Financial Analyst

4 days ago


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

MarshBerry is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in analyzing client business and financial documents, preparing financial models, and supporting merger and acquisition advisory, business valuation, due diligence, and financial consulting projects.

Key Responsibilities
  • Collaborate with project teams to fulfill 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.
  • Research, compile, and analyze various metrics, including statistics needed for valuation reports and research needed for articles and presentations.
  • Complete projects in a timely manner, prioritizing work following guidelines and metrics provided to complete multiple projects simultaneously.
  • Develop client relationships by maintaining positive rapport with clients during projects.
  • Support client business performance improvement initiatives by providing analysis and recommendations for improved business and financial performance, in keeping with industry standards.
  • Support new business generation through reactive methods to introduce our products and services.
  • 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
  • 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, PowerPoint, and Access or similar database.
  • 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.
Compensation

Base salary target for CA: $75,000 - $90,000

Base salary target for NY: $85,000 - $100,000

About MarshBerry

MarshBerry 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.

MarshBerry 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 and acquisition advisory, peer-to-peer exchange, and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve, and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.



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