Associate, Office CFO

At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence. Both our client service and culture are second to none, stemming from our firmwide embrace of our core values:
Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.

As an Associate in Stout's Office of the CFO practice within our Accounting & Reporting Advisory group, you will work closely with clients to navigate complex financial and operational challenges during critical periods of growth, transition, and transformation. Our team prepares businesses for successful outcomes whether through a sale, merger, IPO, or other strategic exit by delivering comprehensive assessments across financial, operational, legal, and commercial domains.

You will gain hands-on experience in a variety of high-impact areas, including FP&A process improvement, performance visibility, KPI and dashboard development, liquidity management, and financial modeling.

• Performing Finance and Accounting current state assessments to establish a future-state vision and strategy
• Understanding of sub-functions of Finance, e.g., accounting, tax, treasury, FP&A, etc.
• Reviewing transaction documents, including purchase agreements and letters of interest, and communicating implications to client
• Identifying integration opportunities for Buyer and Target across the operating model
• Understanding or baseline knowledge of key business processes: order to cash, source to pay, record to report, and plan to perform
• Interacting with Finance-focused ERPs, e.g., Net Suite, Sage Intacct, SAP, Oracle

• Partner with clients ranging from early stage to large publicly traded organizations in an industry-agnostic environment
• Support the day-to-day execution of Accounting & Reporting Advisory assignments, with primary responsibility for research and preparation of client deliverables
• Review complex contracts and the related technical accounting research
• Prepare accounting memoranda and policies
• Determine appropriate journal entries to be entered into systems of record

• Demonstrate ability to identify cross-sell opportunities with other Stout departments
• Participate in business development and marketing activities, including proposals, presentations, and thought leadership
• Participate in market-facing activities to develop and maintain relationships with clients, prospects, and referral sources, principally consisting of public and private companies

• Broad working knowledge of US GAAP
• Ability to work collaboratively in teams and drive work streams within broader projects
• Experience with M&A transactions, particularly with post-acquisition integration is a plus
• Baseline knowledge of key business processes (record to report, source to pay, and order to cash)
• Familiarity with private equity firms, mid-market and up
• Excellent communication skills, both verbal and written
• Entrepreneurial and client-service focused
• Strong organizational skills

• Bachelor or Master of Accounting or Finance
• Big 4 or comparable experience required
• 3 years of experience of audit and/or advisory experience
• Experience with post-merger integration is a plus
• CPA Preferred

At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve. We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.

Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.

The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job. Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law.

Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, inclusion, and…