Associate, CFO Advisory

Stout • San Diego, CA

1d • $74,000 - $135,000

About The Position

The Associate, CFO Advisory supports and executes client engagements focused on financial planning and analysis, accounting operations, financial reporting, and finance function improvement. The role works closely with internal teams and client finance leadership to evaluate and improve finance and accounting processes, analyze financial and operational data, and develop actionable insights that support strategic and operational decision-making.

The Associate develops financial models, budgets, forecasts, KPI dashboards, management reporting packages, and analytical tools. The role also supports accounting operations and finance transformation, including month-end close, reconciliations, process documentation, workflow improvement, reporting automation, and financial systems implementation or enhancement. It involves working with ERP, reporting, and planning tools, using AI-enabled tools where useful, collaborating with other service lines, and contributing to business development and client relationships.

The position requires a bachelor's degree in Accounting, Finance, Economics, or a related field, along with at least three years of relevant professional experience. Stout describes its culture as grounded in Relentless Excellence and core values including being positive and team-oriented, accountable, committed, relationship-focused, super-responsive, and great communicators. The role offers a stated annual compensation range of $74,000 to $135,000 and is anticipated to be eligible for an annual bonus plan.

Requirements

• Bachelor's degree in Accounting, Finance, Economics, or a related field.
• At least 3 years of relevant professional experience in FP&A, corporate finance, accounting operations, financial reporting, or financial advisory services.
• Understanding of corporate finance, FP&A, accounting operations, and financial reporting processes.
• Experience with budgeting, forecasting, financial modeling, variance analysis, and management reporting.
• Familiarity with month-end close, account reconciliations, financial statement preparation, and general ledger accounting.
• Strong analytical skills and ability to interpret financial and operational data, identify trends, and communicate findings to management.
• Proficiency in Microsoft Excel, including financial modeling, data analysis, and reporting.
• Working knowledge of U.S. GAAP and financial reporting requirements.
• Experience identifying opportunities to improve accounting processes, internal controls, and financial reporting efficiency.
• Familiarity with cash flow management, working capital analysis, and financial performance metrics.
• Excellent verbal and written communication skills, including the ability to translate financial information into clear, actionable insights.
• Strong organizational, project management, and time management skills, and ability to manage multiple priorities in a team-oriented environment.
• Entrepreneurial mindset, strong client-service orientation, creative problem-solving skills, and a proactive approach to improvement.
• Positive attitude, accountability, and willingness to take ownership of assigned responsibilities.

Nice To Haves

• Experience in public accounting, consulting, or corporate finance and accounting functions.
• CPA certification or active progress toward CPA certification.
• Other relevant credentials, such as CFA or CMA.
• Familiarity with Power BI, Tableau, or financial planning software.
• Experience with ERP systems, financial modeling tools, and financial reporting platforms.

Responsibilities

• Execute and support CFO Advisory engagements focused on FP&A, accounting operations, financial reporting, and finance function improvement.
• Work with internal teams and client finance leadership on the day-to-day execution of engagements.
• Support annual budgeting, rolling forecasts, variance analysis, cash flow forecasting, and financial performance reporting.
• Develop and maintain financial models, management reporting packages, KPI dashboards, budgets, forecasts, and other analytical tools.
• Assess and improve accounting operations, including month-end close, account reconciliations, financial reporting, and related processes and controls.
• Analyze financial and operational data to identify trends, assess business performance, and communicate actionable insights.
• Support finance transformation initiatives, including process documentation, workflow improvements, reporting automation, and implementation or improvement of financial systems.
• Assist with preparing and analyzing financial statements, supporting schedules, and management reports in accordance with applicable accounting standards.
• Work with finance and accounting systems and financial planning and reporting tools.
• Use AI-enabled tools and emerging technologies to improve analysis, automate recurring processes, and increase efficiency.
• Collaborate with valuation, transaction advisory, and disputes service lines on financial analysis and project support.
• Contribute to business development and marketing, including proposals, presentations, and thought leadership.
• Participate in market-facing activities and develop relationships with clients, prospects, referral sources, and finance professionals.
• Contribute to the growth of the CFO Advisory practice.
• Adapt to changing client-imposed deadlines, manage competing priorities, and collaborate with engagement leaders and team members.

Benefits

• Comprehensive Total Rewards program with competitive compensation, benefits, and wellness options.
• Ongoing training, mentorship, employee resource groups, and clear performance feedback.
• Flexible work schedules.
• Discretionary time off policy.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level