CFO Advisory Director - Finance Transformation

Stout; San Diego (CA); On-site; USD 145,000 - 300,000; Full time

Job summary

Stout in San Diego is seeking a seasoned CFO Advisory leader to drive finance transformation and value creation across client engagements. You will collaborate with CFOs and PE sponsors to optimize working capital and profitability, while guiding a cross-functional team.

You will develop financial models, mentor juniors, and support business development initiatives, leveraging AI tools to enhance analysis and client outcomes.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
• 10+ years of relevant experience in finance transformation, management consulting, operational improvement, corporate finance, or transaction-related value creation.
• MBA or other relevant advanced degree preferred.
• Experience within a consulting or advisory environment, corporate finance leadership role, private equity portfolio operations team, or similar setting.
• Demonstrated experience leading complex finance and operational transformation initiatives.
• Experience supporting private equity-backed businesses, post-acquisition integration, or value creation programs preferred.
• Industry experience may include manufacturing, consumer products, distribution, healthcare, business services, and other complex environments.
• CPA is not required; emphasis is on financial, operational, and transformation expertise.

Responsibilities

• Lead CFO Advisory engagements focused on improving financial and operational performance.
• Partner with CFOs, executive teams, and private equity sponsors to develop and execute finance transformation initiatives.
• Assess working capital performance, including inventory management and cash conversion.
• Lead post-acquisition value creation initiatives and synergy realization.
• Translate complex data into actionable recommendations to improve profitability and cash flow.
• Collaborate with clients across mid-market to large organizations in various industries.
• Develop financial models, business cases, and performance metrics for executives.
• Mentor junior professionals and lead engagement teams.
• Support business development and expand client relationships.
• Identify opportunities to apply AI and automation to finance analytics and processes.
• Contribute to growth of Stout's CFO Advisory practice.

Skills

Corporate finance

Financial planning

Working capital optimization

Cost reduction

Margin improvement

Post-acquisition value creation

Financial modeling

Stakeholder management

Business development

Project leadership

Education

Bachelor's degree in Finance/Accounting/Business Administration

MBA or advanced degree preferred

Tools

ERP systems

Business intelligence tools

AI-enabled tools

Job description

Stout in San Diego is seeking a seasoned CFO Advisory leader to drive finance transformation and value creation across client engagements. You will collaborate with CFOs and PE sponsors to optimize working capital and profitability, while guiding a cross-functional team.

You will develop financial models, mentor juniors, and support business development initiatives, leveraging AI tools to enhance analysis and client outcomes.