Advisory Senior Manager (Business Valuation)

Sorren; Bend (OR); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Generous PTO

Medical/Dental/Vision Insurance

401(k) Retirement Plan

Paid holidays

Parental leave

Mentorship & career development

CPA exam support

Team events & activities

Firm-wide bonuses & recognition

Job summary

Sorren seeks a seasoned Leader in Business Valuation and Advisory to guide complex engagements for C-suite clients. You will drive high-impact analyses, mentor teams, and represent Sorren at client meetings and industry events.

The role requires 10+ years in valuation, CPA/ASA with CVA/ABV/CBA credentials, and a strong track record in strategic advisory across diverse industries.

Qualifications

• 10+ years in business valuation or related field.
• CPA and/or ASA with one of CVA, ABV, CBA credentials.
• Bachelor’s degree in accounting or related field.
• Deep expertise in valuation methodologies across diverse industries.
• Proven experience advising senior executives and managing high-value client relationships.
• Excellent communication and executive presence.

Responsibilities

• Lead and manage complex business valuation and strategic advisory engagements with high client satisfaction.
• Act as strategic partner to C-suite on M&A, capital planning, succession, and other initiatives.
• Oversee advanced financial models and valuation analyses with data-driven insights.
• Facilitate strategy sessions and help clients implement actionable long-term plans.
• Identify opportunities to expand client relationships and services.
• Collaborate with firm leadership on growth strategies and service line innovation.
• Mentor junior team members and deepen valuation expertise.
• Represent the firm in client meetings and industry events to boost thought leadership.
• Possibly manage multiple large engagements and cross-functional teams.
• Meet billable targets and maintain high productivity.

Skills

10+ years experience in valuation

Executive advisory experience

Strong communication/presentation

Cross-functional leadership

Entrepreneurial mindset

Education

Bachelor’s degree in accounting or related field

CPA and/or ASA;CV A/ABV/CBA credentials

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 leading and managing complex business valuation and strategic advisory engagements, providing clear, data-driven insights and facilitating high-level strategy development with C-suite clients. This position oversees advanced financial analyses, drives business development, mentors team members, and represents the firm in client meetings and industry events to support growth and thought leadership.

Your Impact (Essential Duties)

• Lead and manage complex business valuation and strategic advisory engagements, ensuring successful execution and high client satisfaction
• Serve as a strategic partner to C-suite executives, advising on mergers and acquisitions, capital planning, succession, and other high-impact business initiatives
• Oversee the preparation and review of advanced financial models and valuation analyses, delivering clear, data-driven insights and recommendations
• Facilitate high-level strategy development sessions, helping clients design and implement actionable plans to achieve their long-term business objectives
• Identify opportunities to expand existing client relationships, proactively offering additional services that align with evolving client needs
• Collaborate with firm leadership on growth strategies, business development initiatives, and service line innovation
• Provide mentorship and coaching to junior and mid-level team members, supporting professional development and deepening technical expertise in valuation and advisory
• Represent the firm in client meetings, industry events, and networking opportunities to enhance visibility and thought leadership
• 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 - 10+ years of experience in business valuation or related work
• Required - CPA and/or ASA, along with one or more of the following credentials: CVA, ABV, CBA
• Required - Bachelor’s degree in accounting or a related field
• Deep expertise in valuation methodologies and their application in diverse industries
• Proven experience advising senior executives and managing high-value client relationships
• Exceptional communication and presentation skills, with a strong executive presence
• Strong passion for continual learning and desire to master complex subject-matter
• Ability to manage multiple large-scale engagements and lead cross-functional teams
• Strong business acumen and a demonstrated ability to think strategically and entrepreneurially
• Experience with buy- and sell-side advisory, financial due diligence, or enterprise growth strategy
• Demonstrated track record of driving business development and expanding client accounts
• 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.