Advisory Senior Manager (Business Valuation)

Sorren; Medford (OR); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, and vision coverage

401(k) retirement savings

Paid holidays

Parental leave

Mentorship and career development

CPA exam support

Firm-sponsored events

Celebrations

Benefits for 30+ hours per week

Job summary

Sorren is seeking a seasoned lead for complex business valuation and strategic advisory engagements, serving C-suite clients with data-driven insights to shape high-impact decisions. You will drive advanced financial analyses, guide deal strategy, and mentor a team across engagements.

You will play a key role in business development, expanding client relationships and representing the firm at industry events, while upholding rigor, collaboration, and commitment to exceptional client service.

Qualifications

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

Responsibilities

• Lead and manage complex valuation and advisory engagements, ensuring high client satisfaction.
• Advise C-suite executives on mergers and acquisitions, capital planning, succession, and other high-impact initiatives.
• Oversee preparation and review of advanced financial models and valuation analyses with clear, data-driven insights.
• Facilitate strategy development sessions to help clients execute long-term plans.
• Identify opportunities to expand existing client relationships with additional services.
• Collaborate with firm leadership on growth strategies and service line innovation.
• Mentor junior and mid-level team members to deepen valuation expertise.
• Represent the firm in client meetings, industry events, and networking opportunities.
• Perform other duties and demonstrate flexibility to meet leadership needs.
• Meet annual billable hour and performance targets.

Skills

Executive communication

Strategic thinking

Leadership

Business development

Education

Bachelor's degree in accounting

CPA or ASA with CVA/ABV/CBA

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 relationshipsExceptional 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.