Advisory Senior Associate (Business Valuation)

Sorren, Inc.; Saint Petersburg (FL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental & vision coverage

401(k) retirement plan

Paid holidays including winter break

Parental leave

Mentorship & career development

CPA exam support

Firm-sponsored events

Job summary

Sorren, Inc. in Saint Petersburg, FL is seeking a seasoned business valuation professional to develop advisory reports for diverse clients. You will engage with clients, explain findings, and deliver data-driven recommendations while managing smaller engagements.

The role requires 3–5 years in valuation/advisory, CPA or eligible status, and a degree in accounting. Flexibility to work beyond hours is expected in a fast-paced environment.

Qualifications

• Bachelor’s degree in accounting or related field required.
• CPA, CVA, ABV, CBA license or eligible.
• Strong understanding of valuation methodologies and business metrics.
• Experience in client-facing roles within a valuation or advisory setting.
• Proficiency in MS Excel, Word, PowerPoint and financial modeling tools.
• Full-time commitment and flexibility to work beyond regular hours.

Responsibilities

• 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 and provide actionable recommendations.
• Take ownership of smaller consulting engagements, managing timelines and deliverables.
• Contribute strategic insights based on financial data to improve client growth and profitability.
• Prepare advanced business reports and presentation materials with clarity and accuracy.
• Collaborate with cross-functional team members to deliver holistic advisory solutions and maintain strong client relationships.
• Mentor junior team members by reviewing work and providing feedback.
• Meet annual billable hour and other targets to fulfill individual and team performance.

Skills

Financial analysis

Client communication

Financial modeling

Project ownership

Mentoring juniors

Time management

Education

Bachelor’s degree in accounting or related field

CPA licensed or eligible

CVA/ABV/CBA certification

Tools

Microsoft Excel

PowerPoint

Word

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.

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.

Our 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:

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.