Careers

MarshBerry is looking to hire a Digital Marketing Intern to help develop and implement outreach and promotional campaigns to boost brand engagement and increase revenue. This is a part time position 20 hours per week in our Cleveland (Woodmere Village) Office.

The duties and responsibilities include:

• Assist in managing social media channels (LinkedIn, Facebook, Twitter, Instagram, YouTube) and editorial calendar to ensure content is timely, relevant, and engaging.
• Assist in executing MarshBerry’s social media campaigns and developing best practices and brand guidelines for social (e.g. graphic elements, hashtags, etc.)
• Help to create list of approved hashtags across MarshBerry business lines and events and socialize internally.
• Prepare bi-monthly updates and reports to track growth and success rates of campaigns.
• Ensure adapted messaging is being executed online appropriate for each platform .
• Help identify leaders and influencers (internal/external) to follow and engage in for brand extensions
• Create and maintain rolling holiday calendar and engaging “day of” celebrations (e.g. National Insurance Nerd Day, etc.). Work with graphic design on image library and internal communications for integration of employee activities.
• Work with marketing team on digital advertising campaigns and reporting
• Help collect content for weekly internal staff eNewsletter and help promote social media engagement

QUALIFICATIONS

• Ability to take initiative, employ good judgment, and manage projects from beginning to end.
• Excellent writing, editing, and proofreading skills.
• Exceptional ability to manage details.
• Ability to multitask in a fast-paced environment.
• Ability to meet deadlines and to anticipate next steps or needs.
• Work effectively both independently and as part of a team.
• Be available for at least 20 hours a week.
• Currently enrolled upper class (or undergraduate junior/senior, grad student) level student in the liberal arts or equivalent work experience.
• Proficient in digital media platforms (LinkedIn, Twitter, Facebook, YouTube, WordPress) and understanding of and web/social media management and measurement tools (e.g. HubSpot, Google Analytics).
• Adobe Creative Suite experience a plus.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. 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.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

MarshBerry is seeking a hands-on leader who brings a collaborative approach to strategy development and a passion for creating unparalleled event experiences through world class execution to our Marketing team. With the evolution of experience-based marketing, especially in 2020, this person must be a visionary to reimagine traditional events and drive innovative experiences and programs end-to-end. The VP of Experiential Marketing will oversee the strategy and execution of a portfolio of our most critical prospect/client facing and internal events and create opportunities where people can come together (virtually/in-person/hybrid) to engage in conversations and interact with knowledgeable professionals that serve as trusted advisors in the Insurance Brokerage industry. These interactions will set the stage and tone for a positive brand association that grows relationships and leads to an increase in sales by providing content that is of interest and value.

Essential Responsibilities:

General Marketing:

• Set the strategy and long-term thinking for the firms experiential marketing initiatives.
• Drive the event strategy, planning process and execution of marque conferences, webinars and events.
• Know and understand target audience to deliver unique and differentiated branded experiences for clients, prospects and staff.
• Design communications plans to ensure messaging and collateral are on brand and strive for flawless implementation of event operations.
• Remain a “student of your craft” by continuously learning and staying informed on the latest experiential innovations.
• Guide the production of various assets by leveraging knowledge of integrated marketing across disciplines (brand, digital/social, direct, experiential).

Event Management:

