Bachelor's degree in Finance, Accounting, or Business; MBA or CPA preferred.
5-8 years of experience in FP&A with full ownership of forecasting and budgeting cycles.
Agency, brokerage, professional services, or CPG experience is strongly preferred.
Ability to communicate confidently with senior leadership, demonstrating professionalism and polish.
Advanced Excel and financial modeling skills required.
Experience with Workday Adaptive Planning, Sage Intacct, or Salesforce is a plus.
Strong critical thinking with business partnering skills.
Responsibilities
Serve as the FP&A lead for Brokerage, Build, and In-Store, managing forecasting and budgeting.
Support month-end close and business reporting throughout the finance calendar.
Collaborate with SVP and executive leaders on strategic financial decisions.
Proactively inform the VP of Finance about risks and updates.
Analyze variances between actual results and forecasts, providing actionable insights.
Create and manage performance reports for leadership's review.
Develop a deep understanding of brokerage and emerging business models.
Benefits
PTO and sick days
11 paid company holidays annually
1 floating holiday
2 paid volunteer days each year
Bonus eligible
3 months fully paid parental leave
Medical, dental, and vision insurance
Paid life insurance
401k with company match
Summer hours with half-day Fridays from Memorial Day to Labor Day
Flexible work-from-home options
Full Job Description
Overview of the Role
This FP&A Manager - Brokerage & Emerging Business role, is built for a high-potential Senior Financial Analyst or a junior-level Manager ready to step into a broader, more strategic FP&A seat. In its first phase, the FP&A Manager will not carry direct reports - the early focus is on developing deep fluency in our core brokerage business, our Build (emerging business) unit, and In-Store, and becoming the trusted financial partner to the executives who run them. As scope expands, so will the opportunity to build and lead a team.
Location: Chicago, IL will observe a hybrid schedule in office 3 days a week
Salary range $115,000 - $130,000 based on experience, qualifications and skills.
At C.A. we're not looking for perfection, just people that want to commit to a us and grow their careers long-term. We are on a mission to build better brands that inspire healthier lifestyles for consumers and their families. If you're looking for a sign to apply, here it is!
What You'll do at C.A. Fortune
Serve as the embedded FP&A lead for our core Brokerage business, Build (emerging business), and In-Store - owning forecasting, budgeting, reporting, and variance analysis for each.
Follow the standard finance calendar cadence: support month-end close in week one, then move into forecast development, business leader readouts, and ownership of recurring business reporting for the remainder of the cycle.
Partner directly with SVP- and executive-level business leaders to understand upcoming spend, business strategy, and organizational plans, translating that context into forecasts that reflect where the business is actually headed.
Proactively keep the VP Finance appraised of risks, opportunities, and in-flight updates - surfacing issues early rather than waiting to be asked.
Compare actual results to budget and forecast, identify root causes of variances, and bring forward actionable recommendations rather than just the numbers.
Build and own a suite of recurring business performance reports used by leadership to run their part of the business.
Build deep working knowledge of the brokerage commercial model and the economics of the Build and In-Store businesses specifically.
Partner cross-functionally with Commissions, Accounting, and Revenue Operations to ensure forecasts and reporting stay aligned across the business.
Conduct financial analysis of strategic initiatives to identify trends that should influence business decisions.
Prepare content for ongoing leadership and board-level reviews as needed.
Performs other duties as assigned.
What You Should Bring to the Table
Bachelor's degree in Finance, Accounting, or Business field; MBA or CPA highly preferred.
5 - 8 years of progressive experience in FP&A experience, with demonstrated ownership of a full forecast/budget cycle - not solely report production.
Prior experience in an agency, brokerage, professional services, or CPG environment strongly preferred.
Demonstrated ability to build trust and communicate confidently with SVP- and executive-level stakeholders; this side of the business is entirely senior leaders, and professionalism and polish matter.
Advanced Excel and financial modeling skills, including the ability to build, stress-test, and explain models under questioning.
Experience with Workday Adaptive Planning, Sage Intacct, and/or Salesforce a plus.
Strong critical thinking and business partnering orientation - comfortable challenging assumptions, connecting dots across data sources, and driving change rather than just executing tasks.
Ability and desire to operate independently in a fast-changing environment, ramp quickly, and manage ambiguity with limited guidance.
Has a strong sense of ownership for areas of responsibility and processes.
Meticulous, highly organized, and self-directed, with the ability to manage multiple concurrent workstreams and competing deadlines.
Perks
PTO and sick days
11 paid company holidays per year
1 floating holiday
2 paid volunteer days per year
Bonus eligible
3 months fully paid parental leave (regardless of gender)
Medical, dental, and vision
Paid company life insurance
401k with company match
Summer hours (half day Fridays from Memorial Day thru Labor Day)
