Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Stout’s Accounting & Reporting Advisory practice is growing its Strategic Finance & FP&A; team within its CFO Services group. This is a market-facing role for a senior qualified who will develop client relationships, lead engagements, and work cross-functionally across Stout’s broader finance transformation and transaction advisory platform. Exposure to private equity‑backed businesses, transaction diligence, and post‑close integration are strongly preferred.

Lead strategic FP&A; engagements spanning budgeting and forecasting process design, driver‑based financial modeling, long‑range planning, and management reporting frameworks - with an emphasis on actionable decision support for CFOs and PE sponsors. Develop and deliver performance visibility solutions for clients, including KPI/metric selection, management reporting design, and dashboard‑based visualization tools. Collaborate with broader finance transformation teams, advising clients across core business processes: Support transaction‑oriented engagements, including buy-side and sell-side financial due diligence, quality of earnings analysis, and pre‑close FP&A; readiness assessments.

Lead post‑acquisition integration workstreams related to the finance function, including Day 1/Day 100 planning, IMO support, standalone reporting buildout, and FP&A; process harmonization. Advise clients on interim FP&A; leadership, providing hands‑on support to fill capability gaps during periods of transition, transformation, or rapid growth. Identify and implement data automation and analytics solutions that improve the speed and quality of financial reporting and forecasting processes.

Drive business development through client relationship management, proposal development, and thought leadership in strategic finance and the Office of the CFO. FP&A; Strategic Finance 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. Support clients in an interim FP&A; leadership capacity as needed.

Finance

Transformation & Corporate Finance Process Lead assessments and transformation initiatives across core finance processes: Identify operational inefficiencies and design scalable, technology‑enabled process improvements across the back‑office finance function. Collaborate with Stout’s broader ARA and integration teams to deliver holistic finance transformation recommendations arising from transaction and integration work. Advise clients on shared services design, finance operating model optimization, and technology‑aligned process standardization.

Support buy‑side and sell‑side due diligence, including financial diligence, FP&A; readiness assessments, and management reporting quality reviews. Lead post‑acquisition integration planning and execution across the finance function, establishing Integration Management Office (IMO) practices and playbooks. Assist clients with pre‑close readiness, including Day 1 and Day 100 planning, standalone reporting buildout, and finance function separation from parent entities.

Technology & Data Interact with and advise clients on finance‑focused ERPs including NetSuite, Sage Intacct, SAP, and Oracle in the context of FP&A; design and reporting optimization. Leverage data/workflow automation and visualization tools to build scalable, repeatable financial reporting and forecasting solutions. Identify and recommend CPM/EPM planning technologies appropriate to client scale and complexity.

📌 Senior Manager, CFO Advisory (Quinte West)
🏢 Stout
📍 Quinte West