Senior Valuation & Advisory Analyst

Sorren, Inc.; Saint Petersburg (FL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental & vision coverage

401(k) retirement plan

Paid holidays including winter break

Parental leave

Mentorship & career development

CPA exam support

Firm-sponsored events

Job summary

Sorren, Inc. in Saint Petersburg, FL is seeking a seasoned business valuation professional to develop advisory reports for diverse clients. You will engage with clients, explain findings, and deliver data-driven recommendations while managing smaller engagements.

The role requires 3–5 years in valuation/advisory, CPA or eligible status, and a degree in accounting. Flexibility to work beyond hours is expected in a fast-paced environment.

Qualifications

• Bachelor’s degree in accounting or related field required.
• CPA, CVA, ABV, CBA license or eligible.
• Strong understanding of valuation methodologies and business metrics.
• Experience in client-facing roles within a valuation or advisory setting.
• Proficiency in MS Excel, Word, PowerPoint and financial modeling tools.
• Full-time commitment and flexibility to work beyond regular hours.

Responsibilities

• Perform detailed financial analyses and support the development of business valuation and advisory reports for a wide range of clients.
• Actively engage with clients/team members to explain financial findings and provide actionable recommendations.
• Take ownership of smaller consulting engagements, managing timelines and deliverables.
• Contribute strategic insights based on financial data to improve client growth and profitability.
• Prepare advanced business reports and presentation materials with clarity and accuracy.
• Collaborate with cross-functional team members to deliver holistic advisory solutions and maintain strong client relationships.
• Mentor junior team members by reviewing work and providing feedback.
• Meet annual billable hour and other targets to fulfill individual and team performance.

Skills

Financial analysis

Client communication

Financial modeling

Project ownership

Mentoring juniors

Time management

Education

Bachelor’s degree in accounting or related field

CPA licensed or eligible

CVA/ABV/CBA certification

Tools

Microsoft Excel

PowerPoint

Word

Financial modeling tools

Job description

Sorren, Inc. in Saint Petersburg, FL is seeking a seasoned business valuation professional to develop advisory reports for diverse clients. You will engage with clients, explain findings, and deliver data-driven recommendations while managing smaller engagements.

The role requires 3–5 years in valuation/advisory, CPA or eligible status, and a degree in accounting. Flexibility to work beyond hours is expected in a fast-paced environment.