- Location
- Madison, WI, United States of America · St. Petersburg, FL · Bend, OR · Medford, OR
- Workplace
- Hybrid
- Type
- Full-time
- Department
- Management
- Seniority
- Manager
- Education
- Master
- Source
- Workday
Description
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:
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, workpapers, 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 client relationships and identify opportunities to enhance client service.
Team Development
• Supervise, coach, and mentor associates and senior associates.
• Review work product and provide timely feedback to support professional development.
• Promote accountability, technical excellence, and consistent engagement quality.
• Assist with recruiting, onboarding, and training initiatives.
Business Development & Practice Growth
• Support proposal development, marketing efforts, and client presentations.
• Participate in networking and business development activities.
• Identify potential follow-on service opportunities.
• Contribute to the enhancement of TAS methodologies, tools, templates, and processes.
Qualifications
• Bachelor's degree in Accounting, Finance, Business, or a related field required.
• CPA preferred; CFA or MBA viewed favorably.
• 5-8 years of relevant experience in transaction advisory services, financial due diligence, Quality of Earnings, public accounting advisory, investment banking, valuation, or related M&A services.
• 1-3 years of supervisory experience managing engagement teams and reviewing work products.
• Strong knowledge of GAAP, normalized EBITDA adjustments, working capital analysis, revenue recognition, accrual accounting, and transaction-related accounting concepts.
• Advanced Excel and financial analysis skills.
• Strong analytical, problem-solving, and project management abilities.
• Excellent written and verbal communication skills.
• Experience managing multiple projects and deadlines in a fast-paced environment.
• Experience serving middle-market companies, private equity firms, lenders, or strategic buyers preferred.
• Ability to travel occasionally based on client and transaction requirements.
Preferred Skills
• Experience in public accounting advisory, transaction advisory, consulting, corporate development, investment banking, or other M&A-related environments.
• Experience performing buy-side and sell-side Quality of Earnings engagements.
• Familiarity with purchase agreements, working capital mechanisms, debt-like items, and transaction structuring concepts.
• Experience with large datasets, ERP systems, data analytics tools, and visualization software.
• Familiarity with AI-enabled productivity and transaction advisory tools.
• Demonstrated ability to build client relationships and contribute to business development initiatives.
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.
