Manager​/Senior Manager, CFO Advisory

Carve-Out / Separation - Senior Manager / Manager

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 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.

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 Transaction Execution engagements and serve as a trusted advisor to private equity sponsors and corporate clients throughout the transaction lifecycle on both buy-side and sell-side transactions.
• Lead work streams supporting Integration and Separation initiatives across the deal timeline, from due diligence through post-close execution.
• Support buy-side transactions by evaluating operational risks within the target business, developing perspectives on future-state operating models, business processes, and organizational structures, and identifying value creation opportunities and execution risks.
• Support sell-side transactions throughout the transaction lifecycle, including development of the separation strategy, standalone operating model, transaction perimeter, carve-out and standalone cost analyses, and proposed Transition Services Agreements (TSAs).
• Support Integration Management Offices (IMOs) and Separation Management Offices (SMOs) by coordinating functional teams, developing project deliverables, managing cross-functional dependencies, and identifying and resolving execution risks.
• Develop executive-ready presentations and client deliverables that clearly communicate findings, recommendations, risks, and transaction considerations to executive leadership teams and private equity sponsors.
• Work with Financial Due Diligence teams, investment bankers, transaction counsel, and other advisors to help clients achieve transaction objectives.

What You'll Do

Overall Transaction Support

• Advise clients throughout the transaction lifecycle, from pre-close diligence and planning through post-close execution.
• Guide clients through transaction-related operational considerations on both acquisitions and divestitures.
• Provide project and program management across the deal lifecycle, including execution planning, milestone tracking, governance, issue resolution, and cross-functional coordination.
• Develop transaction strategy recommendations that support successful acquisitions, integrations, divestitures, and separations.
• Advise executive leadership teams at critical transaction milestones and help translate strategic decisions into executable plans.

Integration and Synergy Analysis

• Lead operational due diligence work streams, including assessment of the target company's current operations, with particular focus on back-office functions and operating infrastructure.
• Work with client teams to develop the overall integration approach and identify integration priorities that align with the buyer's deal thesis.
• Help buyers define Day 1 and end-state operating models that establish how the combined business will operate immediately after close and over the longer term.
• Develop integration roadmaps that identify work streams, projects, milestones, dependencies, decision points, and accountable owners.
• Lead or support Day 1 and Day 100 readiness planning.
• Support IMO governance and execution across functional work streams.
• Lead synergy analysis and execution activities, including:
• Working with functional teams to identify and validate synergy opportunities.
• Quantifying synergy opportunities over time based on buyer and target cost structures.
• Assessing investments and one-time costs required to realize identified synergies.
• Developing execution plans that define the actions, owners, timing, and dependencies required to achieve synergy targets.
• Developing and managing mechanisms to track synergy realization and related implementation costs.

Separation and Carve-Out Execution

• Help sellers define the business to be divested, the transaction perimeter, and the principles that will guide the separation.
• Work with functional teams to identify and document operational, organizational, technology, contractual, and financial entanglements between the divested business, the parent company, and other retained…