Senior Advisory Associate – Valuation & Client Growth

Sorren; Bend (OR); Vor Ort; USD 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Generous paid time off

Medical, dental, and vision coverage

401(k) retirement savings plan

Paid holidays

Parental leave

Mentorship and career development

CPA exam support

Firm-sponsored events

Zusammenfassung

Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We provide accounting, assurance, tax, advisory, and private client services from Bend, Oregon.

This role focuses on detailed financial analyses, business valuation, and leading smaller consulting engagements to deliver timely, actionable insights for clients. You will mentor junior staff, collaborate with clients and team members, and contribute to growth objectives in a fast-paced, client‑facing

Qualifikationen

• 3–5 years of experience in business valuation or related work.
• CPA, CVA, ABV, or CBA license or eligibility.
• Bachelor’s degree in accounting or a related field.
• Excellent written and verbal communication with ability to translate data into insights.

Aufgaben

• Perform detailed financial analyses and support the development of business valuation reports.
• Actively engage with clients and team members to explain findings and provide data-driven recommendations.
• Take ownership of smaller consulting engagements, managing timelines and deliverables.
• Contribute strategic insights to improve client growth, profitability, and efficiency.
• Prepare advanced business reports and presentation materials with clarity and value.
• Collaborate with cross-functional teams to deliver holistic advisory solutions and strong client relationships.
• Mentor junior team members by reviewing work and sharing knowledge.
• Meet annual billable hour targets and other team performance goals.

Kenntnisse

3–5 years experience

Client-facing

Strong communication

Financial analysis

Ausbildung

Bachelor’s degree in accounting

CPA/CVA/ABV/CBA license or eligible

Tools

Microsoft Excel

Word

PowerPoint

Financial modeling tools

Jobbeschreibung

Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We provide accounting, assurance, tax, advisory, and private client services from Bend, Oregon.

This role focuses on detailed financial analyses, business valuation, and leading smaller consulting engagements to deliver timely, actionable insights for clients. You will mentor junior staff, collaborate with clients and team members, and contribute to growth objectives in a fast-paced, client‑facing