Senior Manager, CFO Advisory (Transaction Support)

Stout • New York, NY

5d

About The Position

Stout’s Accounting & Reporting Advisory practice is expanding its Transaction Execution capabilities within the CFO Services group. The Senior Manager supports complex buy-side and sell-side transactions, with a focus on carve-outs, separations, integrations, and post-close execution. The role is suited to a professional with transaction advisory, management consulting, or relevant industry experience who enjoys working directly with clients on complex operational challenges.

The Senior Manager manages transaction workstreams, coordinates cross-functional teams, develops client deliverables, and supports integration and separation initiatives throughout the transaction lifecycle. The work includes assessing operational risks and processes, developing separation strategies and standalone operating models, supporting Integration Management Offices and Separation Management Offices, performing synergy and standalone cost analyses, and helping clients with post-close readiness and execution. The role also involves leading day-to-day workstream delivery, mentoring junior professionals, coordinating with client stakeholders and other advisors, and contributing to the development of Stout’s Transaction Execution and CFO Services capabilities.

The role requires a bachelor’s degree in a relevant field and at least eight years of relevant professional experience. Stout offers a comprehensive Total Rewards program, flexible work schedules, discretionary time off, professional growth opportunities, and a culture focused on inclusion and respect. The stated annual compensation range is $120,000 to $215,000, with anticipated eligibility for an annual bonus plan.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or a related field.
• At least 8 years of relevant professional experience in transaction advisory, management consulting, corporate development, integration and separation, or related operational roles.
• Experience supporting or managing separation, carve-out, integration, or transaction execution engagements.
• Experience in at least one of the following: separation due diligence and planning; TSA development, management, or exit planning; SMO or IMO governance and execution; transaction execution planning; or integration planning and synergy analysis.
• Experience supporting cross-functional dependency mapping, transaction perimeter analysis, standalone cost assessments, or operating model development.
• Understanding of business operations, shared services, and functional processes across finance, IT, HR, legal, or other corporate functions.
• Experience working on M&A transactions, carve-outs, separations, divestitures, or corporate transformation initiatives.
• Ability to translate transaction findings and recommendations into actionable plans and deliverables.
• Strong project management, analytical, problem-solving, and organizational skills, including the ability to coordinate multiple workstreams, stakeholders, and deadlines.
• Ability to communicate effectively with client stakeholders and prepare clear, executive-ready presentations.
• Experience supervising or mentoring junior professionals.

Nice To Haves

• Experience supporting private equity-backed businesses or corporate transaction teams.
• A combination of consulting or advisory and industry operating experience.
• Experience in healthcare, technology, industrials, consumer products, business services, or another industry vertical.
• MBA, CPA, CFA, or relevant project management certification.
• Interest in applying AI-enabled tools to improve research, analysis, and client delivery.

Responsibilities

• Support clients throughout the transaction lifecycle, from pre-close diligence and planning through post-close execution.
• Manage workstreams related to acquisitions, divestitures, carve-outs, integrations, and separations.
• Coordinate execution planning, milestone tracking, issue resolution, and cross-functional communication.
• Assess target-company operations, business processes, organizational structures, operational risks, and value-creation opportunities.
• Support integration strategies, Day 1 and future-state operating models, integration roadmaps, and Day 1 and Day 100 readiness activities.
• Support IMO governance, including status reporting, issue tracking, and coordination across functional teams.
• Identify, validate, quantify, and track synergies, implementation costs, and operational improvements.
• Develop separation strategies, transaction perimeter definitions, standalone operating models, and separation plans.
• Identify operational, organizational, technology, contractual, and financial dependencies between a divested business and its parent company.
• Identify and document Transition Services Agreements and other interim operating arrangements; support TSA management and exit planning.
• Support standalone cost analyses, including reviewing corporate cost allocations, shared services, incremental or stranded costs, and standalone cost estimates.
• Assist clients in responding to buyer diligence questions on separation planning, standalone costs, TSAs, and operational readiness.
• Coordinate with IT and systems teams to document technology dependencies, transition requirements, and execution risks.
• Use project management, tracking, analytics, and AI-enabled tools to support analysis, research, workstream management, and client deliverables.
• Prepare executive-ready presentations, analyses, status updates, and other client materials.
• Serve as a day-to-day contact for client workstream leads and functional stakeholders and collaborate with other advisors and Stout teams.
• Coordinate junior team members, review their work, mentor them, and support engagement planning, resourcing, and delivery.
• Manage multiple workstreams or engagements while meeting deadlines and maintaining responsiveness.
• Contribute to transaction execution tools, templates, and best practices.

Benefits

• Comprehensive Total Rewards program with competitive compensation, benefits, and wellness options.
• Flexible work schedules.
• Discretionary time off policy.
• Ongoing training and mentorship.
• Employee resource groups.
• Clear performance feedback and professional growth support.
• Inclusion and belonging initiatives.

What This Job Offers

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