Senior Manager, Transaction Advisory & Diligence

Sorren

Saint Petersburg (FL)

Hybrid

USD 140,000 - 210,000

Full time

14 days+

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Benefits offered by this job

Generous paid time off
Medical, dental, and vision coverage
401(k) retirement plan
Firm-wide holidays including winter休
Parental leave
Mentorship and career development
CPA exam support

Job summary

Sorren, a leading national advisory firm, seeks a Senior Manager to lead financial due diligence and Quality of Earnings engagements for buy-side and sell-side clients, lenders, and transaction advisory engagements. You will manage engagement execution, supervise teams, and translate complex financial findings into clear client-ready recommendations.

The ideal candidate has substantial transaction advisory experience, strong accounting judgment, and the ability to manage multiple workstreams

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field required; CPA preferred.
  • 7+ years in financial due diligence, QOE, or TAS advisory.
  • Experience supervising engagement teams and managing project execution.
  • Strong GAAP knowledge and understanding of EBITDA adjustments.
  • Advanced Excel skills and financial modeling experience.
  • Excellent written and verbal communication for client interactions.

Responsibilities

  • Lead day-to-day financial due diligence and QOE engagements across client deals.
  • Supervise associates and managers, review workpapers and deliverables.
  • Identify engagement risks and communicate findings to directors and clients.
  • Develop clear analyses to support purchase price and closing decisions.
  • Lead client discussions and present findings to senior stakeholders.
  • Contribute to practice development and cross-team collaboration.

Skills

Financial due diligence
Quality of Earnings
Team leadership
Financial analysis
GAAP knowledge
Excel modeling
Client communication

Education

Bachelor's degree in Accounting/Finance
CPA preferred

Tools

Excel
ERP systems

Job description

Sorren, a leading national advisory firm, seeks a Senior Manager to lead financial due diligence and Quality of Earnings engagements for buy-side and sell-side clients, lenders, and transaction advisory engagements. You will manage engagement execution, supervise teams, and translate complex financial findings into clear client-ready recommendations.

The ideal candidate has substantial transaction advisory experience, strong accounting judgment, and the ability to manage multiple workstreams

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