• Manage the operational strategy including project plans, experience design and execution, budget management, registration and other event logistics for virtual delivery or in-person
• Direct digital and physical event execution with an understanding of emerging digital event platforms and innovation solutions for web-based interactions.
• Lead collaborative teams to create, enhance, and promote MarshBerry within the industry including event strategy, concept, and communication plans.
• Develop cross-functional timelines, detailed project plans and thoughtfully planned workstreams.
• Build processes for repeatability and scalability of experiential activities and initiatives.
• Manage sourcing and site selection of venues and hotels including room block management; Work with outside vendors and agencies as needed to review and negotiate all contracts, including assessing and securing venues, technology services, and entertainment/activities
• Manage event and meeting services including logistics, visual display assets, staging, audio visual and production integration and facilitate marketing activities associated with event.
• Work with sales management to identify measures and outcomes to determine event success metrics
• Create event briefing books and hold pre-event meetings to prep staff
• Work together cross-functionally to promote events in social media and other channels including managing digital/printed collateral, event invitations, follow-up communications and lead processes, and other appropriate communication.
• Keep track of all pertinent deadlines relevant to events and conferences, including booking dates, payment schedules, cancellation, material receipt, installation/dismantle and other important deadlines
• Travel to event and serve as on-site program manager.

Post Event:

• Demonstrate measurable business impact based on goals outlined for each experience.
• Analyze each event’s success and prepare reports on attendees, resulting leads/sales, including documenting process, procedures, critical milestones, lead times and lessons learned for continued success and make recommendations for opportunities for improvement and best practices.
• Manage experiential marketing budget and expense tracking.

Requirements:

1. Bachelor’s Degree in Hospitality, Marketing, Public Relations, or related field required
2. Minimum 10+ years of experience leading in-person conferences, planning summits, corporate events, galas or similar events with solid knowledge of hospitality and event management industries
3. Certified Meeting Professional (CMP) Designation preferred
4. Strategic thinker and creative problem-solver, able to glean insights, develop a vision and bring it to life with actionable cross-functional plans
5. Strong organizational skills and the ability to align resources, establish priorities and maintain extreme attention to detail through superior project management and interpersonal skills
6. Ability to demonstrate how virtual and in-person events align with and make an impact on key business drivers
7. Must thrive in an environment that is ambiguous, fast-moving, with cross-functional partnerships
8. Experience turning physical events to virtual events a plus
9. Proficiency in Microsoft Office Suite
10. Ability to travel 35%; Willingness to work some nights and weekends as needed for event

The team is currently operating with a hybrid work from home schedule due to COVID-19. However, once we can fully return to our offices safely, applicants could be expected to work in-office

Successful Candidate Attributes: collaborative with exceptional relationship management skills, self-motivated, open communication style, agile, innovative and solutions-oriented, approachable and exceptional attention to detail.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. 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.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com

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.

MarshBerry is seeking to add another Relationship Manager (internally known as Platform Strategy Consultant) to our team. This multifaceted sales and fulfillment role aimed at leveraging the production and needs assessment skills of insurance professionals with previous carrier or brokerage experience. Strategy Consultants at MarshBerry work with agencies and brokers who join our peer to peer network. These members share best practices, financial data, and thought leadership in a non-competitive setting. You may know this group as APEX or Bank/TASC but now it is branded as Connect. More than 140 firms are members and they are all focused on organic growth and improving their businesses.

Out of this same network, the MarshBerry Connect Platform was launched to challenge what independently owned agencies could do differently in the category of “Agency Aggregation”. Now, after only 1 year, our “Platform” is already the 3^rd largest Agency Partnership, as ranked by Insurance Journal. However, carrier compensation isn’t our leading objective. Instead we’re helping these organic growth focused firms grow even faster and stronger so mutually aligned Premier Partners (carriers) grow faster and stronger with us.

As a Platform Strategy Consultant, using your network, production, insurance, and needs assessment skills, you will develop new and existing members of Connect so they may join our Agency Partnership as well. As their Platform Strategy Consultant, you will remain fully engaged with the new member, stewarding them through the on-boarding and optimization/utilization processes of the Platform.

To ensure each member can achieve their intended ROI from our agency partnership, the Platform Strategy Consultant uses RiskMatch™, a cutting-edge data management software directly connected to their Agency Management System. This helps identify and assist in our unique value creation process. Beyond just working with agency leadership, you will be able to build deep ties with other critical internal stakeholders within the client’s firm. Along with leveraging our 120-Day KPI standards, Platform Strategy Consultants build credibility and trust by helping to build, manage and (co-) facilitate Practice and WorkGroup deliverables, based on your areas of specialization or interest.

