Advisory Senior Associate; Business Valuation

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.

Position Summary:

Responsible for performing detailed financial analyses, preparing advanced business valuation reports, and managing smaller consulting engagements to deliver timely, accurate, and actionable insights for clients. This position requires collaborating with team members and clients, contributing strategic recommendations, and mentoring junior staff to support high-quality advisory services and client growth objectives.

Your Impact (Essential Duties):

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

Your Background:

Required - 3–5 years of experience in business valuation or related work Required - CPA, CVA, ABV, CBA license or eligible

Required - 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…