Manager, Financial Planning & Analysis (FP&A)

C.A. Fortune•Chicago, IL

2d•$115,000 - $130,000•Hybrid

About The Position

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. The company, C.A. Fortune, is a national consumer-centric integrated commerce agency built to help brands win at retail by delivering sales strategy, in-store execution, full-service marketing, and digital commerce. They are passionate, energetic, and motivated by helping brands win over customers and consumers, bringing together sales experts, marketers, e-commerce specialists, data analysts, and creatives with a shared mission. C.A. Fortune believes great people build great brands and aims to help brands of all sizes grow, compete, and lead.

Requirements

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.

Nice To Haves

MBA or CPA highly preferred.
Prior experience in an agency, brokerage, professional services, or CPG environment strongly preferred.
Experience with Workday Adaptive Planning, Sage Intacct, and/or Salesforce a plus.

Responsibilities

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.