Since only MarshBerry Connect network members may be on our Platform, you often collaborate with other MarshBerry associates to identify, recruit, and sign New or Former network member candidates. The opportunity to create lasting bonds with these same firms throughout their life cycle provides many cross and up-sale benefits to the Strategy Consultant as well.

An ESOP owned entity, MarshBerry and the Connect Platform is based in Woodmere, OH (Cleveland). However, this position may be located in another MarshBerry office or remote location, where practical.

The main responsibilities include:

• Develop and implements strategies for New Members to join and collaborate with the Connect Platform. Coordinate with other business unit leaders, field and respond to new business inquiries and assist with external and internal branding execution.
• Develop and maintain strong relationships with existing Platform and Network members to successfully build alignment, credibility, and ultimately a portfolio of business to help achieve member objectives. Leverage our primary tools to build a rapport thru our on-boarding process, RiskMatch, and the 120-day Rolling KPIs meetings.
• Identify opportunities for new product offerings and cross selling other MarshBerry products and services. Recognize the opportunities for growth, enhanced client satisfaction, and expanded market share when a Member fully deploys the Platform’s capabilities to drive growth, performance, and profitability for a Platform Member. Additionally, identify issues affecting clients/prospects and develop strategies to effectively resolve these issues/concerns.
• Manage and (co)Facilitate 1-2 Strategic Issues Groups.
• Manage and (co) Facilitate Practice and/or Work Groups supporting facets of the Platform.
• Cross and Up-Sell Connect Networks, Sales Performance, and Strategy or Management Consulting Projects to SIG members, assigned Platform members, and MarshBerry prospects.
• Create content related to the Insurance Distribution systems including agency efficiencies, insurance and sales thought leadership, and Platform Collaboration expressed thru published articles, social media, blogging, and video mediums to drive dialogue and build member inspired conversations.
• Collaborates with internal business units such as Marketing and Intellectual Capital to conduct market research and implement marketing strategies.
• Special projects, tasks or duties as assigned by Management.

Qualifications we are seeking:

• Bachelor’s degree required. Advanced degrees are a plus.
• Professional Designations or Insurance Certifications like RPLU, CIC ARE, CPCU are a plus
• 5-10+ years of experience in a Marketing or Production Underwriting role with a Commercial Lines carrier or as an Insurance Marketer/Producer for an Insurance Agency/Broker. Leadership and/or Management experience in these same areas is preferred.
• Proven experience to achieve and exceed division goals and objectives.
• Demonstrated industry business acumen; ability to grasp and actively engage in the creation of new business concepts and issues.
• Proficient with technology; Microsoft Word, Excel, Power Point and Access.
• Analytical, proactive problem-solving skills: Critical Thinking techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.
• Organized with demonstrated attention to detail; able to manage, prioritizes and brings to completion multiple projects.
• Excellent project management; with analytical, organizational and problem-solving abilities.
• Self-motivated with ability to multitask
• Sales aptitude.
• Ability to travel 30% of the time; includes overnight and weekend travel.
• Ability to work flexible and/or extended hours as needed.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) has focused on providing consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. These services included but were not limited to financial, operational, sales performance, and peer-to-peer exchange and information services. Most notably, MarshBerry remains the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

Recently, we established a wholly-owned Agency Partnership (the MarshBerry Connect Platform) to assist members of our existing peer-to-peer exchanges in driving greater value and performance to their clients, talent, and carrier partners.

Since 1981, MarshBerry has been recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission - to help our clients learn, improve and realize their value remains the same. Clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals, and our new Platform is fully aligned with these objectives.

