Job Description

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.

Key Responsibilities:

1. Financial Due Diligence:

a. Conduct in-depth financial analysis for potential acquisitions, mergers, and other strategic transactions.
b. Review financial statements, trial balances, assess profitability, cash flow, working capital, and potential financial risks.
c. Identify and quantify key revenue drivers, costs, and risks impacting financial performance.

2. Quality of Earnings (QoE) Reports:
a. Prepare high-quality QoE reports that provide clear insights into the company’s financial performance.
b. Assess the sustainability of earnings and identify any adjustments required for accurate presentation.
c. Summarize and communicate QoE findings to stakeholders and clients, highlighting key issues and opportunities.

3. Financial Modeling & Analysis:
a. Develop detailed financial models to support transaction evaluations, including projections, forecasts, and scenario analysis.
b. Utilize Excel to analyze and manipulate complex datasets, ensuring accuracy and efficiency.
c. Provide recommendations based on financial models to inform strategic decision-making.

4. Client Communication & Stakeholder Engagement:
a. Present findings in a clear, concise, and professional manner to senior management and clients.
b. Collaborate with internal teams, including finance, legal, and operations, to ensure comprehensive due diligence.
c. Address client questions and provide ongoing support through the transaction process.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business, or related field; CPA, CFA, or MBA preferred.
• 5+ years of experience in financial due diligence, quality of earnings, corporate finance, or related field.
• 2 years of managerial experience directly supervising and managing staff.
• Exceptional Excel skills, including financial modeling, data manipulation, and analysis.
• Strong analytical and problem-solving skills with a keen attention to detail.
• Excellent verbal and written communication skills with the ability to present complex information clearly.
• Ability to work in a fast-paced environment and manage multiple projects with competing deadlines.
• Broad based industry experience, including but not limited to the following: manufacturing, professional services, construction, business-to-business and more.

Preferred Skills:

• Experience in a public accounting or consulting environment is a plus, with ability to work with small to medium sized business entities.
• Familiarity with transaction advisory services, quality of earnings, valuation, M&A, or investment banking.
• Proficiency in financial software and ERP systems.

Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job
Sorren is an equal opportunity employer

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.