{"id":4290079,"url":"https://alion.io/job/sorren-senior-associate-transaction-advisory-services","title":"Senior Associate, Transaction Advisory Services","company":{"id":2441798,"name":"Sorren","domain":"sorren.com","url":"https://alion.io/company/sorren","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":96,"open_postings":14,"ghost_share":0,"stale_share":0.143,"repost_share":0,"time_to_fill_p50_days":53,"computed_at":"2026-11-14T05:58:10Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Knoxville, United States","Madison, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-11-13T23:01:44Z","employer_posted_date":"2026-11-13","last_verified_at":"2026-11-15T03:11:20Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"Our Firm\nSorren 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.\nAt 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.\nWe’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.\nYour Journey\nOur 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.\nPosition Summary:\nPosition Summary\nSorren 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.\nKey Responsibilities\nEngagement Management & Project Execution\nExecute and support the management of financial due diligence and Quality of Earnings engagements, including project planning, data requests, timeline management, and client communication.\nManage day-to-day activities for assigned engagements or workstreams, balancing multiple priorities and deadlines.\nPrepare and review financial analyses, workpapers, and deliverables to ensure accuracy, completeness, and consistency.\nIdentify key diligence issues, financial risks, and transaction considerations, communicating findings to engagement leadership and clients.\nCollaborate with engagement teams to ensure timely completion of projects while maintaining high standards of client service and quality.\nFinancial Due Diligence & Quality of Earnings\nPerform detailed financial analyses for acquisitions, divestitures, recapitalizations, mergers, and other strategic transactions.\nAnalyze financial statements, general ledger data, revenue trends, operating expenses, payroll information, customer and vendor data, and other transaction-related information.\nAssess profitability, earnings sustainability, quality of revenue, cash flow, working capital, and potential transaction risks.\nPrepare Quality of Earnings analyses and reports, including normalized EBITDA adjustments, non-recurring expenses, owner-related adjustments, debt-like items, and other transaction considerations.\nAnalyze working capital trends, customer and vendor concentrations, seasonality, and key operating metrics.\nDevelop supporting schedules and narratives that clearly communicate financial findings and their potential impact on transaction value and negotiations.\nSupport buy-side, sell-side, lender, and other transaction advisory engagements through financial analysis and diligence procedures.\nFinancial Analysis & Modeling\nDevelop transaction-related financial analyses, including adjusted EBITDA schedules, net working capital calculations, revenue and margin trends, forecasts, and scenario analyses.\nUtilize Microsoft Excel and other analytical tools to organize, evaluate, and interpret large financial datasets.\nIdentify financial trends, risks, and opportunities to support client decision-making and transaction execution.\nEnsure financial analyses and conclusions are appropriately documented and supported.\nClient Relationship Management\nParticipate in and help lead discussions with clients, management teams, private equity sponsors, lenders, attorneys, and other transaction stakeholders.\nAssist in presenting diligence findings in a clear, professional, and actionable manner.\nCollaborate with professionals across advisory, tax, assurance, valuation, and other service lines to support transaction execution.\nBuild and maintain positive client relationships through effective communication, responsiveness, and quality service.\nTeam Development & Practice Growth\nCollaborate closely with Managers, Senior Managers, and Directors to support the successful execution of TAS engagements.\nAssist with engagement planning, workflow coordination, and identifying opportunities to improve efficiency and quality.\nSupport proposal development, client presentations, and other business development initiatives as needed.\nContribute to the enhancement of TAS methodologies, tools, templates, and internal processes.\nQualifications\nBachelor’s degree in Accounting, Finance, Business, or a related field required.\nCPA preferred; CFA, MBA, or other relevant professional credentials viewed favorably.\n4-8 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.\nExperience performing financial due diligence and Quality of Earnings engagements, including buy-side and/or sell-side transactions, preferred.\nStrong understanding of U.S. GAAP, revenue recognition, accrual accounting, normalized EBITDA adjustments, working capital analysis, and transaction-related accounting concepts.\nAdvanced proficiency in Microsoft Excel and strong financial analysis and modeling skills.\nStrong analytical, problem-solving, organizational, and project management abilities.\nExcellent written and verbal communication skills, with the ability to translate complex financial information into clear, actionable insights.\nDemonstrated ability to manage multiple projects, prioritize responsibilities, and meet deadlines in a fast-paced environment.\nExperience working directly with clients and collaborating with cross-functional teams.\nAbility to work independently while collaborating effectively with engagement leadership and team members.\nAbility to travel occasionally based on client and transaction requirements.\nPreferred Skills\nExperience in public accounting advisory, transaction advisory, consulting, corporate development, investment banking, or other M&A-related environments.\nExperience supporting middle-market transactions involving private equity firms, lenders, or strategic buyers.\nFamiliarity with purchase agreements, working capital mechanisms, debt-like items, and transaction structuring concepts.\nExperience working with large datasets, ERP systems, data analytics tools, and visualization software.\nFamiliarity with AI-enabled productivity and transaction advisory tools.\nDemonstrated interest in developing client relationships, mentoring team members, and contributing to the continued growth of the TAS practice.\nWhy Choose Us?\nAt 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.\nWhat We Offer*:\nGenerous paid time off\nComprehensive medical, dental, and vision coverage, plus life and disability insurance\n401(k) retirement savings plan\nPaid holidays, including a firmwide winter break (December 24 - January 1)\nPaid parental leave (available after one year of service)\nMentorship and career development programs\nCPA exam support to help you succeed on the path to licensure\nFirm-sponsored events and spontaneous team activities\nCelebrations to mark milestones like the end of busy season and the holidays\n*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.\n© 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. 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