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Summary
About the Role
About You
- Pursuing a Bachelor’s Degree in Finance or Accounting at the Senior level.
- Highly proficient with Microsoft Excel, Word, PowerPoint, and Outlook.
- Working knowledge of financial statements and financial/accounting data.
- Strong analytical and problem-solving skills.
- Strong written and verbal communication skills.
- Exceptional organization skills and ability to multi-task.
Benefits
- Competitive benefits package including hybrid work schedules.
- Opportunities for growth and learning experiences.
MarshBerry – Helping Clients Learn, Improve & Realize Value MarshBerry is a global leader in financial services and consulting dedicated to helping insurance brokerages, and firms in the wealth management industry, achieve sustained growth and value for every stage of ownership. With a legacy spanning over 40 years, MarshBerry offers an extensive suite of services, including Investment Banking (Merger & Acquisition Advisory; Capital Raising), Financial Consulting (Strategic Planning; Valuations; Perpetuation Planning), Organic Growth Consulting (Leadership, Sales & Talent Solutions), Executive Peer Exchange, Agency Network and Market Intelligence and Performance Benchmarking. For more information, visit www.MarshBerry.com. *Investment banking services in the USA offered through MarshBerry Capital, LLC, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Company, LLC, 28601 Chagrin Blvd, Suite 400, Woodmere, OH 44122 (440) 354-3230.