Manager/Sr. Manager, CFO Advisory (FP&A)

Stout • Chicago, IL

11h

About The Position

Stout’s Accounting & Reporting Advisory practice is expanding its Strategic Finance & FP&A team within the CFO Services group. This market-facing role is for a senior professional who will build client relationships, lead engagements, and collaborate across Stout’s finance transformation and transaction advisory platform. It is suited to a professional services individual with industry FP&A experience who wants to bring operating experience into a consulting environment. Experience with private equity-backed businesses, transaction diligence, and post-close integration is strongly preferred.

The role leads strategic FP&A engagements, finance transformation initiatives, transaction and integration support, and interim FP&A leadership assignments. It also contributes to practice development, business development, mentoring, and client-facing thought leadership. The position uses financial modeling, reporting, analytics, automation, and finance technologies to provide actionable decision support to CFOs, boards, and private equity sponsors.

The position requires a bachelor’s degree in Accounting, Finance, or a related field and at least six years of relevant professional experience, including a combination of public accounting or advisory work and industry FP&A or finance leadership. At least two years of finance process transformation and/or post-transaction integration experience is required. An MBA or Master’s in Finance and CPA, CFA, or MBA designation are preferred. The stated compensation range is $87,000 to $195,000, with anticipated eligibility to participate in an annual bonus plan. Stout describes a comprehensive Total Rewards program, flexible work schedules, and a discretionary time off policy.

Requirements

• Professional services experience in audit, advisory, or transaction services combined with meaningful in-house FP&A or finance leadership experience.
• Deep expertise in FP&A, including budgeting, forecasting, long-range planning, management reporting, and business partnering.
• Demonstrated experience with private equity-backed businesses and understanding of sponsor priorities, reporting expectations, and value creation dynamics.
• At least 6 years of relevant professional experience, including a combination of public accounting/advisory and industry FP&A or finance leadership.
• At least 2 years of finance process transformation and/or post-transaction integration experience.
• Working knowledge of OTC, PTP, and RTR processes in addition to FP&A.
• Familiarity with finance-focused ERP systems, including NetSuite, SAP, Oracle, or Sage Intacct, and CPM/EPM planning tools.
• Proficiency or working knowledge of data/workflow automation tools such as Alteryx, PowerQuery, or PowerAutomate, and visualization platforms such as PowerBI or Tableau.
• Strong financial modeling skills, including driver-based models, scenario analysis, and management reporting frameworks.
• Ability to communicate complex financial concepts clearly to C-suite stakeholders and private equity sponsors.
• Entrepreneurial mindset and a track record of relationship-building and business development in a professional services or advisory environment.
• Strong organizational skills and ability to manage multiple client engagements simultaneously.
• Excellent verbal and written communication skills and comfort presenting at board, C-suite, and sponsor levels.
• Bachelor’s degree in Accounting, Finance, or a related field.
• Strong analytical and quantitative skills, intellectual curiosity, and attention to detail.

Nice To Haves

• Exposure to M&A transactions, including buy-side or sell-side diligence, post-acquisition integration, or carve-outs.
• MBA or Master’s in Finance.
• CPA, CFA, or MBA designation.
• Demonstrated expertise in one or two industry verticals, such as healthcare, technology, industrials, consumer products, or business services.
• A mix of consulting/advisory and industry operating experience.
• Familiarity with or interest in using AI tools and technology to enhance productivity, research, and analysis.

Responsibilities

• Lead strategic FP&A engagements covering budgeting and forecasting process design, driver-based financial modeling, long-range planning, and management reporting.
• Develop performance visibility solutions, including KPI selection, management reporting design, and dashboard-based visualization.
• Lead assessments and transformation initiatives across Order-to-Cash (OTC), Procure-to-Pay (PTP), Record-to-Report (RTR), and FP&A processes.
• Support buy-side and sell-side financial due diligence, quality of earnings analysis, FP&A readiness assessments, and management reporting quality reviews.
• Lead post-acquisition finance integration, including Day 1 and Day 100 planning, Integration Management Office (IMO) support, standalone reporting, and FP&A process harmonization.
• Lead or support carve-out engagements involving separation of FP&A functions, reporting structures, and shared services from parent entities.
• Provide interim FP&A leadership and hands-on support during transitions, transformations, or periods of rapid growth.
• Build and review driver-based financial models, cash flow forecasts, ROI models, pricing and profitability analyses, and scenario and sensitivity frameworks.
• Provide decision support, including 13-week cash flow models, working capital analysis, and organizational design recommendations.
• Identify and implement data automation and analytics solutions to improve financial reporting and forecasting.
• Advise clients on finance operating models, shared services design, technology-enabled process improvement, and process standardization.
• Translate transaction findings into operational recommendations and post-close value creation initiatives.
• Advise clients on finance-focused ERP systems and recommend CPM/EPM planning technologies appropriate to their scale and complexity.
• Use AI-enabled tools and emerging technologies to enhance research, deliverable preparation, efficiency, and insight.
• Train, mentor, and develop junior team members.
• Contribute to FP&A service offerings, intellectual property, toolkits, and thought leadership.
• Drive business development through client relationship management, proposal development, presentations, and cultivation of relationships with private equity sponsors, CFOs, and intermediaries.
• Manage multiple client engagements and communicate financial concepts to C-suite stakeholders, boards, and sponsors.

Benefits

• Comprehensive Total Rewards program with competitive compensation, benefits, and wellness options.
• Annual bonus plan eligibility.
• Flexible work schedules.
• Discretionary time off policy.
• Ongoing training and mentorship.
• Employee resource groups.
• Clear performance feedback.

What This Job Offers

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