Senior Advisory Manager: Valuation & Strategy for C-Suite

Sorren, Inc.; United States; On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Generous PTO

Medical/dental/vision coverage

Life and disability insurance

401(k) retirement savings plan

Paid holidays (winter break)

Parental leave

Mentorship and career development

Job summary

Sorren, Inc. is seeking a senior leader to direct complex business valuation and strategic advisory engagements for C-suite clients. You will mentor teams, drive growth initiatives, and represent the firm at client meetings and industry events.

The role requires deep valuation expertise, CPA/ASA and related credentials, and a track record of expanding high-value client relationships across industries. A full-time commitment with leadership responsibilities is expected.

Qualifications

• 10+ years of experience in business valuation or related work.
• CPA and/or ASA along with CVA/ABV/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.
• Exceptional communication and presentation skills with executive presence.

Responsibilities

• Lead and manage complex business valuation and strategic advisory engagements with high client satisfaction.
• Advise C-suite executives on mergers, acquisitions, capital planning, succession and growth initiatives.
• Oversee preparation and review of advanced financial models and valuation analyses with actionable insights.
• Facilitate strategy development sessions and help clients implement plans.
• Identify opportunities to expand client relationships and offer additional services.
• Collaborate with leadership on growth strategies and service line innovation.
• Mentor junior and mid-level team members and deepen technical expertise.
• Represent the firm in client meetings, industry events, and networking opportunities.
• Meet annual billable hour targets and team productivity goals.

Skills

Executive communication

Leadership

Strategic advisory

Client relationship management

Education

Bachelor’s degree in accounting

CPA

ASA

CVA

ABV

CBA

Job description

Sorren, Inc. is seeking a senior leader to direct complex business valuation and strategic advisory engagements for C-suite clients. You will mentor teams, drive growth initiatives, and represent the firm at client meetings and industry events.

The role requires deep valuation expertise, CPA/ASA and related credentials, and a track record of expanding high-value client relationships across industries. A full-time commitment with leadership responsibilities is expected.