Strategic Valuation & Advisory Senior Manager

Sorren; Medford (OR); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, and vision coverage

401(k) retirement savings

Paid holidays

Parental leave

Mentorship and career development

CPA exam support

Firm-sponsored events

Celebrations

Benefits for 30+ hours per week

Job summary

Sorren is seeking a seasoned lead for complex business valuation and strategic advisory engagements, serving C-suite clients with data-driven insights to shape high-impact decisions. You will drive advanced financial analyses, guide deal strategy, and mentor a team across engagements.

You will play a key role in business development, expanding client relationships and representing the firm at industry events, while upholding rigor, collaboration, and commitment to exceptional client service.

Qualifications

• 10+ years of experience in business valuation or related work.
• CPA and/or ASA, with CVA, ABV, or CBA credentials.
• Bachelor’s degree in accounting or related field.
• Deep expertise in valuation methodologies and their application across industries.
• Proven experience advising senior executives and managing high-value client relationships.

Responsibilities

• Lead and manage complex valuation and advisory engagements, ensuring high client satisfaction.
• Advise C-suite executives on mergers and acquisitions, capital planning, succession, and other high-impact initiatives.
• Oversee preparation and review of advanced financial models and valuation analyses with clear, data-driven insights.
• Facilitate strategy development sessions to help clients execute long-term plans.
• Identify opportunities to expand existing client relationships with additional services.
• Collaborate with firm leadership on growth strategies and service line innovation.
• Mentor junior and mid-level team members to deepen valuation expertise.
• Represent the firm in client meetings, industry events, and networking opportunities.
• Perform other duties and demonstrate flexibility to meet leadership needs.
• Meet annual billable hour and performance targets.

Skills

Executive communication

Strategic thinking

Leadership

Business development

Education

Bachelor's degree in accounting

CPA or ASA with CVA/ABV/CBA

Job description

Sorren is seeking a seasoned lead for complex business valuation and strategic advisory engagements, serving C-suite clients with data-driven insights to shape high-impact decisions. You will drive advanced financial analyses, guide deal strategy, and mentor a team across engagements.

You will play a key role in business development, expanding client relationships and representing the firm at industry events, while upholding rigor, collaboration, and commitment to exceptional client service.