Senior Manager, CFO Advisory
$120,000–$215,000 year
On-siteChicago, Illinois, United States or New York City, New York, United States
Job Summary
Lead strategic FP&A engagements spanning budgeting, forecasting, and long-range planning for middle-market and PE-backed clients. Build driver-based financial models and management reporting frameworks that translate results into actionable decision support for CFOs and sponsors. Collaborate cross-functionally to drive finance transformation across Order-to-Cash, Procure-to-Pay, and Record-to-Report processes, while supporting buy-side and sell-side transaction diligence and post-acquisition integration workstreams. Identify and implement data automation solutions to optimize financial reporting and forecasting efficiency. Drive business development through client relationship management, proposal development, and thought leadership in strategic finance.
Required Qualifications
- Bachelor's degree in Accounting, Finance, or a related field
- 10+ years of relevant professional experience
- CPA, CFA, or MBA designation
Desired Qualifications
- MBA or Master's in Finance
- CPA, CFA, or MBA designation
- Exposure to private equity-backed businesses
- Exposure to M&A transactions — buy-side or sell-side due diligence, post-acquisition integration, or carve-out experience
- A mix of consulting/advisory and industry operating experience
- Demonstrated expertise in at least one or two industry verticals (e.g., healthcare, technology, industrials, consumer products, business services)
- 3+ years of finance process transformation and/or post-transaction integration experience
- A combination of public accounting/advisory and industry FP&A or finance leadership experience
- 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
- Ability to communicate complex financial concepts clearly to C-suite stakeholders and private equity sponsors
- 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
- 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 Stout's CFO Services and FP&A capabilities
- 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
- Deep functional expertise in financial planning and analysis, including budgeting, forecasting, long-range planning, management reporting, and business partnering
- 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
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