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Transaction Advisory Jobs in Ohio (NOW HIRING)

Rea

Senior Business Valuation Associate

Dublin, OH

The Senior Business Valuation Associate on the Business Valuation and Transaction Advisory Services team will lead financial analysis and modeling, apply advanced valuation techniques and conducting ...

Rea

Senior Business Valuation Associate

Dublin, OH · On-site

The Senior Business Valuation Associate on the Business Valuation and Transaction Advisory Services team will lead financial analysis and modeling, apply advanced valuation techniques and conducting ...

Rea

Senior Business Valuation Associate

Cleveland, OH · On-site

The Senior Business Valuation Associate on the Business Valuation and Transaction Advisory Services team will lead financial analysis and modeling, apply advanced valuation techniques and conducting ...

Rea

Senior Business Valuation Associate

Cleveland, OH · On-site

The Senior Business Valuation Associate on the Business Valuation and Transaction Advisory Services team will lead financial analysis and modeling, apply advanced valuation techniques and conducting ...

Rea

Senior Business Valuation Associate

Cleveland, OH · On-site

The Senior Business Valuation Associate on the Business Valuation and Transaction Advisory Services team will lead financial analysis and modeling, apply advanced valuation techniques and conducting ...

Marsh Berry

Vice President, Valuation

Woodmere, OH · On-site

Additional Professional Designations or Certifications desired, such as: CPA, CVA/ASA, AM&AA * 7+ years of experience within business valuation, mergers and acquisitions, transaction advisory ...

Rea

Business Valuation Supervisor

Dublin, OH · On-site

Ability to perform Quality of Earnings engagements and provide related transaction advisory services * Share industry best practices and keep the team informed about emerging trends in business ...

McKesson

Sr. Manager, M&A Analyst

Columbus, OH · On-site +1

$82K - $102K/yr

Transaction advisory or strategy * Bachelor's degree in finance, business, economics, or related field Critical Skills * Financial analysis and valuation: Strong foundation in financial modeling ...

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All JobsTransaction Advisory JobsTransaction Advisory Jobs in Ohio

Transaction Advisory information

See Ohio salary details

$71.3K

$144.8K

$215.3K

How much do transaction advisory jobs pay per year?

As of Aug 2, 2026, the average yearly pay for transaction advisory in Ohio is $144,825.00, according to ZipRecruiter salary data. Most workers in this role earn between $115,000.00 and $168,300.00 per year, depending on experience, location, and employer.

What is the role of a transaction advisor?

A transaction advisor assists clients in buying, selling, or merging businesses by providing financial analysis, due diligence, valuation, and deal structuring expertise. They help ensure transactions are financially sound and align with strategic goals, often working with financial models and industry regulations.

What jobs make $1,000,000 a year?

In the field of transaction advisory, high-level roles such as senior partners or managing directors at top investment banks, private equity firms, or large consulting firms can earn $1,000,000 or more annually through base salary, bonuses, and profit sharing. These positions typically require extensive experience, strong financial skills, and often involve leading complex deals or strategic transactions. Compensation at this level is usually performance-based and linked to successful deal closures or firm profitability.

What is a Transaction Advisory job?

A Transaction Advisory job involves providing strategic financial guidance on mergers, acquisitions, divestitures, and other corporate transactions. Professionals in this role assess financial risks, conduct due diligence, value businesses, and support deal negotiations. They work closely with clients to optimize transaction structures and ensure smooth execution. Typically, they are employed by financial consulting firms, investment banks, or accounting firms.

What are the key skills and qualifications needed to thrive in the Transaction Advisory position, and why are they important?

To thrive in Transaction Advisory, you need a strong background in finance, accounting, and business analysis, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial modeling software, Microsoft Excel, and certifications like CPA or CFA are typically required. Exceptional communication, project management, and client relationship skills help professionals stand out in this advisory role. These abilities are crucial for accurately assessing transactions, guiding clients through complex deals, and ensuring effective team collaboration.

What are some common challenges faced by professionals in Transaction Advisory roles?

Professionals in Transaction Advisory often face challenges such as managing tight deadlines, balancing multiple transactions simultaneously, and adapting to the evolving needs of clients during mergers, acquisitions, or divestitures. The role can involve complex financial analysis, rapidly changing deal structures, and close collaboration with lawyers, accountants, and executives. To succeed, it's important to be comfortable working under pressure, have strong attention to detail, and excel in both independent and team-based environments. Overcoming these challenges not only strengthens analytical and interpersonal skills but also provides excellent career development opportunities within the finance and consulting industries.

How much do transaction advisory associates make?

