Manager, Transaction Advisory Services

Sorren Firm Opportunity

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.

Key Responsibilities

Engagement Management & Project Execution

Manage day-to-day execution of financial due diligence and Quality of Earnings engagements, including project planning, staffing coordination, timeline management, budget tracking, and client communication.

Coordinate and manage multiple concurrent engagements while balancing priorities and deadlines.

Review team analyses, work papers, and deliverables for accuracy, completeness, and consistency.

Identify key diligence issues, financial risks, and transaction considerations and communicate findings to engagement leadership and clients.

Drive projects to timely completion while maintaining exceptional client service and engagement quality.

Financial Due Diligence

Perform and oversee detailed financial analyses for acquisitions, divestitures, recapitalizations, mergers, and other strategic transactions.

Analyze financial statements, general ledger data, revenue trends, operating expenses, payroll information, customer and vendor data, and other transaction-related information.

Assess profitability, earnings sustainability, quality of revenue, cash flow, working capital, and potential transaction risks.

Support buy-side, sell-side, lender, and other transaction advisory engagements through rigorous financial analysis and diligence procedures.

Quality of Earnings Analysis and Reporting

Prepare and review Quality of Earnings analyses and reports.

Identify and quantify normalized EBITDA adjustments, non-recurring expenses, owner-related adjustments, debt-like items, and other matters affecting enterprise value.

Analyze working capital trends, customer concentrations, vendor concentrations, seasonality, and key operating metrics.

Develop clear schedules and narratives that communicate transaction findings and their impact on valuation and deal negotiations.

Ensure conclusions are appropriately supported and effectively communicated to clients.

Financial Analysis & Modeling

Develop and review transaction-related analyses, including adjusted EBITDA schedules, net working capital analyses, revenue and margin trend analyses, forecasts, and scenario analyses.

Utilize Excel and other analytical tools to manage and analyze large datasets efficiently.

Assist clients and engagement leadership in evaluating transaction risks and opportunities through data-driven insights.

Client Relationship Management

Lead discussions with clients, management teams, lenders, private equity sponsors, attorneys, and other advisors.

Present diligence findings in a clear, professional, and actionable manner.

Collaborate with professionals across advisory, tax, audit, valuation, and other service lines to support transaction execution.

Support ongoing…