Senior Manager, Transaction Advisory Services

Senior Manager

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:

We are seeking a Senior Manager to lead financial due diligence and Quality of Earnings engagements for buy-side, sell-side, lender, and other transaction advisory clients. This role is responsible for managing engagement execution, supervising team members, identifying and communicating key transaction issues, and delivering actionable insights that help clients evaluate deal quality, risks, normalized earnings, and working capital considerations.

The ideal candidate brings strong transaction advisory experience, sound accounting judgment, advanced financial analysis capabilities, and the ability to translate complex financial findings into clear, client-ready recommendations. This individual should be comfortable managing multiple work streams, reviewing detailed analyses, coaching team members, and communicating directly with clients, lenders, private equity sponsors, company management teams, and internal stakeholders.

Key Responsibilities

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, work papers, 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,…