Transaction advisory associates typically earn between $60,000 and $90,000 annually, depending on experience, location, and firm size. Entry-level associates may start at lower salaries, while those with more experience or working in major financial hubs can earn higher compensation, often supplemented with bonuses and benefits.

What do transaction advisory services do?

Transaction advisory services involve providing expert guidance to clients during mergers, acquisitions, divestitures, or other financial transactions. Professionals in this field analyze financial data, conduct due diligence, valuation, and risk assessment to support informed decision-making and ensure successful deal execution.
What are the most commonly searched types of Transaction Advisory jobs in Ohio? The most popular types of Transaction Advisory jobs in Ohio are:
What are popular job titles related to Transaction Advisory jobs in Ohio? For Transaction Advisory jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Transaction Advisory jobs in Ohio look for? The top searched job categories for Transaction Advisory jobs in Ohio are:
What cities in Ohio are hiring for Transaction Advisory jobs? Cities in Ohio with the most Transaction Advisory job openings:
Transaction Advisory jobs near you
Infographic showing various Transaction Advisory job openings in Ohio as of July 2026, with employment types broken down into 88% Full Time, 7% Part Time, and 5% Contract. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution, with an average salary of $144,825 per year, or $69.6 per hour.

Vice President, Transaction Advisory

Marsh Berry

Woodmere, OH • On-site

Full-time

Re-posted 15 days ago

Job description

MarshBerry is growing! We are seeking a Vice President, Transaction Advisory, to join our team. 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.
Job Details
Position Summary:
MarshBerry is seeking a Vice President, Transaction Advisory, based either in our Beachwood OH, Grand Rapids MI, Plano TX, or Dana Point CA office. The Vice President is responsible for the execution of transaction advisory projects and will provide strategy and project oversight to MarshBerry's Transaction Advisory practice, ensuring that MarshBerry services are delivered effectively, efficiently, and consistently. In addition to the fulfilment of projects, the Vice President will collaborate with project leads to review project work and drive continual improvement and enhancement of MarshBerry transaction advisory processes, resources, and deliverables. MarshBerry is considered the leading buy- and sell-side adviser in the insurance brokerage industry. This role will be pivotal in expanding MarshBerry's buy-side advisory practice, which has significant growth opportunities.
Responsibilities:
  • Serve as client-facing lead on transaction advisory projects and maintain the client relationship to ensure successful project execution.
  • Serve as subject matter expert for MarshBerry transaction advisory services, providing training, guidance, and technical support.
  • Drive successful projects by developing and maintaining relationships with clients.
  • Monitor the status of active transaction advisory projects, tracking projects from initiation to completion and ensuring that project timelines and commitments are met to client satisfaction.
  • Develop a quality of earnings analysis by assessing the quality and sustainability of the target company's reported earnings and achievability of the forecast (adjusted earnings)
  • Analyze target company data for working capital considerations and potential liabilities and risks which impact valuation.
  • Effectively lead the engagement team in conversations with clients and lenders and act as the interface with senior executives of clients and target companies.
  • Identify key risks and assess the strengths and weaknesses of the business and aid in the evaluation of the potential transaction in the context of the client's investment strategy. The analysis could also comprise the comparison of specific financial or performance metrics to industry benchmarks.
  • Responsible for the quality of client deliverables, which include all aspects of financial due diligence, such as quality of earnings, working capital, production analysis and revenue testing.
  • Collaborate with project leads to identify and understand factors impacting project status and develop strategies to effectively resolve issues.
  • Identify and make improvements to processes, deliverables, and quality control measures to ensure accuracy, consistency, client satisfaction, and mitigation of risk; Stay abreast of industry trends and changes, incorporating best practices.
  • Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
  • Other special projects, tasks or duties as assigned.

Selection Criteria
Education & Experience:
  • Bachelor's degree in Finance or Accounting, Master's degree or CPA is a plus
  • 7+ years of experience in transaction advisory, financial due diligence, or audit.
  • Insurance industry experience is a plus but not required

Other:
  • Self-motivated and has professional presence
  • Proven experience in leading project teams
  • Experience developing and delivering effective presentations to small and large audiences. Strong written communication skills are also required.
  • Demonstrated business acumen; ability to grasp new business concepts and issues
  • Proficient with technology; Microsoft Word, Excel and Power Point
  • Analytical, with proactive and creative problem-solving skills: Capability to identify and resolve issues in a timely manner
  • Strong written communication skills and ability to effectively run a meeting
  • Organized with strong attention to detail while being able to manage multiple engagements at the same time
  • Willingness to travel (up to 25% of the time)
  • Ability to work flexible and/or extended hours as needed

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 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.
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.

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