Advisory Senior Manager (Business Valuation)
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., implying those are examples, but we should use those headings when appropriate. Probably we should stick to those headings. However we have content about firm overview; maybe we can put under "About the role"? Not exactly. Could treat as "About the firm" but not in list; maybe we should not create a heading for it and just put as
before sections. The instruction: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but suggests using those. Safer to use those headings where applicable.
We have:
- Position Summary: could be "About the role". We'll put that.
- Your Impact (Essential Duties): that's responsibilities. So Responsibilities
with list.
- Your Background Required: that's qualifications/requirements. Could be "Requirements" or "Qualifications". We'll use "Requirements". List of required items.
- Why Choose Us? / What We Offer*: that's benefits. So Benefits
with list.
- No explicit Pay or Schedule sections; we should not create them.
- Also there is "Your Journey" paragraph about team members expectations; could be part of responsibilities or maybe "About the role". Might incorporate into responsibilities or a separate section like "Expectations". But not in allowed headings; maybe we can incorporate into responsibilities or omit as boilerplate? It's substantive: describes expected behaviors. Could be part of responsibilities. We'll include as part of responsibilities list? It's prose; we can put as
under responsibilities before list. - Also there is "Meet annual billable hour and other targets..." that's duty. - Also "Full-time commitment and flexibility to work beyond regular hours to meet team deadlines" is requirement. We need to preserve all substantive information; not invent or summarize away detail. So we need to include all points. Let's extract: Firm overview paragraph: "Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand. We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success." We can put that as a
before sections, maybe under an "About the firm" but not required. We'll just put as a
at top. Then "Your Journey Our 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 their 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, contributing to the firm’s success through collaboration, exceptional service, and continuous growth." That's also about expectations; we can incorporate into responsibilities or a separate section like "Expectations". Since not in list, maybe we can add as a
under responsibilities heading. Then "Position Summary Responsible for leading and managing complex business valuation and strategic advisory engagements, providing clear, data-driven insights and facilitating high-level strategy development with C-suite clients. This position oversees advanced financial analyses, drives business development, mentors team members, and represents the firm in client meetings and industry events to support growth and thought leadership." That's about the role; we can put as
under About the role heading. Then "Your Impact (Essential Duties)" list: - Lead and manage complex business valuation and strategic advisory engagements, ensuring successful execution and high client satisfaction - Serve as a strategic partner to C-suite executives, advising on mergers and acquisitions, capital planning, succession, and other high-impact business initiatives - Oversee the preparation and review of advanced financial models and valuation analyses, delivering clear, data-driven insights and recommendations - Facilitate high-level strategy development sessions, helping clients design and implement actionable plans to achieve their long-term business objectives - Identify opportunities to expand existing client relationships, proactively offering additional services that align with evolving client needs - Collaborate with firm leadership on growth strategies, business development initiatives, and service line innovation - Provide mentorship and coaching to junior and mid-level team members, supporting professional development and deepening technical expertise in valuation and advisory - Represent the firm in client meetings, industry events, and networking opportunities to enhance visibility and thought leadership - 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 We'll output as
- each.
Then "Your Background Required - ..." list:
- 10+ years of experience in business valuation or related work
- CPA and/or ASA, along with one or more of the following credentials: CVA, ABV, CBA
- Bachelor’s degree in accounting or a related field
- Deep expertise in valuation methodologies and their application in diverse industries
- Proven experience advising senior executives and managing high-value client relationships
- Exceptional communication and presentation skills, with a strong executive presence
- Strong passion for continual learning and desire to master complex subject-matter
- Ability to manage multiple large-scale engagements and lead cross-functional teams
- Strong business acumen and a demonstrated ability to think strategically and entrepreneurially
- Experience with buy- and sell-side advisory, financial due diligence, or enterprise growth strategy
- Demonstrated track record of driving business development and expanding client accounts
- Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
We'll output as
- under Requirements heading.
Then "Why Choose Us? At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that."
That's intro to benefits; we can put as
under Benefits heading. Then "What We Offer*:" list: - 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. We'll output as
- under Benefits.
We should not include the copyright line or legal boilerplate. The final paragraph about © 2025 etc is boilerplate; remove.
Also remove any duplicated lines.
Now produce HTML fragment:
Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand. We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.
Your Journey Our 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 their 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, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.
About the role
Responsible for leading and managing complex business valuation and strategic advisory engagements, providing clear, data-driven insights and facilitating high-level strategy development with C-suite clients. This position oversees advanced financial analyses, drives business development, mentors team members, and represents the firm in client meetings and industry events to support growth and thought leadership.
Responsibilities
- Lead and manage complex business valuation and strategic advisory engagements, ensuring successful execution and high client satisfaction
- Serve as a strategic partner to C-suite executives, advising on mergers and acquisitions, capital planning, succession, and other high-impact business initiatives
- Oversee the preparation and review of advanced financial models and valuation analyses, delivering clear, data-driven insights and recommendations
- Facilitate high-level strategy development sessions, helping clients design and implement actionable plans to achieve their long-term business objectives
- Identify opportunities to expand existing client relationships, proactively offering additional services that align with evolving client needs
- Collaborate with firm leadership on growth strategies, business development initiatives, and service line innovation
- Provide mentorship and coaching to junior and mid-level team members, supporting professional development and deepening technical expertise in valuation and advisory
- Represent the firm in client meetings, industry events, and networking opportunities to enhance visibility and thought leadership
- 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
- 10+ years of experience in business valuation or related work
- CPA and/or ASA, along with one or more of the following credentials: CVA, ABV, CBA
- Bachelor’s degree in accounting or a related field
- Deep expertise in valuation methodologies and their application in diverse industries
- Proven experience advising senior executives and managing high-value client relationships
- Exceptional communication and presentation skills, with a strong executive presence
- Strong passion for continual learning and desire to master complex subject-matter
- Ability to manage multiple large-scale engagements and lead cross-functional teams
- Strong business acumen and a demonstrated ability to think strateg
- under Benefits.
We should not include the copyright line or legal boilerplate. The final paragraph about © 2025 etc is boilerplate; remove.
Also remove any duplicated lines.
Now produce HTML fragment:
- under Requirements heading.
Then "Why Choose Us? At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that."
That's intro to benefits; we can put as