Impact You'll Make- Execute CFO Advisory engagements focused on financial planning and analysis (FP&A), accounting operations, financial reporting, and finance function improvement.
- Support clients in evaluating and improving finance and accounting processes, including month-end close, budgeting, forecasting, management reporting, and financial performance analysis.
- Analyze financial and operational data to identify trends, assess business performance, and develop actionable insights that support strategic and operational decision-making.
- Assist in developing financial models, budgets, forecasts, KPI dashboards, and management reporting packages to improve financial visibility and support CFO-level decision-making.
- Evaluate existing accounting operations, internal controls, and financial reporting processes, identifying opportunities to improve efficiency, accuracy, and scalability.
What You'll Do- Support the day-to-day execution of CFO Advisory engagements, working closely with internal teams and client finance leadership.
- Assist clients with FP&A activities, including annual budgeting, rolling forecasts, variance analysis, cash flow forecasting, and financial performance reporting.
- Develop and maintain financial models, management reporting packages, KPI dashboards, and other analytical tools to support financial and operational decision-making.
- Assess and improve accounting operations, including month-end close, account reconciliations, financial reporting, and related processes and controls.
- Support finance transformation initiatives, including process documentation, workflow improvements, reporting automation, and the implementation or improvement of financial systems.
- Assist with the preparation and analysis of financial statements, supporting schedules, and management reports in accordance with applicable accounting standards.
- Work with finance and accounting systems, including NetSuite, Sage Intacct, SAP, Oracle, and financial planning and reporting tools.
- Use AI-enabled tools and emerging technologies to improve financial analysis, automate recurring processes, and increase efficiency across finance and accounting functions.
- Collaborate with other service lines, including valuation, transaction advisory, and disputes, to provide financial analysis and project support.
- Contribute to business development and marketing efforts, including proposals, presentations, and thought leadership initiatives.
- Participate in market-facing activities to develop and maintain relationships with clients, prospects, referral sources, and other finance professionals.
- Demonstrate an entrepreneurial mindset and interest in contributing to the continued growth of the CFO Advisory practice.
What You Bring- Understanding of corporate finance, FP&A, accounting operations, and financial reporting processes.
- Experience with budgeting, forecasting, financial modeling, variance analysis, and management reporting.
- Familiarity with month-end close processes, account reconciliations, financial statement preparation, and general ledger accounting.
- Strong analytical skills with the ability to interpret financial and operational data, identify trends, and communicate findings to management.
- Proficiency in Microsoft Excel, including financial modeling, data analysis, and reporting.
- Familiarity with financial reporting, ERP, and business intelligence tools; experience with Power BI, Tableau, or financial planning software is a plus.
- Working knowledge of U.S. GAAP and financial reporting requirements.
- Experience identifying opportunities to improve accounting processes, internal controls, and financial reporting efficiency.
- Familiarity with cash flow management, working capital analysis, and financial performance metrics.
- Interest in using AI tools and technology to improve productivity, reporting, and financial analysis.
- Excellent verbal and written communication skills, including the ability to translate financial information into clear, actionable insights.
- Entrepreneurial mindset with a strong client-service orientation.
- Strong organizational, project management, and time management skills.
- Ability to manage multiple priorities and work effectively in a team-oriented environment.
- Creative problem-solving skills and a proactive approach to identifying opportunities for improvement.
- Positive attitude, accountability, and willingness to take ownership of assigned responsibilities.
Education and/or Training- Bachelor's degree in Accounting, Finance, Economics, or a related field.
- 3+ years of relevant professional experience in FP&A, corporate finance, accounting operations, financial reporting, or financial advisory services. Experience in public accounting, consulting, or corporate finance and accounting functions preferred.
- CPA certification or active progress toward CPA certification preferred. Other relevant credentials, such as the CFA or CMA, are a plus.
- Experience working with ERP systems, financial modeling tools, and financial reporting platforms preferred.
How You’ll Thrive
- Embrace changing client-imposed deadlines with flexibility and adaptability.
- Exhibit strong organizational skills to manage competing priorities effectively.
- Collaborate with engagement leaders and team members while embodying Stout’s core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators.
- Demonstrate a commitment to delivering Relentless Excellence® in client service and team collaboration.
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.
