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.

Position Summary:

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, tax, advisory, and wealth management.


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.


The Director of Data & Analytics will fill a critical role by partnering with the senior management team to help shape the firm's data strategy and lead the execution of various projects in support of that strategy. Reporting directly to the CIO, this role will be responsible for designing and implementing a modern data warehouse, building robust reporting and dashboard capabilities, and working directly with the business users to foster a data-driven culture across the organization.


The ideal candidate is both a strategic thinker and a hands-on technical practitioner, with demonstrated experience building data warehouses and working with modern data platforms and tools such as Microsoft Fabric, Power BI, Python, and SQL. This position will play a key role in transforming the firm's use of data into a competitive advantage by enabling actionable insights within business workflows.

Your Impact (Essential Duties)

Data Strategy and Governance

Develop and execute a comprehensive firmwide data and analytics strategy aligned with business goals. Establish and oversee data governance policies, standards, and best practices for data quality, integrity, and security. Partner with IT, operations, and service line leaders to ensure data is accessible, reliable, secure, and effectively leveraged across the firm.

Data Architecture and Systems Development

Design and implement a modern data warehouse solution to serve as the central source of truth for the organization. Lead the integration of data from multiple systems (financial, tax, audit, CRM, HR, etc.) into a unified, high-quality data platform. Build and maintain the data infrastructure necessary for robust analytics and reporting capabilities.

Analytics and Reporting

Develop scalable reporting systems, interactive dashboards, and self-service analytics tools using Power BI and related technologies. Respond to ad hoc and advanced analytics needs to support firm leaders and teams in making informed business decisions. Identify and implement automation and predictive analytics opportunities that improve operational efficiency and client insights.

Leadership and Collaboration

Foster a data-driven culture across the firm by educating, training, and empowering employees to use data effectively. Collaborate closely with department and service line leaders to identify key performance metrics and business questions. Manage projects and priorities to ensure timely delivery of high-impact data initiatives. Provide mentorship and leadership to data and analytics team members as the function grows. Stay aware of current trends within the accounting and professional services space. Stay aware of emerging technologies in analytics and recommend tools and platforms to enhance the analytics capabilities.

Your Background

Education and Experience

Bachelor's degree in Data Science, Computer Science, Information Systems, or related field. 8+ years of experience in data modeling, analytics, and/or business intelligence, with experience in a management role. Proven experience implementing modern data platforms and analytics solutions. Strong understanding of data modeling, ETL, and database design (SQL and Python expertise required). Experience within professional services or accounting industry preferred.

Skills and Attributes

Strategic thinker with the ability to translate business goals into actionable data initiatives. Hands-on expertise in modern analytics tools (Power BI, Python, SQL, Microsoft Fabric). Excellent communication and collaboration skills with both technical and non-technical stakeholders. Strong project management, problem-solving, and organizational skills. Demonstrated ability to lead through influence and foster a culture of data-driven decision making.

Other Items

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 Pay range $150,000 - $175,000

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.
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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.