Senior Manager, Transaction Advisory Services

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. No job title heading. No Job ID etc. Remove boilerplate: cookie/navigation/legal/EEO etc. The posting includes "Our Firm Sorren is a top 50 national advisory firm..." That's about the firm; could be "About the role"? Actually "About the role" is typical heading for description of role. The text includes "Our Firm Sorren..." which is about the firm, not role. But we can treat as "About the role" maybe? However we need to preserve substantive info. The posting includes "Position Summary" which is description of role. Could map to "About the role". Also "Key Responsibilities" -> Responsibilities. "Qualifications" -> Qualifications. There's also "Preferred Skills" maybe Skills. There's "Why Choose Us?" and "What We Offer*" -> Benefits. No explicit Pay or Schedule. So we should not include Pay or Schedule sections because not stated. Also maybe "Skills" section from Preferred Skills. Also maybe "Requirements" could be same as Qualifications? But we have Qualifications already; we could also include Requirements if distinct. The posting includes "Qualifications" with bullet list of requirements. Could treat that as Requirements. But we already have Qualifications heading. The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can choose which to include. Likely include About the role (position summary), Responsibilities (key responsibilities), Requirements (maybe qualifications), Skills (preferred skills), Benefits (what we offer). No Pay or Schedule. We must not repeat job title as heading. No Job ID. We must use

for each section heading. Use

• for any list of duties/requirements/benefits. Use

  for prose. We need to preserve all substantive information; do not invent or summarize away detail. Must not omit any substantive info. So we need to include all details from the posting, but we can structure them. We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. At end there is copyright notice and legal disclaimer about Sorren CPAs etc. That's boilerplate; should be removed. Also "Why Choose Us?" and "What We Offer*" maybe considered benefits; we keep that. We need to ensure we don't include filler like "commensurate with experience". Not present. Let's extract sections: About the role: Could combine "Our Firm Sorren is a top 50 national advisory firm..." and "Position Summary". Actually "Our Firm Sorren..." is about firm, not role. But we could still include as part of About the role? Might be considered "About the firm". However instruction says use headings e.g. About the role. Could we also include a section "About the firm"? Not in list but we could still use

  for any heading? The instruction says use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies those are examples; we could still use other headings? Probably better to stick to those. So we need to map content to those headings. Thus: - About the role: Position Summary paragraph. - Responsibilities: Key Responsibilities (with subheadings? but we can just list all responsibilities as list items). Might need to keep subheadings? Not required; we can just list each responsibility as

  . However we need to preserve all detail; we can keep the subheadings as part of list item text. - Requirements: Could be the qualifications bullet list (Bachelor's degree etc). Could also include "Qualifications" heading. But we have both Requirements and Qualifications as possible headings. To avoid duplication, we could treat the bullet list under Requirements, and maybe Qualifications not needed. But we have both headings in examples; we could include both if content distinct. The posting has "Qualifications" heading with bullet list. There's no separate "Requirements" heading besides that. So we could use Qualifications heading for that block. Then Requirements maybe not needed. But we could also include Requirements heading with same content? That would duplicate. Better to use Qualifications heading for the bullet list, and maybe Requirements heading omitted. - Skills: Preferred Skills bullet list. - Benefits: What We Offer* bullet list (including generous PTO etc). Also maybe "Why Choose Us?" paragraph could be part of Benefits intro. We also have "Our Firm Sorren..." paragraph about firm; maybe we could include as part of About the role? Or we could create a separate section "About the firm" but not in examples. Could we include as a

  before the headings? The instruction: Output ONLY the HTML fragment. It didn't forbid extra paragraphs outside headings. So we can include a

  for the firm description before the headings. That would preserve info. Thus structure:

  Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach....

  Then

  About the role

  with

  Position Summary ...

  Then

  Responsibilities

  with

  • ... each responsibility item.

