Senior Manager, Transaction Advisory: Diligence & Growth

Sorren; Madison (WI); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Paid time off

Medical, dental, vision coverage

401(k) retirement plan

Winter break

Job summary

Sorren, a leading national advisory firm, is seeking a Transaction Advisory professional in Madison, WI to lead due diligence engagements, perform detailed financial analyses, and drive quality of earnings projects. You will manage planning, staffing, and client communications across multiple engagements while mentoring junior staff.

The role requires 5–8 years in TAS, CPA preferred, strong GAAP and Excel skills, and ability to travel.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or a related field required.
• CPA preferred; CFA or MBA viewed favorably.
• 5-8 years of relevant experience in transaction advisory services, financial due diligence, Quality of Earnings, public accounting advisory, investment banking, valuation, or related M&A services.
• 1-3 years of supervisory experience managing engagement teams and reviewing work products.
• Strong knowledge of GAAP, normalized EBITDA adjustments, working capital analysis, revenue recognition, accrual accounting, and transaction‑related accounting concepts.
• Advanced Excel and financial analysis skills.
• Strong analytical, problem‑solving, and project management abilities.
• Excellent written and verbal communication skills.
• Experience managing multiple projects and deadlines in a fast‑paced environment.
• Experience serving middle‑market companies, private equity firms, lenders, or strategic buyers preferred.
• Ability to travel occasionally based on client and transaction requirements.

Responsibilities

• Manage day‑to‑day execution of financial due diligence and Quality of Earnings engagements, including project planning, staffing coordination, timeline management, budget tracking, and client communication.
• Coordinate and manage multiple concurrent engagements while balancing priorities and deadlines.
• Review team analyses, workpapers, and deliverables for accuracy, completeness, and consistency.
• Identify key diligence issues, financial risks, and transaction considerations and communicate findings to engagement leadership and clients.
• Drive projects to timely completion while maintaining exceptional client service and engagement quality.
• Perform and oversee detailed financial analyses for acquisitions, divestitures, recapitalizations, mergers, and other strategic transactions.
• Analyze financial statements, general ledger data, revenue trends, operating expenses, payroll information, customer and vendor data, and other transaction‑related information.
• Assess profitability, earnings sustainability, quality of revenue, cash flow, working capital, and potential transaction risks.
• Support buy‑side, sell‑side, lender, and other transaction advisory engagements through rigorous financial analysis and diligence procedures.
• Prepare and review Quality of Earnings analyses and reports.
• Identify and quantify normalized EBITDA adjustments, non‑recurring expenses, owner‑related adjustments, debt‑like items, and other matters affecting enterprise value.
• Analyze working capital trends, customer concentrations, vendor concentrations, seasonality, and key operating metrics.
• Develop clear schedules and narratives that communicate transaction findings and their impact on valuation and deal negotiations.
• Ensure conclusions are appropriately supported and effectively communicated to clients.
• Develop and review transaction‑related analyses, including adjusted EBITDA schedules, net working capital analyses, revenue and margin trend analyses, forecasts, and scenario analyses.
• Utilize Excel and other analytical tools to manage and analyze large datasets efficiently.
• Assist clients and engagement leadership in evaluating transaction risks and opportunities through data‑driven insights.
• Lead discussions with clients, management teams, lenders, private equity sponsors, attorneys, and other advisors.
• Present diligence findings in a clear, professional, and actionable manner.
• Collaborate with professionals across advisory, tax, audit, valuation, and other service lines to support transaction execution.
• Support ongoing client relationships and identify opportunities to enhance client service.
• Supervise, coach, and mentor associates and senior associates.
• Review work product and provide timely feedback to support professional development.
• Promote accountability, technical excellence, and consistent engagement quality.
• Assist with recruiting, onboarding, and training initiatives.
• Support proposal development, marketing efforts, and client presentations.
• Participate in networking and business development activities.
• Identify potential follow‑on service opportunities.
• Contribute to the enhancement of TAS methodologies, tools, templates, and processes.

Skills

Financial due diligence

Quality of Earnings

GAAP knowledge

Advanced Excel

Financial modeling

Project management

Communication

Team leadership

Education

Bachelor's degree in Accounting/Finance

CPA certification

MBA/CFA preferred

Tools

ERP systems

Data analytics tools

Visualization software

Job description

Sorren, a leading national advisory firm, is seeking a Transaction Advisory professional in Madison, WI to lead due diligence engagements, perform detailed financial analyses, and drive quality of earnings projects. You will manage planning, staffing, and client communications across multiple engagements while mentoring junior staff.

The role requires 5–8 years in TAS, CPA preferred, strong GAAP and Excel skills, and ability to travel.