Strategic FP&A & CFO Advisory Lead

Stout; Dallas (TX); In loco; USD 87.000 - 195.000; Tempo pieno

Descrizione del lavoro

Stout is seeking a senior FP&A professional to join its CFO Services team, focusing on strategic finance, budgeting, forecasting, and analytics for middle-market and PE-backed clients. The role emphasizes cross-functional collaboration with OTC, PTP, and RTR processes, and driving data-driven decision support for CFOs and sponsors.

You will lead engagements, develop performance visibility solutions, and mentor junior staff while leveraging AI/tools to enhance productivity and insights.

Competenze

• Professional Services experience with FP&A or finance leadership.
• Deep FP&A expertise including budgeting, forecasting, and management reporting.
• Experience with private equity-backed businesses and sponsor priorities.
• Exposure to M&A due diligence and post‑transaction integration preferred.

Mansioni

• Lead FP&A engagements including budgeting, forecasting, and long-range planning.
• Develop KPI dashboards and management reporting for CFOs and sponsors.
• Advise on core finance processes: OTC, PTP, RTR, and FP&A.
• Support buy-side/sell-side due diligence and pre-close readiness assessments.
• Lead post-acquisition integration planning and execution within finance.

Conoscenze

Financial planning & analysis

Budgeting & forecasting

Financial modeling

Communication with C-suite

Private equity experience

M&A diligence

Formazione

Bachelor's degree in Accounting/Finance

CPA/CFA/MBA preferred

Strumenti

NetSuite

Sage Intacct

SAP

Oracle

PowerBI

Tableau

Alteryx

Descrizione del lavoro

Stout is seeking a senior FP&A professional to join its CFO Services team, focusing on strategic finance, budgeting, forecasting, and analytics for middle-market and PE-backed clients. The role emphasizes cross-functional collaboration with OTC, PTP, and RTR processes, and driving data-driven decision support for CFOs and sponsors.

You will lead engagements, develop performance visibility solutions, and mentor junior staff while leveraging AI/tools to enhance productivity and insights.