Senior Manager, Strategic Valuation & Advisory

Sorren; Saint Petersburg (FL); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and视ion

401(k) retirement savings plan

Paid holidays including winter break

Paid parental leave

Mentorship and career development

CPA exam support

Firm-sponsored events

Milestone celebrations

Job summary

Sorren is seeking a senior-valuations leader to manage complex engagements and advise C-suite clients on mergers, capital planning, and strategic growth. You will mentor teams, develop business, and present data-driven insights to executives across diverse industries.

Required: CPA or ASA, 10+ years in valuation, and a track record of client relationship management. This full-time role offers growth, mentorship, and a balanced work environment in Florida.

Qualifications

• 10+ years of experience in business valuation or related work.
• CPA and/or ASA with CVA/ABV/CBA credentials.
• Bachelor’s degree in accounting or related field.
• Deep expertise in valuation methodologies across industries.
• Proven experience advising senior executives and managing high-value client relationships.
• Strong communication and executive-presentations skills.
• Desire to learn continually and master complex topics.
• Ability to manage multiple large engagements and lead cross-functional teams.
• Strong business acumen and entrepreneurial thinking.
• Experience with buy/sell advisory, financial due diligence, or growth strategy.
• Track record of developing new client accounts.

Responsibilities

• Lead and manage complex valuation and advisory engagements with high client satisfaction.
• Advise C-suite on mergers, capital planning, succession, and strategic initiatives.
• Oversee advanced financial models and valuation analyses with data-driven insights.
• Facilitate strategy sessions and help clients implement actionable plans.
• Expand client relationships by cross-selling services.
• Collaborate with firm leadership on growth and service-line innovation.
• Mentor junior and mid-level staff to deepen valuation expertise.
• Represent the firm in client meetings and industry events.
• Meet annual billable hour and productivity targets.

Skills

Valuation

Executive presence

Business development

Leadership

Financial modeling

Client relations

Education

CPA or ASA

Bachelor's in accounting

Job description

Sorren is seeking a senior-valuations leader to manage complex engagements and advise C-suite clients on mergers, capital planning, and strategic growth. You will mentor teams, develop business, and present data-driven insights to executives across diverse industries.

Required: CPA or ASA, 10+ years in valuation, and a track record of client relationship management. This full-time role offers growth, mentorship, and a balanced work environment in Florida.