Financial Analyst, Investment Banking & Consulting

MarshBerry is growing! We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because 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.

We are seeking a Financial Analyst to join our team in either our Woodmere OH, Grand Rapids MI, Plano TX, or Dana Point CA offices. The Financial Analyst is responsible for analyzing client business and financial documents and preparing financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team.

Responsibilities:

• Collaborates as a key member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination.

• Responsible for researching, compiling and analyzing various metrics these may include statistics needed for valuation reports, and/or research needed for articles and presentations.

• Completes projects in desired timeframe prioritizing work following guidelines and metrics provided to complete multiple projects simultaneously.

• Develops client relationships by maintaining positive rapport with clients during projects.

• Supports client business performance improvement initiatives by providing analysis and recommendations for improved business and financial performance, in keeping with “proven practices” industry standards.

• Support new business generation through reactive methods to introduce our products and services.

• Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.

• Any other special projects, tasks or duties as assigned.

Selection Criteria

Education & Experience:

• Bachelor’s Degree in Business, Finance or Accounting. Master’s Degree is a plus.

• Minimum of 1-3 years of experience in investment banking, transaction advisory, corporate development, assurance services, financial consulting, or financial services.

• Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar

database.

Other:

• Strong analytical and problem solving skills; techniques to identify and resolve issues

in a timely manner.

• Strong communication skills; both written and verbal with demonstrated creativity

with regard to work.

• Exceptional organization skills; using systematic methods to perform work and

creativity to recommend or create new work methods or procedures.

• Ability to multi-task; able to complete simultaneous projects and responsibilities with

extreme attention to detail according to required timelines and deadlines.

• Ability to work extended hours as needed. Some travel will be required.

Base salary target for CA : $75,000 - $90,000

Base salary target for NY : $85,000 - $100,000

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: 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 continuing to promote 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. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

• 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

• 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 because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.