CFO Advisory Lead — Carve-Out & Integration

Stout Risius Ross, LLC; Town of Boston (NY); On-site; USD 120,000 - 215,000; Full time

Job summary

Stout is seeking a Senior Manager/Manager in Transaction Execution within the CFO Services group. This market-facing role builds client relationships, leads engagements, and collaborates across the firm's finance transformation platform.

You will guide integration, separation, and synergy workstreams for private equity and corporate clients, develop executive-grade deliverables, and mentor junior professionals.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• MBA or advanced finance degree preferred.
• CPA/CFA/MBA designation preferred.
• Experience in private equity transactions.
• Strong presentation and client communication skills.

Responsibilities

• Lead transaction execution engagements for buy-side and sell-side deals.
• Oversee integration and synergy analysis workstreams.
• Develop and present executive-level findings and strategies.
• Coordinate cross-functional teams across finance, IT, and operations.
• Manage IMO/SMO governance and project milestones.

Skills

Transaction execution leadership

Client relationship management

Project management

Cross-functional collaboration

Financial due diligence

Valuation and deal structuring

Education

Bachelor's degree in Accounting or Finance

MBA or advanced finance degree preferred

CPA, CFA, or MBA designation preferred

Tools

ERP systems

Excel

PowerPoint

Job description

Stout is seeking a Senior Manager/Manager in Transaction Execution within the CFO Services group. This market-facing role builds client relationships, leads engagements, and collaborates across the firm's finance transformation platform.

You will guide integration, separation, and synergy workstreams for private equity and corporate clients, develop executive-grade deliverables, and mentor junior professionals.