Stout
Manager, CFO Advisory
Chicago, IL, United States of America · Exec
Sponsorship not specified$87k-$195kDetected 51 days ago
Data VisualizationBusiness DevelopmentFinancial ModelingFinancial AnalysisAccountingForecastingBudgetingSAPM&AFP&AERPIntellectual PropertyLeadershipCommunicationCollaborationProblem SolvingMentoringPublic SpeakingOrganizational SkillsFinancial ReportingNetSuite
About the role
- Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators.
Responsibilities
- 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.
- 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.
- Support buy-side and sell-side due diligence, including financial diligence, FP&A readiness assessments, and management reporting quality reviews.
Requirements
- Deep functional expertise in financial planning and analysis, including budgeting, forecasting, long-range planning, management reporting, and business partnering.
- Demonstrated experience with private equity-backed businesses, including an understanding of sponsor priorities, reporting expectations, and value creation dynamics.
- Working knowledge of core corporate finance processes: Order-to-Cash (OTC), Procure-to-Pay (PTP), and Record-to-Report (RTR), in addition to FP&A.
- Familiarity with finance-focused ERP systems (NetSuite, SAP, Oracle, Sage Intacct) and CPM/EPM planning tools.
- Ability to communicate complex financial concepts clearly to C-suite stakeholders and private equity sponsors.
- comfort presenting at the board, C-suite, and sponsor level.
- Professional Services experience (audit, advisory, or transaction services) combined with meaningful in-house FP&A or finance leadership experience.
- Exposure to M&A transactions - buy-side or sell-side due diligence, post-acquisition integration, or carve-out experience strongly preferred.
- Proficiency or working knowledge of data / workflow automation (e.g., Alteryx, PowerQuery, PowerAutomate) and visualization platforms (e.g., PowerBI, Tableau) to support scalable financial reporting and analytics solutions.
- Strong financial modeling skills with the ability to build and review driver-based models, scenario analysis, and management reporting frameworks.
- Entrepreneurial mindset with a track record of building relationships and developing business in a professional services or advisory environment.
- Strong organizational skills with the ability to manage multiple client engagements simultaneously.
- Excellent verbal and written communication skills
- Education and/or Training:
Nice to have
- Sound like a place you can grow and succeed?
- Read on to learn more about an exciting opportunity to join our team.
- Stout's Accounting & Reporting Advisory practice is expanding its Strategic Finance & FP&A team within the CFO Services group.
- The Vice President title is equivalent to a Manager-level role, typically requiring 8+ years of experience.
- 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.
- Bachelor's degree in Accounting, Finance, or a related field required
- MBA or Master's in Finance preferred.
Skills
- Identify and recommend CPM/EPM planning technologies appropriate to client scale and complexity.
- Contribute to the development of FP&A service offerings, intellectual property, toolkits, and thought leadership.
Compensation
- At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
Benefits
- Exhibit an entrepreneurial mindset and a commitment to excellence - what we call Relentless Excellence® - in all aspects of your work.
Visa & Work Authorization
- Demonstrated experience with private equity-backed businesses, including an understanding of sponsor priorities, reporting expectations, and value creation dynamics
This listing is sourced directly from Stout's careers page and normalized into a canonical job model.