Manager, CFO Advisory

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.

Title: Manager is Equivalent to our Vice President title.

Impact You'll Make:

• Lead strategic FP&A engagements spanning budgeting and forecasting process design, driver-based financial modeling, long-range planning, and management reporting frameworks — with an emphasis on actionable decision support for CFOs and PE sponsors.

• Develop and deliver performance visibility solutions for clients, including KPI/metric selection, management reporting design, and dashboard-based visualization tools.

• Collaborate with broader finance transformation teams, advising clients across core business processes: Order-to-Cash (OTC), Procure-to-Pay (PTP), and Record-to-Report (RTR).

• Support transaction-oriented engagements, including buy-side and sell-side financial due diligence, quality of earnings analysis, and pre-close FP&A readiness assessments.

• Lead post-acquisition integration workstreams related to the finance function, including Day 1/Day 100 planning, IMO support, standalone reporting buildout, and FP&A process harmonization.

• Lead or support carve-out engagements, including separation of FP&A functions, reporting structures, and shared services from parent entities.

• Advise clients on interim FP&A leadership, providing hands-on support to fill capability gaps during periods of transition, transformation, or rapid growth.

• Identify and implement data automation and analytics solutions that improve the speed and quality of financial reporting and forecasting processes.

• Drive business development through client relationship management, proposal development, and thought leadership in strategic finance and the Office of the CFO.

What You'll Do:

FP&A Strategic Finance

• Design and optimize end-to-end budgeting, forecasting, and long-range planning processes for middle-market and PE-backed clients.

• Build and review driver-based financial models, cash flow forecasts, ROI models, pricing and profitability analysis, and scenario/sensitivity frameworks.

• Develop management reporting packages and KPI dashboards that translate financial results into business insights for CFOs, boards, and sponsors.

• Provide point-in-time decision support including 13-week cash flow models, working capital analysis, and organizational design recommendations.

• Support clients in an interim FP&A leadership capacity as needed.

Finance Transformation & Corporate Finance Process

• Lead assessments and transformation initiatives across core finance processes: Order-to-Cash (OTC), Procure-to-Pay (PTP), Record-to-Report (RTR), and FP&A.

• Identify operational inefficiencies and design scalable, technology-enabled process improvements across the back-office finance function.

• Collaborate with Stout's broader ARA and integration teams to deliver holistic finance transformation recommendations arising from transaction and integration work.

• Advise clients on shared services design, finance operating model optimization, and technology-aligned process standardization.

Transactions & Integration

• Support buy-side and sell-side due diligence, including financial diligence, FP&A readiness assessments, and management reporting