Director, Valuation

MarshBerry•Beachwood, OH

3h•Hybrid

About The Position

MarshBerry is seeking a Director, Valuation to join their growing team. This role is based in either their Beachwood OH, Grandville MI, Plano TX, or New York NY office. The Director will be responsible for leading the growth and execution of MarshBerry’s valuation services, managing the entire lifecycle of valuation and consulting engagements. Key responsibilities include establishing guidelines, procedures, and quality control measures for accuracy and client satisfaction, serving as a technical resource, mentoring colleagues, providing training, and building client relationships to drive growth and establish MarshBerry as a strategic business partner. The Director will also be responsible for strategic decision-making and meeting internal expectations for practice growth and other metrics.

Requirements

Bachelor’s degree in Finance, Accounting or Business Management.
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.
Must be familiar with relevant valuation standards (Fair Value, Fair Market Value) and IRS and other industry organization guidelines (i.e. AICPA).
International valuation 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. Must possess a sense of urgency.
Ability to travel up to 20% of the time; includes 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 and maintain good working relations with coworkers. Remains opens to others’ ideas and exhibits a willingness to try new things.
Organized with demonstrated attention to detail; able to manage, prioritize, and bring to completion multiple projects.
Excellent project management skills with analytical, organizational, and problem-solving abilities.
Self-motivated with ability to prioritize and manage several active projects concurrently: able to complete projects and responsibilities with extreme attention to detail according to required timelines and deadlines along with capacity to work on multiple projects on any given day under pressure to create accurate results; demonstrates thoroughness and monitors work to ensure quality.
Confident: Poised and acts in a confident manner to facilitate completion of work assignment or to defend a position or idea.
High ethics: Possesses strong moral and ethical fortitude, prescribing to the values, standards, and policies of MarshBerry.
Dependable: Consistently at work and on time, flexible to the needs of the organization.
Open to feedback: follows instructions, responds to management directions, and solicits feedback to improve performance.

Nice To Haves

Master’s degree preferred.
International valuation experience is a plus.

Responsibilities

Lead the valuation team in completing valuations including valuations of ESOPs, Identifiable Intangible Assets, Personal Goodwill, and other unique valuation situations, including perpetuation planning, as well as gift and estate planning.
Generate and execute large and complex valuation and consulting projects through entire life cycle, interfacing with clients and other stakeholders or business advisors throughout the process.
Provide day-to-day direction, training, guidance and review of consultant’s valuation projects.
Develops and maintains valuation templates and models.
Establish guidelines, procedures and quality control measures to ensure accuracy, consistency and client satisfaction. Ensure guidelines and procedures are communicated effectively to those handling valuations.
Establish and maintain relationships with key clients and prospects. Identifies opportunities to bring in other MarshBerry consultants for other client needs.
Drive new business through engagement with prospective clients throughout the sales cycle.
Recognize opportunities for growth and implement strategies that will enhance client satisfaction, company 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 team through delivering 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.
Stays abreast of valuation and industry trends and changes incorporating “best practices” in the development of services, quality standards, policies and programs.
Facilitates presentations and publishes articles on timely valuation topics affecting our 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.