Senior Manager, CFO Advisory

At Stout, we’re dedicated to exceeding expectations in all we do - we call it Relentless Excellence ® . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.

Stout’s Accounting & Reporting Advisory practice is growing its Strategic Finance & FP&A team within its CFO Services group. This is a market-facing role for a senior professional who will develop client relationships, lead engagements, and work cross-functionally across Stout’s broader finance transformation and transaction advisory platform.

This role is well-suited for a professional services individual with industry FP&A experience that is eager to bring that operating experience into a consulting environment. Exposure to private equity‑backed businesses, transaction diligence, and post‑close integration are strongly preferred.

Impact You’ll Make:

• 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.

What You’ll Do:

FP&A Strategic Finance

• Design and optimize end-to‑end budgeting, forecasting, and long‑range planning processes for middle‑market and PE‑backed clients.
• Build and review driver‑based financial models, cash flow forecasts, ROI models, pricing and profitability analysis, and scenario/sensitivity frameworks.
• Develop management reporting packages and KPI dashboards that translate financial results into business insights for CFOs, boards, and sponsors.
• Provide point‑in‑time decision support including 13‑week cash flow models, working capital analysis, and organizational design recommendations.
• Support clients in an interim FP&A leadership capacity as needed.

Finance Transformation & Corporate Finance Process

• Lead assessments and transformation initiatives across core finance processes: Order-to-Cash (OTC), Procure-to-Pay (PTP), Record-to-Report (RTR), and FP&A.
• Identify operational inefficiencies and design scalable, technology‑enabled process improvements across the back‑office finance function.
• Collaborate with Stout’s broader ARA and integration teams to deliver holistic finance transformation recommendations arising from transaction and integration work.
• Advise clients on shared services design, finance operating model optimization, and technology‑aligned process standardization.

Transactions & Integration

• Support buy‑side and sell‑side due diligence, including financial diligence, FP&A readiness assessments, and management reporting quality reviews.
• Lead post‑acquisition integration planning and execution across the finance function, establishing Integration Management Office (IMO) practices and playbooks.
• Assist clients with pre‑close readiness, including Day 1 and Day 100 planning, standalone reporting buildout, and finance function separation from parent entities.
• Translate transaction findings into actionable operational recommendations, bridging diligence insights with post‑close execution and value creation initiatives.

Technology & Data

• Interact with and advise clients on finance‑focused ERPs including NetSuite, Sage Intacct, SAP, and Oracle in the context of FP&A design and reporting optimization.
• Leverage data/workflow automation and visualization tools to build scalable, repeatable financial reporting and forecasting solutions.
• Identify and recommend CPM/EPM planning technologies appropriate to client scale and complexity.

Team & Practice Leadership

• Train, mentor, and develop junior team members, fostering a culture of analytical rigor and client‑service excellence.
• Contribute to the development of FP&A service offerings, intellectual property, toolkits, and thought leadership.
• Participate actively in business development, including proposals, presentations