MarshBerry · 1 month ago
Vice President, Valuation
Plano, TX
Full-time
Hybrid
Mid, Senior Level
$135K/yr - $175K/yr
7+ years expMarshBerry is a growing company seeking a Vice President, Valuation to join their Financial Advisory Team. The Vice President will oversee business valuation projects, ensuring effective delivery of services and driving continual improvement in valuation processes.
Financial ServicesManagement Consulting
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
Qualification
Required
Bachelor's degree in Finance, Accounting or Business Management
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 25% of the time; includes overnight and limited weekend travel
Ability to work flexible and/or extended hours as needed
Preferred
Master's degree preferred
Additional Professional Designations or Certifications desired, such as: CPA, CVA/ASA, AM&AA
Company
MarshBerry
MarshBerry is a management consulting firm.
51-200 employees
H1B Sponsorship
MarshBerry has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (1)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2025-09-10Acquired
2022-01-18Private Equity
Leadership Team
Kris Figueroa
Chief Financial Officer
Allison Dassani
Director, Chief Operating Officer of Financial Advisory
Recent News
2025-10-09
Company data provided by crunchbase