Careers

FP&A Analyst

MarshBerry is currently seeking a Financial Planning & Analysis (FP&A) Analyst for our Beachwood, OH office. The FP&A Analyst provides support for the CFO, CEO, and Corporate Accounting Team through financial analysis, reporting, and budget development for our growing organization. They will collaborate with all teams across our organization, and play a key role in helping to improve many aspects of how we operate and leverage information. This will include, but not be limited to, CRM-based dashboard reporting, sales effectiveness reporting, compensation plan design & administration, accounting related process improvements, and a wide range of other complex, predictive-analytic, and ROI-driven reporting.

The main responsibilities include:

• Analyze and create key performance indicators across all areas of sales activity, revenue, cost of sales, expenses and capital expenditures.
• Develop financial models and analyses to support strategic initiatives.
• Contribute to the preparation of monthly financial reporting package, and monthly/quarterly business review packages; ensure quality, accuracy, and timeliness.
• Help analyze and improve compensation plans across the company.
• Establish and evaluate profit plans.
• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.
• Participate in annual budget creation.
• Complete ad-hoc analysis to address existing and evolving business needs.
• Use run-rates and other key expense drivers to generate detailed expense budgets for major areas of spending.
• Update key financial models with current actuals and develop monthly/quarterly forecast for remainder of the year.
• Additional projects as assigned.

Qualifications we are seeking:

• Bachelor’s degree required in Finance or Accounting. Master’s degree is a plus.
• Minimum 5 years of experience in finance or accounting.
• Proficient with technology; Microsoft Excel, Power Point and accounting or finance software packages. Microsoft Dynamics CRM and Great Plains experience a plus.
• Professional presentation and conduct working with internal and external clients.
• Solid analytical skills and proactive problem solving skills; techniques to identify and resolve issues in a timely manner, gathers and analyzes information skilfully and able to make appropriate decisions.
• Confidentiality; maintains confidentiality with proprietary information and all internal and external communication.
• Exceptional organizational and time management skills; using systematic methods to perform work and ability to recommend or create new work methods or procedures.
• Detail-oriented; pays high degree of attention to all details and accuracy of all tasks performed.
• High ethics; posses’ strong moral and ethical fortitude, prescribing to the values, standards and policies of MarshBerry.

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 adviser 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.

Senior Consultant

MarshBerry is currently seeking a Senior Consultant based in either our Beachwood, OH, Grandville, MI, New York, NY or Dana Point, CA office. The Senior Consultant will lead merger and acquisition advisory 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 primarily on financial consulting projects and M&A advisory engagements. Lead team and maintain the client relationship to ensure successful project execution on financial consulting and M&A advisory engagements.
• Lead both sell-side and buy-side M&A advisory engagements (including financial analysis and models, structuring of deal, negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction.
• 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.
• 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 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.
• 8-10 plus years of experience in assurance services, 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.

Consultant

MarshBerry is currently seeking a Consultant based in either our Beachwood, OH, Grandville MI, New York, NY or Dana Point, CA office. The Consultant will fulfill merger and acquisition advisory and consulting projects for MarshBerry’s Financial Advisory Team. The 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 primarily on financial consulting projects and M&A advisory engagements.
• Maintain the client relationship to ensure successful project execution on financial consulting and M&A advisory engagements.
• Support team on both sell-side and buy-side M&A advisory engagements (including financial analysis and models, structuring of deal, negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction.
• Research, write, and structure client ready work.
• Conduct quality review of project components, develop timelines and ensure 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.
• 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.
• 5-7 plus years of experience in assurance services, 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.

Financial Analyst

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 valuations, and consulting projects for MarshBerry’s Financial Advisory Team. The Analyst will also be responsible for making recommendations as part of performance improvement initiatives. This position will include direct client involvement, typically via telephone and email with occasional travel.

The main responsibilities include:

• Collaborates as a key member of project teams.
• Performs business valuations of privately held companies through detailed analysis of client’s business and financial records.
• Supports team members in projects through fact finding, data gathering, analysis, report writing, and value determination.
• Develops client relationships by maintaining positive rapport with clients during projects. May also involve participation in MarshBerry’s Networks and related client relationship responsibilities.
• Generates new business through reactive methods to introduce our products and services.
• Supports client business performance improvement initiatives by providing analysis and recommendations for improved business and financial performance, in keeping with “proven practices” industry standards.
• 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.
• 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 one to three years of previous experience in financial services, insurance or consulting.
• 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 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. 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.

Human Resources Coordinator

MarshBerry is seeking a Human Resources Coordinator in our Beachwood, OH office. The HR Coordinator’s primary responsibilities will include supporting the recruiting process for assigned positions, coordination of new hire onboarding, employee training and development, and management of employee data pertaining to various functions of HR (payroll, benefits, etc.). The HR Coordinator will provide support for employee events and employee engagement initiatives.

