Vice President, Valuation

MarshBerry•Beachwood, OH

3d•$135,000 - $175,000•Hybrid

About The Position

MarshBerry, 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. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry 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: MarshBerry 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 MarshBerry’s Financial Advisory Team. The Vice President will provide strategy and project oversight to MarshBerry’s Valuation practice, ensuring that MarshBerry 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 MarshBerry 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.

Requirements

Bachelor’s degree in Finance, Accounting or Business Management.
Ability to obtain the CVA
7+ years of experience within business valuation, mergers and acquisitions, transaction advisory, investment banking, financial services, or financial consulting.
Proven experience in leading teams to achieve and exceed goals and objectives.
Demonstrated industry business acumen; ability to grasp new business concepts.
Proficient with technology; Microsoft Word, Excel and Power Point.
Analytical, proactive problem-solving skills: techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.
Excellent project management; with analytical, organizational and problem solving abilities.
Organized with demonstrated attention to detail; able to manage, prioritize and bring to completion multiple projects.
Strong communication skills; both written and verbal with demonstrated creativity with regard to work.

Nice To Haves

Master’s degree preferred.
Additional Professional Designations or Certifications desired, such as: CPA, CVA/AVA, AM&AA

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 MarshBerry services.