Manager, CFO Advisory
About the role
Stout’s Accounting & Reporting Advisory practice is expanding its Strategic Finance & FP&A team within the CFO Services group. This is a market-facing position for a senior professional who will build client relationships, lead engagements, and collaborate cross-functionally across Stout’s broader finance transformation and transaction advisory platform.
Responsibilities
- Lead strategic FP&A engagements spanning budgeting and forecasting process design, driver-based financial modeling, long-range planning, and management reporting frameworks — with an emphasis on actionable decision support for CFOs and PE sponsors.
- Develop and deliver performance visibility solutions for clients, including KPI/metric selection, management reporting design, and dashboard-based visualization tools.
- Collaborate with broader finance transformation teams, advising clients across core business processes: Order-to-Cash (OTC), Procure-to-Pay (PTP), and Record-to-Report (RTR).
- Support transaction-oriented engagements, including buy-side and sell-side financial due diligence, quality of earnings analysis, and pre-close FP&A readiness assessments.
- Lead post-acquisition integration workstreams related to the finance function, including Day 1/Day 100 planning, IMO support, standalone reporting buildout, and FP&A process harmonization.
- Lead or support carve-out engagements, including separation of FP&A functions, reporting structures, and shared services from parent entities.
- Advise clients on interim FP&A leadership, providing hands-on support to fill capability gaps during periods of transition, transformation, or rapid growth.
- Identify and implement data automation and analytics solutions that improve the speed and quality of financial reporting and forecasting processes.
- Drive business development through client relationship management, proposal development, and thought leadership in strategic finance and the Office of the CFO.
Requirements
- Professional Services experience (audit, advisory, or transaction services) combined with meaningful in-house FP&A or finance leadership experience.
- Deep functional expertise in financial planning and analysis, including budgeting, forecasting, long-range planning, management reporting, and business partnering.
- Demonstrated experience with private equity-backed businesses, including an understanding of sponsor priorities, reporting expectations, and value creation dynamics.
- Exposure to M&A transactions — buy-side or sell-side due diligence, post-acquisition integration, or carve-out experience strongly preferred.
- Familiarity with core corporate finance processes: Order-to-Cash (OTC), Procure-to-Pay (PTP), and Record-to-Report (RTR), in addition to FP&A.
- Working knowledge of finance-focused ERP systems (NetSuite, SAP, Oracle, Sage Intacct) and CPM/EPM planning tools.
- Proficiency or working knowledge of data / workflow automation (e.g., Alteryx, PowerQuery, PowerAutomate) and visualization platforms (e.g., PowerBI, Tableau) to support scalable financial reporting and analytics solutions.
- Strong financial modeling skills with the ability to build and review driver-based models, scenario analysis, and management reporting frameworks.
- Ability to communicate complex financial concepts clearly to C-suite stakeholders and private equity sponsors.
Qualifications
- Bachelor's degree in Accounting, Finance, or a related field required; MBA or Master's in Finance preferred.
- 8+ years of relevant professional experience, including a combination of public accounting/advisory and industry FP&A or finance leadership.
- 3+ years of finance process transformation and/or post-transaction integration experience.
- Demonstrated expertise in at least one or two industry verticals (e.g., healthcare, technology, industrials, consumer products, business services).
- A mix of consulting/advisory and industry operating experience is strongly preferred.
- CPA, CFA, or MBA designation preferred.
Skills
- Strategic thinking and problem-solving skills.
- Excellent verbal and written communication skills.
- Ability to manage multiple client engagements simultaneously.
- Strong organizational skills.
- Entrepreneurial mindset and a commitment to excellence.
- Intellectual curiosity and keen attention to detail.
- Advanced analytical and quantitative skills.
Benefits
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $87,000.00 - $195,000.00 . This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.