Advisory Senior Associate (Business Valuation)

About the Firm

Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. Our culture fosters collaboration, innovation, and professional growth, ensuring every team member has the support and opportunities to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.

Your Journey

Team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth.

Responsibilities

• Perform detailed financial analyses and support the development of business valuation and advisory reports for a wide range of clients
• Actively engage with clients/team members to explain financial findings, offer data-driven insights, and provide actionable recommendations for improvement
• Take ownership of smaller consulting engagements, managing project timelines, deliverables, and communication with stakeholders
• Contribute strategic insights based on financial and operational data to help improve client growth, profitability, and efficiency
• Prepare advanced business reports and presentation materials, ensuring clarity, accuracy, and strategic value
• Collaborate with cross-functional team members to deliver holistic advisory solutions and maintain strong client relationships
• Mentor junior team members by reviewing work, providing feedback, and sharing knowledge
• Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership
• Meet annual billable hour and other targets to fulfill individual and team performance and overall firm productivity

Requirements

• 3–5 years of experience in business valuation or related work
• CPA, CVA, ABV, CBA license or eligible
• Bachelor’s degree in accounting or a related field
• Understanding of complex accounting principles, including debits/credits, journal entries, and financial statements
• Strong understanding of valuation methodologies and business metrics
• Excellent written and verbal communication skills with the ability to translate complex data into clear business insights
• Proficiency in Microsoft Excel, Word, PowerPoint, and financial modeling tools
• Eagerness to learn and grow in a collaborative, fast-paced environment
• Experience in client-facing roles within a valuation or advisory setting
• Proven ability to manage multiple projects, meet deadlines, and work both independently and collaboratively
• Familiarity with a range of industries, business models, and financial structures
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

Benefits

• Generous paid time off
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 – January 1)
• Paid parental leave (available after one year of service)
• Mentorship and career development programs
• CPA exam support to help you succeed on the path to licensure
• Firm-sponsored events and spontaneous team activities
• Celebrations to mark milestones like the end of busy season and the holidays

Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.