Senior FP&A & CFO Advisory Leader

Stout; Philadelphia (Philadelphia County); On-site; USD 120,000 - 215,000; Full time

Job summary

Stout is seeking a senior FP&A strategist to lead budgeting, forecasting, and long-range planning for PE-backed clients. You will develop driver-based models, dashboards, and management reporting to support CFOs and sponsors.

You’ll advise on OTC, PTP, and RTR processes, collaborate with ERP and analytics teams, and guide post-close integration and value creation initiatives. A strong finance background and PE exposure are essential.

Qualifications

• Professional Services experience combined with meaningful in-house FP&A or finance leadership experience.
• Deep functional expertise in financial planning and analysis, including budgeting, forecasting, long-range planning, management reporting, and business partnering.
• Demonstrated experience with private equity-backed businesses, sponsor priorities, reporting expectations, and value creation dynamics.
• Exposure to M&A transactions - buy-side or sell-side due diligence, post-acquisition integration, or carve-out experience strongly preferred.
• Working knowledge of core corporate finance processes: Order-to-Cash (OTC), Procure-to-Pay (PTP), and Record-to-Report (RTR), FP&A.
• Familiarity with finance-focused ERP systems (NetSuite, SAP, Oracle, Sage Intacct)
• Proficiency or working knowledge of data / workflow automation (e.g., Alteryx, PowerQuery, PowerAutomate) and visualization platforms (PowerBI, Tableau).
• Strong financial modeling skills with driver-based models, scenario analysis, and management reporting frameworks.
• Ability to communicate complex financial concepts clearly to C-suite stakeholders and private equity sponsors.
• Entrepreneurial mindset with a track record of building relationships and developing business.
• Strong organizational skills and ability to manage multiple client engagements.

Responsibilities

• Design and optimize end-to-end budgeting, forecasting, and long-range planning processes for middle-market and PE-backed clients.
• Build and review driver-based financial models, cash flow forecasts, ROI models, pricing and profitability analysis, and scenario frameworks.
• Develop management reporting packages and KPI dashboards translating results into business insights for CFOs, boards, and sponsors.
• Provide decision support including 13-week cash flow models, working capital analysis, and org design recommendations.
• Support clients in an interim FP&A leadership capacity as needed.

Skills

Financial planning and analysis

Private equity experience

M&A experience

OTC PTP RTR FP&A processes

ERP systems knowledge

Data automation and visualization

Financial modeling

C-suite communication

Entrepreneurial mindset

Project and team leadership

Strong organizational skills

Excellent verbal and written skills

Education

Bachelor's degree in Accounting, Finance, or related field

MBA or Master's in Finance preferred

8+ years of relevant professional experience

3+ years of finance process transformation / post-transaction integration

CPA, CFA, or MBA designation preferred

Industry vertical experience (healthcare, tech, industrials, consumer products, business services)

Tools

NetSuite

Sage Intacct

SAP

Oracle

Power BI

Tableau

Alteryx

Job description

Stout is seeking a senior FP&A strategist to lead budgeting, forecasting, and long-range planning for PE-backed clients. You will develop driver-based models, dashboards, and management reporting to support CFOs and sponsors.

You’ll advise on OTC, PTP, and RTR processes, collaborate with ERP and analytics teams, and guide post-close integration and value creation initiatives. A strong finance background and PE exposure are essential.