Senior Associate, Transaction Advisory Services

Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers - we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.

At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.

We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.

Your Journey Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.

Position Summary:

Position Summary Sorren is seeking a Senior Associate to join our Transaction Advisory Services (TAS) team. In this role, you will support financial due diligence and Quality of Earnings engagements for clients involved in mergers, acquisitions, and other strategic transactions. The ideal candidate brings strong financial analysis skills, an understanding of transaction-related accounting concepts, and the ability to take ownership of engagement responsibilities while collaborating with clients and internal teams. Depending on experience, this individual will also have opportunities to lead engagement workstreams, review work product, and mentor junior team members.

Key Responsibilities

Engagement Management & Project Execution

• Execute and support the management of financial due diligence and Quality of Earnings engagements, including project planning, data requests, timeline management, and client communication.
• Manage day-to-day activities for assigned engagements or workstreams, balancing multiple priorities and deadlines.
• Prepare and review financial analyses, workpapers, and deliverables to ensure accuracy, completeness, and consistency.
• Identify key diligence issues, financial risks, and transaction considerations, communicating findings to engagement leadership and clients.
• Collaborate with engagement teams to ensure timely completion of projects while maintaining high standards of client service and quality.

Financial Due Diligence & Quality of Earnings

• Perform 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.
• Prepare Quality of Earnings analyses and reports, including normalized EBITDA adjustments, non-recurring expenses, owner-related adjustments, debt-like items, and other transaction considerations.
• Analyze working capital trends, customer and vendor concentrations, seasonality, and key operating metrics.
• Develop supporting schedules and narratives that clearly communicate financial findings and their potential impact on transaction value and negotiations.
• Support buy-side, sell-side, lender, and other transaction advisory engagements through financial analysis and diligence procedures.

Financial Analysis & Modeling

• Develop transaction-related financial analyses, including adjusted EBITDA schedules, net working capital calculations, revenue and margin trends, forecasts, and scenario analyses.
• Utilize Microsoft Excel and other analytical tools to organize, evaluate, and interpret large financial datasets.
• Identify financial trends, risks, and opportunities to support client decision-making and transaction execution.
• Ensure financial analyses and conclusions are appropriately documented and supported.

Client Relationship Management

• Participate in and help lead discussions with clients, management teams, private equity sponsors, lenders, attorneys, and other transaction stakeholders.
• Assist in presenting diligence findings in a clear, professional, and actionable manner.
• Collaborate with professionals across advisory, tax, assurance, valuation, and other service lines to support transaction execution.
• Build and maintain positive client relationships through effective communication, responsiveness, and quality service.

Team Development & Practice Growth

• Collaborate closely with Managers, Senior Managers, and Directors to support the successful execution of TAS engagements.
• Assist with engagement planning, workflow coordination, and identifying opportunities to improve efficiency and quality.
• Support proposal development, client presentations, and other business development initiatives as needed.
• Contribute to the enhancement of TAS methodologies, tools, templates, and internal processes.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or a related field required.
• CPA preferred; CFA, MBA, or other relevant professional credentials viewed favorably.
• 4–8 years of relevant experience in transaction advisory services, financial due diligence, Quality of Earnings, public accounting advisory, valuation, investment banking, or related M&A services.
• Experience performing financial due diligence and Quality of Earnings engagements, including buy-side and/or sell-side transactions, preferred.
• Strong understanding of U.S. GAAP, revenue recognition, accrual accounting, normalized EBITDA adjustments, working capital analysis, and transaction-related accounting concepts.
• Advanced proficiency in Microsoft Excel and strong financial analysis and modeling skills.
• Strong analytical, problem-solving, organizational, and project management abilities.
• Excellent written and verbal communication skills, with the ability to translate complex financial information into clear, actionable insights.
• Demonstrated ability to manage multiple projects, prioritize responsibilities, and meet deadlines in a fast-paced environment.
• Experience working directly with clients and collaborating with cross-functional teams.
• Ability to work independently while collaborating effectively with engagement leadership and team members.
• Ability to travel occasionally based on client and transaction requirements.

Preferred Skills

• Experience in public accounting advisory, transaction advisory, consulting, corporate development, investment banking, or other M&A-related environments.
• Experience supporting middle-market transactions involving private equity firms, lenders, or strategic buyers.
• Familiarity with purchase agreements, working capital mechanisms, debt-like items, and transaction structuring concepts.
• Experience working with large datasets, ERP systems, data analytics tools, and visualization software.
• Familiarity with AI-enabled productivity and transaction advisory tools.
• Demonstrated interest in developing client relationships, mentoring team members, and contributing to the continued growth of the TAS practice.

Why Choose Us? At Sorren, we’re invested in your growth - both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.

What We Offer*:

• Generous paid time off
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 – January 1)
• Paid parental leave (available after one year of service)
• Mentorship and career development programs
• CPA exam support to help you succeed on the path to licensure
• Firm-sponsored events and spontaneous team activities
• Celebrations to mark milestones like the end of busy season and the holidays

*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.

© 2025 “Sorren” is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.