Advisory Senior Associate (Business Valuation)

Sorren; Saint Petersburg (FL); 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

Parental leave

Job summary

Sorren is seeking a skilled valuation professional in Saint Petersburg, FL, to perform detailed analyses and deliver high-quality advisory reports for diverse clients.

The role requires CPA/CVA/CBA credentials or eligibility, a Bachelor’s degree in accounting, and strong Excel/PowerPoint skills. You will engage clients, mentor juniors, and help grow the firm’s advisory practice in a fast-paced environment.

Qualifications

• 3–5 years of experience in business valuation or related work.
• CPA, CVA, ABV, or CBA license or eligible.
• Bachelor’s degree in accounting or related field.
• Strong skills in Excel, Word, PowerPoint, and financial modeling.

Responsibilities

• Perform detailed financial analyses and support valuation and advisory reports.
• Explain findings to clients and team; provide actionable recommendations.
• Manage smaller consulting engagements, timelines and deliverables.
• Mentor junior staff and meet billable targets.
• Collaborate cross-functionally to deliver holistic advisory solutions.

Skills

Financial analysis

Client engagement

Financial modeling

Industry knowledge

Communication skills

Education

Bachelor’s degree in accounting

Tools

Excel

Word

PowerPoint

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. 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.

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.

Sorren, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Third-Party Resume Submission Policy: Any unsolicited resumes submitted through our website or to Sorren, Inc. employee e-mail accounts are considered property of Sorren, Inc. and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Sorren, Inc., there must be a formal written agreement in place and the agency must be invited, by Sorren, Inc.’s Talent Attraction team, to submit candidates for review via our applicant tracking system.

© 2025 “Sorren” is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services.