Senior Manager, Transaction Advisory Services

Sorren

Senior Manager leading financial due diligence and Quality of Earnings engagements for Sorren, a national accounting and advisory firm. Managing transaction analyses, client communications, team development, and practice growth initiatives.

Posted 8/17/2026full-timeMadison • Florida, Illinois, Tennessee, Wisconsin • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial due diligence and Quality of Earnings engagements, with strong capabilities in financial analysis, modeling, and project management. Proven ability to lead teams, communicate complex financial information, and manage multiple concurrent projects effectively.

Highest-signal resume keywords

Financial Due DiligenceQuality of EarningsFinancial ModelingGAAP KnowledgeProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisNormalized EBITDA AdjustmentsData ManipulationRevenue RecognitionAccrual AccountingLarge Dataset ManagementProfitability AssessmentCash Flow AnalysisWorking Capital AnalysisScenario Analysis

Soft Skills

Analytical SkillsProblem-Solving SkillsAttention to DetailVerbal CommunicationWritten Communication

Tools & Technologies

ExcelERP SystemsData Visualization ToolsFinancial Analysis PlatformsAI Tools

Certifications & Qualifications

CPACFAMBA

Industry Keywords

Transaction AdvisoryM&APublic AccountingInvestment BankingPrivate Equity

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Lead day-to-day execution of financial due diligence and Quality of Earnings engagements
Manage scopes, workplans, staffing, timelines, budgets, and client communications
Manage multiple concurrent engagements and drive projects to completion
Review team analyses, workpapers, and deliverables
Identify engagement risks, open items, and potential deal issues
Conduct financial analysis for acquisitions, divestitures, mergers, recapitalizations, and other strategic transactions
Assess profitability, cash flow, working capital, revenue quality, margins, expenses, and financial risks
Prepare and review Quality of Earnings reports
Identify and quantify normalized EBITDA adjustments, non-recurring items, management adjustments, and debt-like items
Develop financial models, projections, forecasts, scenario analyses, EBITDA bridges, and working capital analyses
Lead discussions with clients, management teams, private equity sponsors, lenders, attorneys, and transaction advisors
Present findings and recommendations to senior management and transaction stakeholders
Collaborate with advisory, tax, audit, valuation, legal, and operations teams
Supervise, coach, and develop associates, senior associates, and managers
Support recruiting, onboarding, training, proposals, pitch materials, business development, and practice growth
Improve templates, tools, processes, and methodologies for financial due diligence and Quality of Earnings engagements

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, Business, or a related field required
7+ years of relevant experience, including significant financial due diligence, Quality of Earnings, transaction advisory, public accounting advisory, investment banking, or related M&A experience
2+ years of experience supervising engagement teams, reviewing workpapers and deliverables, coaching team members, and managing project execution
Strong understanding of GAAP, normalized EBITDA adjustments, net working capital, revenue recognition, accrual accounting, and transaction-related accounting considerations
Exceptional Excel skills, including financial modeling, data manipulation, financial analysis, and large dataset management
Strong analytical and problem-solving skills with attention to detail and ability to identify financial trends, risks, and anomalies
Excellent verbal and written communication skills for presenting complex financial information clearly
Ability to work in a fast-paced, deadline-driven environment and manage multiple projects with competing priorities
Ability to work in a hybrid environment and adapt to transaction-driven timelines, including occasional travel or extended hours during critical deal phases
CPA preferred; CFA or MBA viewed favorably
Broad industry exposure preferred
Experience in public accounting, consulting, transaction advisory, investment banking, or financial advisory preferred
Experience with middle-market businesses, private equity sponsors, strategic buyers, lenders, and founder-owned businesses preferred
Familiarity with transaction advisory services, Quality of Earnings, valuation, M&A, purchase agreements, working capital targets, and debt-like items preferred
Experience with ERP systems, accounting system exports, large datasets, data visualization tools, and financial analysis platforms preferred
Experience with AI and other TAS tools is a plus

Benefits

Comp & perks

Generous paid time off
Comprehensive medical, dental, and vision coverage
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