Director, Valuation

Position

Director, Valuation — MarshBerry

MarshBerry is growing! We are seeking a Director, Valuation to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. 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 currently seeking a Director, Valuation based in either our Beachwood OH, Grandville MI, Plano TX, or New York NY office. The Director will lead the growth and execution of MarshBerry’s valuation services. The Director will be responsible for generating and executing valuation and consulting engagements through the entire life cycle. They will establish guidelines, procedures and quality control measures to ensure accuracy and client satisfaction. They will serve as a technical resource, mentor colleagues, provide training and build enduring relationships with our clients to drive growth and establish MarshBerry as a strategic business partner. The Director will be responsible for strategic decision making and driving to internal expectations for practice growth or other metrics.

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.
• Develop and maintain 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. Identify 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.

Selection Criteria

Education & Experience:

• Bachelor’s degree in Finance, Accounting or Business Management. Master’s degree preferred.
• 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.

Other:

• Demonstrated industry business acumen; ability to grasp new business concepts and issues.
• Ability to work in a fast-paced, professional team environment with 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; capable of identifying and resolving issues in a timely manner, and analyzing 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 maintain good working relations with coworkers; open to others’ ideas.
• Organized with attention to detail; able to manage, prioritize, and bring multiple projects to completion.
• Excellent project management skills with analytical, organizational, and problem-solving abilities.
• Self-motivated with ability to prioritize and manage several active projects concurrently; capable of delivering accurate results under deadlines.
• Confident: acts with poise to facilitate completion of work or defend a position.
• High ethics: maintains strong moral and ethical fortitude in line with MarshBerry values.
• Dependable: consistently at work and on time, flexible to the needs of the organization.
• Open to feedback: accepts management directions and seeks feedback to improve performance.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages 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 promoting a welcoming and inclusive environment for all.

What We Do:

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. Our mission is to help clients learn, improve and realize their value.

MarshBerry has been recognized with several awards including Crain’s Best Employers in Ohio, The Nation’s Best and Brightest in Wellness, North Coast 99, Top Work Places - The Plain Dealer, Weatherhead 100, and West Michigan’s Best and Brightest Companies to Work for.

To learn more about MarshBerry, visit

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination and requirements to take affirmative action in hiring minorities, including women, veterans, and those with disabilities.

Equal Opportunity Employer

MarshBerry is an equal opportunity employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.