Advisory Senior Associate (Business Valuation)

Sorren; Bend (OR); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, and vision coverage

401(k) retirement savings plan

Paid holidays

Parental leave

Mentorship and career development

CPA exam support

Firm-sponsored events

Job summary

Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We provide accounting, assurance, tax, advisory, and private client services from Bend, Oregon.

This role focuses on detailed financial analyses, business valuation, and leading smaller consulting engagements to deliver timely, actionable insights for clients. You will mentor junior staff, collaborate with clients and team members, and contribute to growth objectives in a fast-paced, client‑facing

Qualifications

• 3–5 years of experience in business valuation or related work.
• CPA, CVA, ABV, or CBA license or eligibility.
• Bachelor’s degree in accounting or a related field.
• Excellent written and verbal communication with ability to translate data into insights.

Responsibilities

• Perform detailed financial analyses and support the development of business valuation reports.
• Actively engage with clients and team members to explain findings and provide data-driven recommendations.
• Take ownership of smaller consulting engagements, managing timelines and deliverables.
• Contribute strategic insights to improve client growth, profitability, and efficiency.
• Prepare advanced business reports and presentation materials with clarity and value.
• Collaborate with cross-functional teams to deliver holistic advisory solutions and strong client relationships.
• Mentor junior team members by reviewing work and sharing knowledge.
• Meet annual billable hour targets and other team performance goals.

Skills

3–5 years experience

Client-facing

Strong communication

Financial analysis

Education

Bachelor’s degree in accounting

CPA/CVA/ABV/CBA license or eligible

Tools

Microsoft Excel

Word

PowerPoint

Financial modeling tools

Job 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.

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 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.

2025 “Sorren” is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.