8+ years of experience in Transaction Advisory, CFO Advisory, or Finance Transformation.
Strong background in Operational Due Diligence, Transaction Strategy, and Integration & Separation.
Experience supporting private equity transactions and portfolio companies.
Understanding of finance operating models and corporate finance processes.
Experience with ERP platforms like NetSuite, Oracle, and SAP.
Responsibilities
Execute CFO Advisory - Transaction Support engagements for private equity sponsors and corporate clients.
Lead initiatives in Transaction Strategy, Operational Due Diligence, and integration activities.
Assess finance organizations to identify risks and opportunities for value creation.
Develop executive-ready presentations communicating findings and recommendations.
Support clients through the entire transaction lifecycle, from planning to post-close execution.
Benefits
Opportunity to thrive in a fast-paced, transaction-focused consulting environment.
Collaboration across various service lines to deliver integrated client solutions.
Access to leveraging AI tools for enhancing efficiency in finance processes.
Supportive culture that emphasizes relationship building and effective communication.
Involvement in continuous enhancement of methodologies and best practices within the firm.
Full Job Description
Impact You'll Make
Execute and lead CFO Advisory - Transaction Support engagements, serving as a trusted advisor to private equity sponsors and corporate clients throughout the transaction lifecycle.
Lead workstreams supporting Transaction Strategy, Operational Due Diligence, Transaction Execution, and Integration & Separation initiatives.
Assess finance organizations, operating models, business processes, and reporting capabilities to identify operational risks, execution challenges, and value creation opportunities.
Prepare and review carve-out and standalone cost analyses, including standalone operating models, TSA requirements, shared services assessments, and dis-synergy analyses.
Develop executive-ready presentations and client deliverables, communicating findings, recommendations, and implementation plans to CFOs, executive leadership teams, and private equity sponsors.
Partner with clients to bridge transaction diligence with execution by translating recommendations into actionable finance transformation and operational improvement initiatives.
What You'll Do Transaction Support
Support clients throughout the transaction lifecycle-from pre-close planning through post-close execution.
Execute Operational Due Diligence engagements focused on finance organizations, operating models, business processes, systems, governance, and reporting.
Evaluate finance organizations to identify execution risks, operational gaps, scalability concerns, and opportunities for value creation.
Develop Transaction Strategy recommendations that improve finance readiness and support successful acquisitions, divestitures, and carve-outs.
Assist clients with Transaction Execution activities including execution planning, milestone tracking, governance, issue resolution, and cross-functional coordination.
Support executive leadership teams throughout critical transaction milestones.
Integration & Separation
Lead finance workstreams supporting post-close integration activities.
Assist with Day 1 and Day 100 readiness planning.
Support Integration Management Office (IMO) governance and execution.
Design future-state finance operating models.
Develop finance integration roadmaps.
Lead finance separation planning for carve-outs and divestitures.
Perform standalone cost assessments including:
Standalone cost analysis
Shared services evaluations
Corporate cost allocations
TSA development and exit planning
Organizational design
Finance organization separation
Support ERP and finance system transition planning.
CFO Advisory
Advise CFOs and executive leadership teams on finance operating model effectiveness.
Evaluate finance organizations across Order-to-Cash (OTC), Procure-to-Pay (PTP), and Record-to-Report (RTR).
Recommend operational improvements that increase scalability and transaction readiness.
Support finance organization redesign before and after transactions.
Assist clients with interim finance leadership and execution support during periods of transition.
Develop executive reporting and governance frameworks that support post-transaction decision-making.
Technology & Data
Work with finance technologies including NetSuite, Oracle, SAP, Sage Intacct, Microsoft Dynamics, and other ERP platforms.
Utilize automation and analytics tools to improve finance processes and transaction execution.
Leverage AI-enabled technologies to enhance diligence, research, project management, and client deliverables.
Team Leadership
Lead and mentor junior professionals across transaction support engagements.
Manage multiple client engagements while maintaining high-quality deliverables and client service.
Contribute to the continued enhancement of transaction support methodologies, templates, and best practices.
Foster collaboration across Stout's Accounting & Reporting Advisory, Valuation, Tax, and CFO Advisory teams to deliver integrated client solutions.
What You Bring
Experience supporting CFO Advisory engagements within transaction environments.
Strong background in Transaction Support, including:
Operational Due Diligence
Transaction Strategy
Transaction Execution
Integration & Separation
Experience leading or supporting carve-out and standalone cost analyses.
Understanding of finance operating models, organizational design, and corporate finance processes.
Familiarity with Integration Management Office (IMO) methodologies and post-close execution.
Ability to translate transaction findings into actionable finance and operational recommendations.
Strong project management, client communication, and executive presentation skills.
Strong analytical and organizational capabilities with the ability to manage multiple engagements.
Experience with finance technologies including NetSuite, Oracle, SAP, Sage Intacct, or Microsoft Dynamics.
Interest in leveraging AI tools to improve efficiency, research, and client delivery.
Education and/or Training
Bachelor's degree in Accounting, Finance, Business, Economics, or a related field required.
8+ years of experience in Transaction Advisory, CFO Advisory, Deal Advisory, Finance Transformation, or Management Consulting.
Experience supporting Operational Due Diligence, Integration & Separation, Transaction Execution, or carve-out engagements preferred.
Experience serving private equity clients and portfolio companies is highly desirable.
Combination of consulting and industry experience preferred.
CPA, MBA, CFA, or other relevant professional designation preferred.
How You'll Thrive
Thrive in a fast-paced, transaction-focused consulting environment supporting clients through complex business events.
Deliver thoughtful solutions that bridge transaction strategy with execution.
Collaborate across Stout's Accounting & Reporting Advisory, CFO Advisory, Valuation, Tax, and other service lines to provide integrated client solutions.
Build strong relationships with clients and colleagues while demonstrating Stout's core values of being Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and Great Communicators.
Deliver Relentless Excellence® by helping clients successfully navigate transactions while improving finance organizations and creating long-term value.
