Manager/Senior Manager, CFO Advisory

Stout•San Diego, CA

1d•$87,000 - $195,000

About The Position

Stout is seeking a Manager or Senior Manager for its CFO Advisory practice to manage and execute engagements that improve clients’ financial and operational performance. The role focuses on finance transformation, performance improvement, working capital optimization, cost reduction, margin enhancement, and sustainable value creation. The position works with CFOs, finance leaders, operational stakeholders, and cross-functional client teams across middle-market businesses and large organizations, including private equity-backed and corporate environments. The role leads project workstreams and supports implementation of finance and operational improvement initiatives, including post-acquisition value creation. It evaluates financial functions, processes, operating models, and business performance; develops financial models and business cases; and turns complex data into practical recommendations. Responsibilities also include managing engagement delivery, communicating with executive stakeholders, developing junior professionals, supporting business development, and contributing to the growth of Stout’s CFO Advisory practice. Candidates should bring relevant finance, consulting, operational improvement, or transaction-related experience. The position requires a bachelor’s degree in a relevant field and at least 6 years of relevant experience for Manager candidates or 8 years for Senior Manager candidates. An MBA or other relevant advanced degree is preferred. CPA certification is not required. The stated compensation range is $87,000–$195,000, and the role is anticipated to be eligible for an annual bonus plan.

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field.
At least 6 years of relevant experience for Manager-level candidates or 8 years for Senior Manager-level candidates in finance transformation, management consulting, operational improvement, corporate finance, or transaction-related value creation.
Strong understanding of corporate finance, financial planning and analysis, operational finance, and business transformation.
Experience executing finance transformation, performance improvement, or value creation initiatives.
Knowledge of working capital optimization, including inventory management, cash conversion, and order-to-cash process improvement.
Experience analyzing SG&A costs, identifying operational efficiencies, and supporting margin enhancement initiatives.
Ability to assess business operations and financial performance to identify opportunities to improve profitability and cash flow.
Strong financial modeling, analytical, and problem-solving capabilities, including translating findings into practical business recommendations.
Experience implementing finance and operational improvement initiatives with cross-functional teams.
Demonstrated ability to manage project workstreams, coordinate teams, and deliver high-quality client work products.
Experience communicating financial and operational findings to finance leaders, senior management, and executive stakeholders.
Strong project management, organizational, and prioritization skills, including the ability to deliver within demanding timelines.
Client-service mindset and ability to build relationships, understand business needs, and identify opportunities to provide additional support.
Strong attention to detail and accountability for project deliverables.
Familiarity with financial systems, ERP platforms, business intelligence tools, and technologies used to support finance transformation.
Ability to work effectively in a collaborative, team-oriented consulting environment.

Nice To Haves

MBA or other relevant advanced degree.
Understanding of post-acquisition integration and value creation, preferably in private equity-backed or transaction-oriented environments.
Experience in a consulting or advisory environment, corporate finance function, private equity portfolio operations team, or similar setting.
Experience supporting private equity-backed businesses, post-acquisition integration, or value creation programs.
Industry experience in manufacturing, consumer products, distribution, healthcare, business services, or other operationally complex environments.
Interest in using AI and automation to improve financial analysis, operational efficiency, and decision-making.

Responsibilities

Manage and execute CFO Advisory engagements focused on financial and operational performance improvement, cost reduction, margin enhancement, and value creation.
Work with CFOs, finance leaders, operational stakeholders, and cross-functional client teams to implement finance transformation and performance improvement initiatives.
Analyze working capital, including inventory management, accounts receivable, accounts payable, order-to-cash processes, and cash conversion.
Support post-acquisition value creation, including transaction synergies, operating performance improvements, and strategic transformation plans.
Analyze SG&A cost structures and identify cost-reduction opportunities through process improvements, organizational assessments, and operating model enhancements.
Support margin improvement through profitability analysis, cost structure assessments, and operational performance reviews.
Evaluate finance functions, processes, and operating models to identify opportunities for improved efficiency, scalability, and effectiveness.
Develop and review financial models, business cases, and performance metrics to support client decisions and measure transformation outcomes.
Prepare and present findings, recommendations, and project updates to finance leaders and executive stakeholders.
Manage engagement activities, including project planning, deliverables, budgets, timelines, and project-team coordination.
Supervise, coach, and develop junior professionals, including guidance on financial analysis, client deliverables, and project execution.
Support business development through proposal preparation, client presentations, and identification of additional advisory opportunities.
Identify ways to use technology, automation, and AI-enabled tools to improve financial analysis, reporting, and business processes.
Contribute methodologies, tools, and best practices to support the continued growth of Stout’s CFO Advisory practice.
Manage assigned workstreams and deliverables, adapt to changing client deadlines, and collaborate with engagement leaders and project teams.