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.
• Experience supporting private equity transactions, mergers & acquisitions, divestitures, and carve-outs.
• 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.

Why Stout?
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 $120,000.00 - $215,000.00 . 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.