Advisory Senior Associate (Business Valuation)

Sorren; Medford (OR); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, and vision coverage

401(k) retirement savings plan

Parental leave

Job summary

Sorren seeks a valuation professional to perform detailed financial analyses, prepare advanced business valuation reports, and manage smaller client engagements for timely, actionable insights.

You will collaborate with partners and clients, offer data-driven recommendations, and mentor junior staff while contributing to firm growth. Requires CPA/ABV/CVA/CBA or eligible and 3–5 years in valuation, strong Excel and financial modeling skills; on-site in Medford, OR.

Qualifications

• Bachelor’s degree in accounting or related field.
• CPA/ABV/CVA/CBA licensed or eligible.
• 3–5 years in business valuation or related work.
• Strong valuation methodologies and metrics knowledge.
• Excellent written and verbal communication; client-facing.

Responsibilities

• Perform detailed financial analyses and develop valuation reports.
• Engage with clients and team to explain findings and offer recommendations.
• Own smaller consulting engagements, timelines, and deliverables.
• Mentor junior staff and support firm growth objectives.
• Meet annual billable hour targets and maintain quality service.

Skills

Financial analysis

Valuation methods

Client-facing

Excel proficiency

Financial modeling

Education

Bachelor’s degree in accounting

CPA/ABV/CVA/CBA license or eligible

Tools

Excel

PowerPoint

Financial modeling tools

Job description

Our FirmSorren 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 JourneyOur 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 clientsActively engage with clients/team members to explain financial findings, offer data-driven insights, and provide actionable recommendations for improvementTake ownership of smaller consulting engagements, managing project timelines, deliverables, and communication with stakeholdersContribute strategic insights based on financial and operational data to help improve client growth, profitability, and efficiencyPrepare advanced business reports and presentation materials, ensuring clarity, accuracy, and strategic valueCollaborate with cross-functional team members to deliver holistic advisory solutions and maintain strong client relationshipsMentor junior team members by reviewing work, providing feedback, and sharing knowledgePerform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadershipMeet annual billable hour and other targets to fulfill individual and team performance and overall firm productivityYour Background:Required - 3–5 years of experience in business valuation or related workRequired - CPA, CVA, ABV, CBA license or eligibleRequired - Bachelor’s degree in accounting or a related fieldUnderstanding of complex accounting principles, including debits/credits, journal entries, and financial statementsStrong understanding of valuation methodologies and business metricsExcellent written and verbal communication skills with the ability to translate complex data into clear business insightsProficiency in Microsoft Excel, Word, PowerPoint, and financial modeling toolsEagerness to learn and grow in a collaborative, fast-paced environmentExperience in client-facing roles within a valuation or advisory settingProven ability to manage multiple projects, meet deadlines, and work both independently and collaborativelyFamiliarity with a range of industries, business models, and financial structuresFull-time commitment and flexibility to work beyond regular hours to meet team deadlinesWhy 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 offComprehensive medical, dental, and vision coverage, plus life and disability insurance401(k) retirement savings planPaid holidays, including a firmwide winter break (December 24 – January 1)Paid parental leave (available after one year of service)Mentorship and career development programsCPA exam support to help you succeed on the path to licensureFirm-sponsored events and spontaneous team activitiesCelebrations 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.