Manager, Financial Planning & Analysis (FP&A)

C.A. Fortune•Chicago, IL

1d•Hybrid

About The Position

This FP&A Manager - Brokerage & Emerging Business role is designed for a high-potential Senior Financial Analyst or a junior-level Manager ready to take on a broader, more strategic FP&A position. Initially, the FP&A Manager will not have direct reports, focusing on developing a deep understanding of our core brokerage business, our Build (emerging business) unit, and In-Store operations. The goal is to become the trusted financial partner for the executives leading these areas. As the role evolves, there will be opportunities to build and lead a team. The position is located in Chicago, IL, with a hybrid schedule requiring three days a week in the office. The salary range is $115,000 - $130,000, depending on experience, qualifications, and skills. C.A. Fortune is seeking individuals committed to long-term career growth and who are motivated by the mission to build better brands that promote healthier lifestyles.

Requirements

Bachelor’s degree in Finance, Accounting, or Business field.
5 - 8 years of progressive experience in FP&A, with demonstrated ownership of a full forecast/budget cycle.
Demonstrated ability to build trust and communicate confidently with SVP- and executive-level stakeholders.
Advanced Excel and financial modeling skills, including the ability to build, stress-test, and explain models.
Ability and desire to operate independently in a fast-changing environment, ramp quickly, and manage ambiguity with limited guidance.
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.
Strong critical thinking and business partnering orientation — comfortable challenging assumptions, connecting dots across data sources, and driving change rather than just executing tasks.

Responsibilities

Serve as the embedded FP&A lead for the 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 proceed with forecast development, business leader readouts, and ownership of recurring business reporting.
Partner directly with SVP- and executive-level business leaders to understand upcoming spend, business strategy, and organizational plans, translating this context into forecasts that accurately reflect business direction.
Proactively inform the VP Finance about risks, opportunities, and in-flight updates, identifying issues early.
Compare actual results to budget and forecast, identify root causes of variances, and propose actionable recommendations.
Build and own a suite of recurring business performance reports for leadership.
Develop a deep working knowledge of the brokerage commercial model and the economics of the Build and In-Store businesses.
Partner cross-functionally with Commissions, Accounting, and Revenue Operations to ensure alignment in forecasts and reporting.
Conduct financial analysis of strategic initiatives to identify trends that can inform business decisions.
Prepare content for leadership and board-level reviews as needed.
Perform other duties as assigned.