • Leadership: Proven experience in leading teams to achieve and exceed goals and objectives.
  • Industry Knowledge: Demonstrated industry business acumen; ability to grasp new business concepts.
  • Technical Skills: Proficient with technology; Microsoft Word, Excel, and PowerPoint.
Working at MarshBerry

MarshBerry practices The Collaborative Way, which encourages 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.

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