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 projects, meet deadlines, and work both independently and collaboratively
- Familiarity with a range of industries, business models, and financial structures
- Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
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.
What We Offer*: - 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.
