Vice President, Valuation

MarshBerry•Woodmere, OH

2d•Hybrid

About The Position

MarshBerry, a subsidiary of Lincoln International, is growing and seeking a Vice President, Valuation to join their team. They foster a people-first, fast-paced, collaborative culture with ample opportunities for growth. MarshBerry values the trust clients place in their professionals and believes all colleagues play a critical role in cultivating those trusted relationships. The company provides an environment for employees to learn, improve, and achieve their career goals, offering competitive benefits, hybrid work schedules, new challenges, and learning experiences. The Vice President, Valuation will be part of the Financial Advisory Team, based in either Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA. This role is responsible for executing business valuation projects, providing strategy and project oversight to the Valuation practice, and ensuring services are delivered effectively, efficiently, and consistently. The Vice President will also collaborate with project leads to review work and enhance MarshBerry's valuation processes, resources, and deliverables. This is a hybrid position, requiring onsite work Monday through Thursday with the option for remote work on Fridays.

Requirements

Bachelor’s degree in Finance, Accounting or Business Management.
Master’s degree preferred.
Additional Professional Designations or Certifications desired, such as: CPA, CVA/AVA, AM&AA
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.
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.

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, and 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.