Stout9s Accounting & Reporting Advisory practice is expanding its Strategic Finance & FP&A team within the CFO Services group. This is a market-facing position for a senior professional who will build client relationships, lead engagements, and collaborate cross-functionally across Stout9s broader finance transformation and transaction advisory platform.
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.
Impact Youll Make:
- Lead strategic FP&A engagements spanning budgeting and forecasting process design, driver-based financial modeling, long-range planning, and management reporting frameworks 6 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 Youll 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.
- Leverage AI-enabled tools and emerging technologies to enhance research, streamline deliverable preparation, and improve overall efficiency and insight.
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 Stouts 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 quality reviews.
- Lead post-acquisition integration planning and execution across the finance function, establishing Integration Management Office (IMO) practices and playbooks.
- Assist clients with pre-close readiness, including Day 1 and Day 100 planning, standalone reporting buildout, and finance function separation from parent entities.
- Translate transaction findings into actionable operational recommendations, bridging diligence insights with post-close execution and value creation initiatives.
Technology & Data
- Interact with and advise clients on finance-focused ERPs including NetSuite, Sage Intacct, SAP, and Oracle in the context of FP&A design and reporting optimization.
- Leverage data/workflow automation and visualization tools to build scalable, repeatable financial reporting and forecasting solutions.
- Identify and recommend CPM/EPM planning technologies appropriate to client scale and complexity.
Team & Practice Leadership
- Train, mentor, and develop junior team members, fostering a culture of analytical rigor and client-service excellence.
- Contribute to the development of FP&A service offerings, intellectual property, toolkits, and thought leadership.
- Participate actively in business development, including proposals, presentations, and market-facing relationship cultivation with private equity sponsors, CFOs, and intermediaries.
What You Bring:
- Professional Services experience (audit, advisory, or transaction services) combined with meaningful in-house FP&A or finance leadership experience.
- 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.
- Exposure to M&A transactions 6 buy-side or sell-side due diligence, post-acquisition integration, or carve-out experience strongly preferred.
- 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.
- 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.
- Ability to communicate complex financial concepts clearly to C-suite stakeholders and private equity sponsors.
- 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; comfort presenting at the board, C-suite, and sponsor level.
- Familiarity with or interest in using AI tools and technology to enhance productivity, research, and analysis.
Education and/or Training:
- Bachelors degree in Accounting, Finance, or a related field required; MBA or Masters in Finance preferred.
- 6+ years of relevant professional experience, including a combination of public accounting/advisory and industry FP&A or finance leadership.
- 2+ years of finance process transformation and/or post-transaction integration experience.
- Demonstrated expertise in at least one or two industry verticals (e.g., healthcare, technology, industrials, consumer products, business services).
- A mix of consulting/advisory and industry operating experience is strongly preferred.
- CPA, CFA, or MBA designation preferred.
How Youll Thrive:
- Cultivate a positive, team-oriented approach that fosters collaboration and shared success.
- Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations.
- Exhibit an entrepreneurial mindset and a commitment to excellence 6 what we call Relentless Excellenceae 6 in all aspects of your work.
- Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes with clients, sponsors, and colleagues.
- Communicate effectively and respond promptly, ensuring clarity and alignment across stakeholders.
- Bring intellectual curiosity and keen attention to detail to problem-solving and decision-making.
- Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies.
- Embrace a growth mindset and contribute to the continued evolution of Stouts CFO Services and FP&A capabilities.
A reasonable estimate of the current range is $87,000.00 - $195,000.00 . 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.
