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.

• 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 work streams 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.

• 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.

• 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…