The main responsibilities will include:

• Administers recruiting process for assigned positions. Develops job postings, identifies sources, screens candidates, and conducts phone interviews and on-site interviews.
• Assist with organizing college recruiting program by managing summer internship program, developing relationships with career services and attending college career events.
• Facilitates aspects of onboarding program by processing new employee paperwork and coordination of company onboarding meetings.
• Assists with employee events and employee engagement programs.
• Assists with benefits and payroll administration.
• Manages employee gifts and awards program.
• Assists with company award applications.
• Handles employee communications such as updating bulletin boards and HR SharePoint site.
• Performs special events and/or projects as assigned.

Qualifications we are seeking:

• Associate’s degree in Human Resources, Communication, Business Administration or related field required. Bachelor’s degree preferred. Human Resources designations are a plus.
• A minimum of two to four years of Human Resources experience with a minimum of one year of recruiting experience.
• Knowledge of HRIS systems. Knowledge of UltiPro a plus.
• Knowledge of applicant tracking systems and recruitment tools such as LinkedIn Recruiter, job boards, and social media to identify top talent.
• Proficient in Microsoft Office.
• Accountability: Ability to accept responsibility and be accountable for actions and conduct
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work. Excellent spelling, grammar as well as good phone skills
• Confidentiality; maintains confidentiality at all times with employee information, financial data, and internal and external communication
• Exceptional organizational skills; using systematic methods to perform work and ability to recommend or create new work methods or procedures
• Ability to multi task; able to work on multiple projects in the same time period. Complete projects and responsibilities with extreme attention to detail according to required timelines and deadlines and monitors works to ensure quality
• Dependable: Consistently at work and on time, flexible to the needs of the organization.
• Open to feedback: follows instructions, responds to management directions and solicits feedback to improve performance

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.

Sales Performance Coach

MarshBerry is currently seeking a Sales Performance Coach for our Beachwood, OH office. The Sales Performance Coach will focus on coaching and development of sales people at client insurance agencies. The Sales Performance Coach will manage their production force by monitoring new business sales, training producers on a consultative sales process, and coaching those producers through difficult sales situations they encounter.

The main responsibilities include:

• Conduct coaching calls with sales people at client agencies. Reviewing their prospecting activity and strategies, active prospects, and value proposition development. Create action items for each individual sales person to implement
• Lead sales meetings for their clients.
• Follow up regularly with each engaged sales person for updates on their activity and production from the previous call and identify areas for further coaching opportunities.
• Build and update growth projections for their clients.
• Stay abreast of industry trends and technology changes incorporating “best practices” in the development of technology, quality standards, policies and programs. Constantly update presentation content accordingly.
• Develop PowerPoint presentations for Sales Performance clients. Over time the consultant will deliver presentations.
• Publish articles on sales performance topics affecting the insurance distribution system.
• Establish priorities, schedule and manage daily work flow, provide consistent and constructive feedback.
• Recognize opportunities for growth and implement strategies that will enhance client satisfaction, company market share, revenue growth and profitability.
• Identify issues effecting clients/prospects and develop strategies to effectively resolve these issues/concerns.
• Seek and coordinate new business development activities in current product line and opportunities for new services through active relationship building techniques.
• Any other special projects, tasks or duties as assigned.

Qualifications we are seeking:

• Bachelors Degree in Business, Marketing, Communications, or related degrees.
• Three to five years’ experience in consulting, insurance, sales performance or business operations.
• Formal sales training is strongly preferred such as, Sandler, Wilson Learning, IMPAX or equivalent.
• Managed a sales team previously is strongly preferred.
• 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.
• Ability to adjust to changes in priorities and expectations.
• Ability to work flexible and/or extended hours as needed.
• Outstanding customer service; an enthusiastic professional able to build relationships with co-workers and clients.
• Must like to work in a fast-paced, professional team environment. Must possess a sense of urgency.
• Ability to travel 25% of the time; includes overnight and weekend travel.

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 performance, 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.

Talent Acquisition Regional Manager

MarshBerry is currently seeking a Talent Acquisition Regional Manager for our Grandville, MI office. The Talent Acquisition Regional Manager performs in a player/coach role, as they lead a team of recruiters who source and interview candidates, while also interviewing and presenting candidates to our clients. MarshBerry clients hire us on retainer to recruit high quality sales professionals.

Key responsibilities and expectations:

• Provide guidance and direction to a team of direct reports for an assigned region.
• Manage, on average, 15 open searches at a time.
• Place at least 3 candidates per month, as a team.
• Conduct weekly one on one strategy and coaching meetings with direct reports.
• Present qualified candidates to clients and coordinate in-person interviews.
• Build and maintain relationships with candidates and clients throughout recruiting process.
• Collaborate with Unit Manager and Business Development Team on prospect calls and presentations.
• Travel to client’s offices and MarshBerry conferences on an as needed basis.
• Write or contribute to industry articles and host webinars as needed.

