Manager, CFO Advisory (Data Automation & Analytics)

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.

Impact You'll Make

• Partner with CFOs, controllers, and finance teams to identify opportunities to improve financial reporting, automate processes, and strengthen data infrastructure.
• Design and implement practical data and technology solutions that address complex finance and accounting challenges.
• Develop data pipelines, warehouses, integrations, and reporting solutions that improve financial visibility, accuracy, and operational efficiency.
• Apply automation, analytics, and emerging AI technologies to improve how finance teams manage data, execute processes, and make decisions.
• Work directly with finance leaders and IT teams to assess existing systems, recommend technology solutions, and support implementation.

What You'll Do

• Design, build, and implement data architectures, including data warehouses, data lakes, and ETL/ELT pipelines, to support financial reporting, planning, and analytics.
• Develop automated data pipelines to consolidate financial and operational information across multiple systems and entities.
• Implement system integrations using Integration Platform as a Service (iPaaS) solutions, such as Boomi, Workato, MuleSoft, Azure Logic Apps, or comparable technologies.
• Identify and execute opportunities to automate finance processes, including order-to-cash, procure-to-pay, record-to-report, and financial planning and analysis.
• Build and implement financial dashboards, reporting tools, and data visualizations using Power BI, Tableau, or similar platforms.
• Work with CFOs, controllers, and finance leaders to understand business requirements and translate them into technical solutions.
• Evaluate existing technology environments, identify gaps, and recommend improvements to data architecture, systems integration, and reporting capabilities.
• Support and participate in AI and automation workshops with client leadership to identify practical applications for finance and accounting functions.
• Develop and implement automation and AI-enabled solutions to improve financial processes, reporting, forecasting, and data analysis.
• Collaborate with client IT teams on system architecture, integrations, data security, access, and technology implementation.
• Support financial systems integration and data consolidation efforts related to acquisitions and organizational changes.
• Manage technical components of client engagements, including requirements gathering, solution design, development, testing, and implementation.
• Work across multiple client engagements and industries, including middle-market and private equity-backed businesses.
• Contribute to practice development initiatives, internal tools, and the evaluation of emerging technologies.

What You Bring

• Strong technical proficiency in Python and SQL, with the ability to independently write, troubleshoot, and maintain code.
• Hands-on experience developing data pipelines, data warehouses, and ETL/ELT processes.
• Experience with cloud data platforms such as Microsoft Fabric, Azure Synapse, Snowflake, Databricks, Google BigQuery, or similar technologies.
• Experience designing and implementing Power BI dashboards, data models, and financial reporting solutions.
• Familiarity with automation platforms such as Power Automate, Alteryx, or robotic process automation (RPA) tools.
• Knowledge of API integrations, data connectivity, and Integration Platform as a Service (iPaaS) technologies.
• Familiarity with ERP and financial systems such as NetSuite, Sage Intacct, Microsoft Dynamics, SAP, QuickBooks, or similar applications.
• Understanding of financial statements, financial reporting, and core accounting and finance processes.
• Ability to translate business and financial requirements into practical technical solutions.
• Experience working with complex datasets across multiple systems, entities, and data sources.
• Familiarity with AI, machine learning, large language models (LLMs), and their applications within finance and accounting is preferred.
• Strong analytical and problem-solving skills with a hands-on approach to technology implementation.
• Ability to communicate technical concepts clearly to CFOs, controllers, and other nontechnical stakeholders.
• Experience gathering requirements, participating in client workshops, and presenting recommendations to business leaders.
• Ability to collaborate with finance, accounting, and IT professionals throughout the project lifecycle.
• Comfortable working in fast-paced client environments with evolving requirements and varying levels of technology maturity.
• Strong organizational skills and the ability to manage multiple priorities and engagements.
• Entrepreneurial mindset with an interest in contributing to the continued growth of Stout's CFO Advisory practice.

Education and/or Training

• Bachelor's degree in Computer Science, Information Systems, Data Analytics, Finance, Accounting, or a related field.
• 4–6+ years of experience in data engineering, data analytics, finance transformation, technology consulting, or a related discipline.
• Experience in professional services, consulting, financial systems implementation, or finance-focused technology roles preferred.
• Experience supporting middle-market or private equity-backed companies is a plus.
• Experience with financial reporting automation, systems integration, or data architecture implementation preferred.
• Relevant certifications in Microsoft Azure, Power BI, Snowflake, Databricks, or comparable technologies are a plus.
• Knowledge of additional programming languages such as R or VBA is beneficial.
• Position level will be determined based on experience and qualifications.

How You'll Thrive

• Embrace changing client-imposed deadlines with flexibility and adaptability.
• Exhibit strong organizational skills to manage competing priorities effectively.
• Collaborate with engagement leaders and team members while embodying Stout’s core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators.
• Demonstrate a commitment to delivering Relentless Excellence® in client service and team collaboration.

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.

https://www.stout.com/en/careers/benefits

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.

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 $87,000.00 - $195,000.00 . This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.