Strategic FP&A & CFO Advisory Leader (PE & Deals)

Stout; Houston (TX); On-site; USD 87,000 - 195,000; Full time

Job summary

Stout seeks a senior finance leader to drive strategic FP&A engagements for middle-market and PE-backed clients from Houston. You will oversee budgeting, forecasting, long-range planning, and management reporting, delivering actionable insights for CFOs and sponsors.

The role requires in-house FP&A or finance leadership experience, plus familiarity with private equity sponsors, M&A diligence, and post-close integration. Strong collaboration across OTC/PTP/RTR is essential.

Qualifications

• Professional Services experience (audit, advisory, or transaction services) 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, including 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.

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/sensitivity frameworks.
• Develop management reporting packages and KPI dashboards that translate financial results into business insights for CFOs, boards, and sponsors.
• Provide point-in-time decision support including 13-week cash flow models, working capital analysis, and organizational design recommendations.
• Lead assessments and transformation initiatives across core finance processes: OTC, PTP, RTR, and FP&A.

Job description

Stout seeks a senior finance leader to drive strategic FP&A engagements for middle-market and PE-backed clients from Houston. You will oversee budgeting, forecasting, long-range planning, and management reporting, delivering actionable insights for CFOs and sponsors.

The role requires in-house FP&A or finance leadership experience, plus familiarity with private equity sponsors, M&A diligence, and post-close integration. Strong collaboration across OTC/PTP/RTR is essential.