Advisory Senior Associate (Business Valuation)

Sorren, Inc.•Medford, OR

About The Position

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: Your Impact (Essential Duties): 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, offer data-driven insights, and provide actionable recommendations for improvement Take ownership of smaller consulting engagements, managing project timelines, deliverables, and communication with stakeholders Contribute strategic insights based on financial and operational data to help improve client growth, profitability, and efficiency Prepare advanced business reports and presentation materials, ensuring clarity, accuracy, and strategic value Collaborate with cross-functional team members to deliver holistic advisory solutions and maintain strong client relationships Mentor junior team members by reviewing work, providing feedback, and sharing knowledge Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership Meet annual billable hour and other targets to fulfill individual and team performance and overall firm productivity

Requirements

3–5 years of experience in business valuation or related work
CPA, CVA, ABV, CBA license or eligible
Bachelor’s degree in accounting or a related field
Understanding of complex accounting principles, including debits/credits, journal entries, and financial statements
Strong understanding of valuation methodologies and business metrics
Excellent written and verbal communication skills with the ability to translate complex data into clear business insights
Proficiency in Microsoft Excel, Word, PowerPoint, and financial modeling tools
Eagerness to learn and grow in a collaborative, fast-paced environment
Experience in client-facing roles within a valuation or advisory setting
Proven ability to manage multiple projects, meet deadlines, and work both independently and collaboratively
Familiarity with a range of industries, business models, and financial structures
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

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, offer data-driven insights, and provide actionable recommendations for improvement
Take ownership of smaller consulting engagements, managing project timelines, deliverables, and communication with stakeholders
Contribute strategic insights based on financial and operational data to help improve client growth, profitability, and efficiency
Prepare advanced business reports and presentation materials, ensuring clarity, accuracy, and strategic value
Collaborate with cross-functional team members to deliver holistic advisory solutions and maintain strong client relationships
Mentor junior team members by reviewing work, providing feedback, and sharing knowledge
Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership
Meet annual billable hour and other targets to fulfill individual and team performance and overall firm productivity

Benefits

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

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