  We need to break down the responsibilities into list items. The responsibilities section includes several bold headings: Engagement Leadership & Project Management, Financial Due Diligence, Quality of Earnings Reports, Financial Modeling & Analysis, Client Communication & Stakeholder Engagement, People Leadership & Team Development, Practice Development. Under each there are sentences. We can make each bold heading as a list item containing the sentences. Or we could break further but keep as list items. We must preserve all substantive information; not omit any detail. So we need to include each sentence. Let's copy the responsibilities text exactly (but we can trim extra spaces). We'll produce list items. Responsibilities text: Engagement Leadership & Project Management Lead day-to-day execution of financial due diligence and Quality of Earnings engagements, including scope management, workplan development, staffing coordination, timeline management, budget monitoring, and client communication. Manage multiple concurrent engagements while balancing priorities, deadlines, and stakeholder expectations. Review team analyses, workpapers, and deliverables for accuracy, completeness, consistency, and alignment with engagement objectives. Identify key engagement risks, open items, and potential deal issues, and escalate matters appropriately to directors, partners, and clients. Ability to complete projects on time and drive the process to completion. Financial Due Diligence Conduct in-depth financial analysis for potential acquisitions, divestitures, mergers, recapitalizations, and other strategic transactions. Analyze financial statements, trial balances, general ledger detail, customer and vendor data, payroll information, revenue and expense trends, and other transaction-related data. Assess profitability, cash flow, working capital, revenue quality, gross margin trends, expense run rates, and potential financial risks. Support buy-side, sell-side, lender, and other transaction advisory engagements by assessing the quality and sustainability of historical earnings and identifying key deal considerations. Develop clear analyses that support transaction evaluation, negotiation, purchase price considerations, and closing processes. Quality of Earnings Reports Prepare and review Quality of Earnings reports that provide clear, well-supported insights into a company’s financial performance. Identify and quantify normalized EBITDA adjustments, non-recurring items, management adjustments, debt-like items, and other matters that may impact enterprise value or transaction negotiations. Analyze net working capital considerations, historical trends, seasonality, customer concentration, vendor concentration, and other financial factors relevant to the transaction. Develop clear schedules and narratives that explain the impact of diligence findings on enterprise value, purchase price negotiations, and post-close considerations. Ensure conclusions are supported by appropriate analyses and communicated in a clear, concise, and client-ready manner. Financial Modeling & Analysis Develop and review financial models to support transaction evaluations, including historical trend analyses, projections, forecasts, and scenario analyses. Use Excel and other analytical tools to analyze and manipulate complex datasets efficiently and accurately. Prepare adjusted EBITDA bridges, net working capital analyses, revenue and margin trend schedules, and other transaction-related analyses. Provide recommendations based on financial models and diligence findings to inform strategic decision-making. Client Communication & Stakeholder Engagement Lead discussions with clients, company management teams, private equity sponsors, lenders, attorneys, and other transaction advisors to gather information, explain diligence findings, and resolve open items. Present findings in a clear, concise, and professional manner to senior management, clients, and transaction stakeholders. Collaborate with internal teams across advisory, tax, audit, valuation, legal, and operations to support comprehensive transaction execution. Address client questions and provide ongoing support throughout the transaction process. People Leadership & Team Development Supervise, coach, and develop associates, senior associates, and managers by assigning workstreams, providing timely feedback, reviewing analyses and reports, and supporting professional growth. Promote consistent quality, accountability, and professional standards across engagement teams. Support recruiting, onboarding, training, and development initiatives within the Transaction Advisory Services practice. Practice Development Contribute to practice growth by supporting proposals, preparing pitch materials, identifying follow-on service opportunities, and maintaining strong client relationships. Collaborate with partners, directors, and other leaders on business development initiatives and market-facing opportunities. Support continuous improvement of templates, tools, processes, and methodologies used in financial due diligence and Quality of Earnings engagements. We'll make each bold heading as a list item containing the sentences (maybe as a

  inside

  ? But we can just put text; line breaks okay). Use

  and inside we can have

  for each sentence? But instruction: Use

  • for any list of duties/requirements/benefits, and

    for prose. So each list item can contain

    elements for prose. That's fine. Thus

    • Lead day-to-day execution...

      Manage multiple concurrent engagements...

      ... etc
    for each heading. But that may be many

    inside

  • . Acceptable. Now Qualifications: bullet list under Qualifications heading. Qualifications text: Bachelor’s degree in Accounting, Finance, Business, or a related field required; CPA preferred, with CFA or MBA viewed favorably. 7+ years of relevant experience, including significant financial due diligence, Quality of Earnings, transaction advisory, public accounting advisory, investment banking, or related M&A experience. 2+ years of experience supervising engagement teams, reviewing workpapers and deliverables, coaching team members, and managing project execution. Strong understanding of GAAP, normalized EBITDA adjustments, net working capital, revenue recognition, accrual accounting, and transaction-related accounting considerations. Exceptional Excel skills, including financial modeling, data manipulation, financial analysis, and large dataset management. Strong analytical and problem-solving skills with keen attention to detail and the ability to identify key financial trends, risks, and anomalies. Excellent verbal and written communication skills with the ability to present complex financial information clearly to clients, company management teams, and internal stakeholders. Ability to work in a fast-paced, deadline-driven environment and manage multiple projects with competing priorities. Broad industry exposure preferred, including experience with manufacturing, professional services, construction, business-to-business services, distribution, technology-enabled services, or other middle-market businesses. Ability to work in a hybrid environment and adapt to transaction-driven timelines, including occasional travel or extended hours during critical deal phases, as needed. We'll make each as

  • ...

  . Skills: Preferred Skills bullet list. Preferred Skills text: Experience in a public accounting, consulting, transaction advisory, investment banking, or financial advisory environment. Experience working with small to middle-market business entities, private equity sponsors, strategic buyers, lenders, and founder-owned businesses. Familiarity with transaction advisory services, Quality of Earnings, valuation, M&A, purchase agreements, working capital targets, and debt