Job Description
Associate, Office of the CFO at Stout Risius Ross summary:
As an Associate in the Office of the CFO within Stout's Accounting & Reporting Advisory group, you will support clients through financial and operational challenges during growth, transitions, and strategic exits such as mergers or IPOs. Responsibilities include performing finance and accounting assessments, improving FP&A processes, developing KPIs and dashboards, managing liquidity, and preparing financial models. The role requires collaborative teamwork, strong communication, knowledge of US GAAP, and experience with M&A transactions and post-merger integration.
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.
Core Competencies & Capabilities: - 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., NetSuite, Sage Intacct, SAP, Oracle
As a member of the larger ARA practice the Candidate can: - 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
Major Firm-Related General Duties and Responsibilities: - Demonstrate ability to identify cross-sell opportunities with other Stout departments (Business Valuation, Financial Due Diligence, Investment Banking, etc.)
- 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
Knowledge, Skills, and Abilities: - Broad working knowledge of US GAAP
- Ability to work collaboratively in teams and drive workstreams 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
Education and/or Training: - 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
Why Stout? 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.
Learn more about our benefits and commitment to your success.
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 personal growth? Stout might just be the right place for you. Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
A reasonable estimate of the current range is $74,000.00 - $135,000.00 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here -
Keywords:
financial analysis, accounting advisory, FP&A, financial modeling, post-merger integration, US GAAP, M&A transactions, liquidity management, KPI development, client service
Job Tags
Contract work, Work at office, Local area, Flexible hours,