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.
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.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.
https://www.stout.com/en/careers/benefits
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.
Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
A reasonable estimate of the current range is $74,000.00 - $135,000.00 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.
