Senior Manager, TAS: M&A Due Diligence & QoE Lead

Sorren, Inc.

Medford (OR)

On-site

USD 140,000 - 210,000

Full time

6 days ago
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Benefits offered by this job

Generous paid time off
Medical, dental, and vision coverage
401(k) retirement savings plan
Parental leave
Mentorship and career development
CPA exam support
Firm-sponsored events

Job summary

Sorren, Inc. is seeking a Senior Manager to lead financial due diligence and Quality of Earnings engagements for buy-side and sell-side clients, lenders, and other advisory work.

You will oversee engagement execution, mentor teams, and deliver client-ready insights on earnings quality, working capital, and deal risks. The role requires significant TAS experience, strong accounting judgment, and the ability to communicate complex findings clearly to senior management and private equity sponsors.

Qualifications

  • Bachelor’s degree in Accounting, Finance, or related field; CPA preferred.
  • 7+ years of transaction advisory, Quality of Earnings, TAS, or related M&A experience.
  • Experience supervising engagement teams and managing project execution.

Responsibilities

  • Lead day-to-day execution of financial due diligence and QOE engagements, including scope, staffing, and budgeting.
  • Manage multiple engagements, review analyses, and communicate findings to directors, partners, and clients.
  • Prepare QoE reports with normalized EBITDA adjustments and working capital considerations.
  • Develop financial models and scenario analyses to support transaction evaluations.
  • Lead client discussions and coordinate with management teams, lenders, and PE sponsors.
  • Supervise and mentor associates and peers, supporting professional growth.
  • Contribute to proposals and practice development initiatives within TAS.

Skills

Excel modeling
Financial analysis
GAAP knowledge
Client communication
Team supervision
M&A experience

Education

Bachelor’s degree in Accounting, Finance, or related field
CPA preferred
CFA or MBA viewed favorably

Tools

ERP systems
Financial analysis platforms
Data visualization tools

Job description

Sorren, Inc. is seeking a Senior Manager to lead financial due diligence and Quality of Earnings engagements for buy-side and sell-side clients, lenders, and other advisory work.

You will oversee engagement execution, mentor teams, and deliver client-ready insights on earnings quality, working capital, and deal risks. The role requires significant TAS experience, strong accounting judgment, and the ability to communicate complex findings clearly to senior management and private equity sponsors.

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