Primarily a domestic company with clients throughout all 50 states, our teams of talented and driven ESOP stakeholders make us the successful, growing company we are today. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

MarshBerry is currently seeking an Associate based in either our Beachwood OH, Grandville MI, New York NY or Dana Point CA office. The Associate will fulfill merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team. The Associate will also be responsible for developing relationships with existing clients and new prospects, identifying opportunities, and selling projects.

The main responsibilities include:

• Collaborate as member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, CIM writing, deal structuring and negotiations, oversight of the day-to-day deal process, and successful closing of transaction or project.
• Research, write, and structure client ready work.
• Conduct quality review of project components, develop timelines and ensure that they are met.
• Review and provide input to the work of Financial Analysts to ensure quality and completion.
• Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues. Resolve problems identified and proactively find solutions for clients.
• Maintain the client relationship to ensure successful project execution on financial consulting and M&A advisory engagements.
• Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system.
• Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs.
• Other special projects, tasks or duties as assigned.

Qualifications we are seeking:

• Bachelor’s degree in Finance or Accounting, Master’s degree preferred.
• Additional professional designations, certifications or licenses are a plus, such as, CPA, CVA, ASA, CFA, and FINRA licenses.
• 3-5 plus years of experience in investment banking, transaction advisory, corporate development, assurance services, financial consulting, or financial services.
• Experience consulting and advising clients on operational, financial, and strategic issues.
• Experience developing and delivering effective presentations to small and large audiences. Strong written communication skills are also required.
• Demonstrated business acumen; ability to quickly grasp new business concepts and issues.
• Ability to develop relationships with clients and prospective clients.
• Proficient with technology; including Microsoft Word, Excel and Power Point.
• Analytical, with proactive problem-solving skills: Capability to identify and resolve issues in a timely manner.
• Organized with strong attention to detail while being able to successfully manage multiple engagements.
• Ability to travel approximately 25-40% of the time.
• Ability to work flexible and/or extended hours as needed.
• This position will also require passing of required licensing exams to become a registered representative of our affiliated broker dealer within a short time period after hire.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. MarshBerry offers merger and acquisition advisory services through its affiliated FINRA-registered Broker-Dealer, MarshBerry Capital, Inc. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. 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.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

MarshBerry is currently seeking a Vice President based in our New York, NY office. The Vice President will generate and execute debt and equity capital raise projects and consulting projects for MarshBerry’s Financial Advisory Team. The Senior Consultant will also be responsible for developing relationships with existing clients and new prospects, identifying opportunities, and selling projects.

The main responsibilities include:

• Serve as the client facing lead on debt and equity capital raising projects.
• Evaluate market opportunities, rating agency treatment, balance sheet impact, etc.
• Manage banking relationships.
• Manage loan syndication process.
• Define and implement capital return strategies.
• Assist clients with financial projections upon which loan proposals are made.
• Maintain the client relationship to ensure successful project execution.
• Train, coach, and provide project direction and mentoring to analysts and other team members.
• Research, write, and structure client ready work.
• Conduct quality review of project components, develop timelines and ensure that they are met
• Implement a business development strategy focused on under-levered firms or firms that require optimization of their capital structures.
• Seek and coordinate new business development activities through active relationship building techniques, responding to new business inquiries, developing marketing strategies, and assisting with external and internal branding execution.
• Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues. Lead team to resolve problems identified and proactively find solutions for clients.
• Publish articles on capital markets and the leveraged buyout and recapitalization marketplace for the insurance distribution system.
• Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs.
• Other special projects, tasks or duties as assigned.

