Senior, Financial Due Diligence & Quality of Earnings

Sorren, Inc. • St. Petersburg, FL

2d

About The Position

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. 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.

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• Conduct in-depth financial analysis for potential acquisitions, mergers, and other strategic transactions.
• Review financial statements, trial balances, assess profitability, cash flow, working capital, and potential financial risks.
• Identify and quantify key revenue drivers, costs, and risks impacting financial performance.
• Prepare high-quality QoE reports that provide clear insights into the company’s financial performance.
• Assess the sustainability of earnings and identify any adjustments required for accurate presentation.
• Summarize and communicate QoE findings to stakeholders and clients, highlighting key issues and opportunities.
• Develop detailed financial models to support transaction evaluations, including projections, forecasts, and scenario analysis.
• Utilize Excel to analyze and manipulate complex datasets, ensuring accuracy and efficiency.
• Provide recommendations based on financial models to inform strategic decision-making.
• Present findings in a clear, concise, and professional manner to senior management and clients.
• Collaborate with internal teams, including finance, legal, and operations, to ensure comprehensive due diligence.
• Address client questions and provide ongoing support through the transaction process.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior