Senior Transaction Advisory Manager (Due Diligence)

Sorren; Saint Petersburg (FL); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and 
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401(k) retirement savings plan

Paid holidays

Parental leave

Mentorship and career development

CPA exam support

Firm-sponsored events

End of busy season celebrations

Benefits for full-time employees

Job summary

Sorren is seeking a seasoned Transaction Advisory Services professional to lead financial due diligence, QOE analyses, and project management on acquisitions and related deals in the Florida market. You will oversee multiple engagements, manage teams, and communicate findings to clients and leadership.

The ideal candidate has 5–8 years in TAS, strong GAAP knowledge, advanced Excel skills, and experience with buy-side/sell-side advisory. Travel as needed, with a focus on client service and growth.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or related field.
• 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.
• 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

Analytical skills

Problem solving

Project management

Communication

Education

Bachelor's degree in Accounting, Finance, Business, or related field

Tools

Excel

ERP systems

Job description

Sorren is seeking a seasoned Transaction Advisory Services professional to lead financial due diligence, QOE analyses, and project management on acquisitions and related deals in the Florida market. You will oversee multiple engagements, manage teams, and communicate findings to clients and leadership.

The ideal candidate has 5–8 years in TAS, strong GAAP knowledge, advanced Excel skills, and experience with buy-side/sell-side advisory. Travel as needed, with a focus on client service and growth.