Qualifications we are seeking:

• Bachelor’s Degree required, AIRS PRC or CIR designations preferred.
• 5 plus years’ experience in recruiting, sales or related field.
• Some management experience preferred, but not necessary.
• Proficient in Microsoft Outlook, Word, Excel and Power Point.
• Proficient in various recruiting tools and applicant tracking software.
• Strong verbal and written communication skills.
• Team oriented; Positive and professional, able to show consideration for and maintain good working relations with co-workers remains opens to others’ ideas and exhibits willingness to try new things.
• Exceptional organizational 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.
• Self-motivated; Self-starter with ability to make appropriate decisions.
• Open to feedback: follows instructions, responds to management directions and solicits feedback to improve performance.

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.

New Business Development Consultant

MarshBerry is currently seeking a New Business Development Consultant for our Plano, TX or Beachwood, OH office. The New Client Development Consultant will work nationally, follow MarshBerry’s proven sales process, and identify potential new clients, build relationships, and position MarshBerry as a trusted advisor.

The New Client Development Consultant will work with MarshBerry’s solution teams to develop recommendations that can help their prospects achieve their company objectives. These solutions can range from benchmarking services, to financial and organic growth consulting and mergers and acquisitions.

The main responsibilities include:

• Follow the Client Development Strategy.
• Proactive prospecting through new phone conversations and in person networking at industry events.
• Develop intelligence on prospects in order to recognize opportunities and help position MarshBerry as a strategic partner.
• Establishes and maintains positive and mutually profitable client relationships.
• Identify a range of issues affecting prospects and involve the appropriate MarshBerry team to proactively find solutions for them.
• Stays abreast of industry trends and changes.
• Publish articles and delivers presentations on timely topics affecting the industry.
• Any other special projects, tasks or duties as assigned.

Qualifications we are seeking:

• Bachelor’s Degree in Business, Finance, Marketing, Communications or related degrees.
• Advanced degrees or professional designations are a plus.
• Series 62 & 63 are a plus.
• Three to five plus years’ experience in sales, financial services, consulting or insurance.
• Formal sales training is strongly preferred such as, Sandler, Wilson Learning, IMPAX or equivalent.
• Proficient with technology; Microsoft Word, Excel, Power Point Microsoft Dynamics CRM or similar CRM.
• 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.
• Outstanding customer service; an enthusiastic professional able to build relationships with co-workers and clients.
• Ability to adjust to changes in priorities and expectations.
• Ability to travel 25% 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) 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.

Data Analyst

MarshBerry is currently seeking a Data Analyst for our Beachwood, OH office. The Data Analyst will be responsible for administration of MarshBerry’s proprietary database, assisting with product development and research projects. The Data Analyst enters client data, produces reports, analyzes reports and reviews results with clients. Collaborates with Data Administrators, Senior Data Analysts and Consultants on client projects and enhancements to performance benchmarking reports. Supports the Senior Data Analyst and Senior Vice President of Intellectual Capital with market research, surveys and various data analytics projects.

The main responsibilities include:

• Serve as project manager for assigned clients and responsible for data collection, formatting and report generation on a quarterly or annual basis.
• Answer client inquiries regarding Intellectual Capital products and services.
• Extract data and generate reports for special requests and projects.
• Establish and maintain positive client relationships.
• Assist with market research, surveys, client presentations, and various data analytics projects.
• Assist with product development and enhancements to MarshBerry products & services.
• Develop and update procedures on a continual basis.
• Analyze client data and perform consulting calls with clients.
• Qualify leads through reactive methods to introduce our services and opportunities.
• Provide guidance to Analysts and Consultants on formatting of accounts, calculations of ratios, etc.
• Train new Data Administrators and Interns in Intellectual Capital processes and knowledge.
• Completes projects in desired time frame utilizing prioritization skills to keep multiple projects progressing on target.
• Special projects and other tasks as assigned.

Qualifications we are seeking:

• Bachelor’s Degree in Business, Accounting, Finance, Economics or Mathematics preferred or equivalent combination of education and experience.
• At least 1 – 3 years of prior relevant experience including experience collecting and analyzing data.
• High level of computer and software competency; proficient with database administration and infrastructure. Proficient in Microsoft Office Word, Excel, Access and PowerPoint.
• Analytical, proactive problem solving skills; techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully.
• Confidentiality; maintains confidentiality of proprietary information and that of clients.
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work. Excellent spelling, grammar as well as good phone skills.
• Exceptional organizational 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 projects and responsibilities with extreme attention to detail according to required timelines and deadlines, along with capacity to work under pressure to create accurate results, demonstrating accuracy and thoroughness and monitors works to ensure quality.
• Limited overnight travel as needed.

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.