Qualifications we are seeking:

• Bachelor’s degree in Finance or Accounting, Master’s degree preferred.
• Additional professional designations, certifications or licenses are a plus, such as, CPA, CVA, ASA, CFA, and FINRA licenses.
• 5-7 plus years of experience in capital markets, transaction advisory, or financial consulting.
• Experience consulting and advising clients on operational, financial, and strategic issues.
• Experience developing and delivering effective presentations to small and large audiences. Strong written communication skills are also required.
• Demonstrated business acumen; ability to quickly grasp new business concepts and issues.
• Ability to develop relationships with clients and prospective clients.
• Proficient with technology; including Microsoft Word, Excel and Power Point.
• Analytical, with proactive problem-solving skills: Capability to identify and resolve issues in a timely manner.
• Organized with strong attention to detail while being able to successfully manage multiple engagements.
• Ability to travel approximately 25-40% of the time.
• Ability to work flexible and/or extended hours as needed.
• This position will also require passing of required licensing exams to become a registered representative of our affiliated broker dealer within a short time period after hire.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. MarshBerry offers merger and acquisition advisory services through its affiliated FINRA-registered Broker-Dealer, MarshBerry Capital, Inc. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. 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.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

MarshBerry is currently seeking a Vice President for our Financial Advisory Team based in either our Beachwood OH, Grandville MI, New York NY or Dana Point CA office. The Vice President is responsible for leading transaction teams, conducting hands-on analysis, driving growth, and ensuring MarshBerry services are delivered effectively and efficiently. The Vice President is responsible for the fulfilment and origination of merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry’s Financial Advisory Team including the negotiation, structure, terms and conditions, completion and oversight of the day to day functions with the internal team members as a transaction or project moves through its cycle of introduction to closing. The Vice President will aid in the planning, formulating, and implementation of team goals and objectives and ensuring the completion of such.

The main responsibilities include:

• Serve as client-facing lead on merger and acquisition projects and financial consulting projects, developing strategy and implementation of client deliverables and maintaining the client relationship to ensure successful project execution.
• Manage both sell-side and buy-side M&A advisory engagements, including financial analysis and modeling, due diligence, identifying and contacting potential buyers or sellers, deal structuring and negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction.
• 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.
• Seek and coordinate new business development activities in current product line and opportunities for new services through active relationship building techniques. Coordinate approach with other business unit leaders, field and respond to new business inquiries, develop marketing strategies, and assist with external and internal branding execution.
• Manage existing relationships with clients, vendors and other business unit leaders to ensure client retention. Provide high level of service to clients and proactively provide additional consulting solutions.
• Research, write, and structure client ready work.
• Conduct quality review of project components, developing timelines and ensuring that they are met.
• Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues. Lead team to resolve problems identified and proactively find solutions for clients.
• Direct and coach team members; manage and establish priorities, direct workflow, provide consistent and constructive feedback, monitor progress, identify training and resource needs, recommend promotions and terminations, and complete and perform performance management reviews for direct reports.
• Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system.
• Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs.
• Other special projects, tasks or duties as assigned.

Qualifications we are seeking:

• Bachelor’s degree in Finance, Accounting or Business Management. Master’s degree and/or Juris Doctor is a plus.
• Additional Professional Designations or Certifications desired, such as, CPA, CVA, CPCU and/or AM&AA.
• 6-10+ years of related experience in investment banking, transaction advisory, corporate development, law, assurance services, financial consulting, or financial services.
• Proven experience in leading work teams to achieve and exceed division goals and objectives.
• Demonstrated industry business acumen; ability to grasp new business concepts and issues.
• 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.
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
• Ability to work flexible and/or extended hours as needed.
• Ability to travel up to 40% of the time; includes overnight and limited weekend travel.
• This position will also require passing of required licensing exams to become a registered representative of our affiliated broker dealer within a short time period after hire.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. MarshBerry offers merger and acquisition advisory services through its affiliated FINRA-registered Broker-Dealer, MarshBerry Capital, Inc. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. 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.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

MarshBerry is currently seeking a Financial Analyst based in either our Beachwood OH, Grandville MI, New York NY or Dana Point CA office. 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.

The main responsibilities include:

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

Qualifications we are seeking:

• 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
• 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 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.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. MarshBerry offers merger and acquisition advisory services through its affiliated FINRA-registered Broker-Dealer, MarshBerry Capital, Inc. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. 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.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.