Manager, Financial Planning and Analysis

C.A. Carlin•Schaumburg, IL

1d•Hybrid

About The Position

C.A. Carlin is seeking an FP&A Manager to lead financial planning and analysis for the company, with direct oversight of the Commission Reconciliation and Revenue Management team. This role involves owning forecasting, budgeting, and reporting, including a rolling 24-month forecast and the revenue portion of the budget. The manager will also lead Sales reporting, Revenue Management, and channel reporting, and partner with the Senior Vice President of Finance on board-level financial reporting. This position is ideal for someone looking to combine strategic financial partnership with people leadership.

Requirements

Bachelor's degree in Finance, Accounting, or Business
5–8 years of progressive FP&A experience, with demonstrated ownership of a full forecast/budget cycle
Advanced Excel and financial modeling skills, with the ability to build, stress-test, and explain models under questioning
Experience managing, developing, or mentoring team members

Nice To Haves

MBA or CPA
Experience with QuickBooks, Aptean, and business intelligence (BI) reporting tools

Responsibilities

Lead Sales reporting and Revenue Management, owning forecasting, budgeting, reporting, and variance analysis across the business
Maintain a rolling 24-month forecast that reflects current business trends and strategy
Own the revenue portion of the company's budgeting and forecasting process
Lead channel reporting for C.A. Carlin
Lead collections efforts and the identification of revenue earned but not yet collected
Compare actuals to budget and forecast, identify root causes of variances, and bring forward actionable recommendations
Support preparation of board-level financial and business reporting on a monthly, quarterly, and annual basis
Manage, develop, and direct the Commission Reconciliation and Revenue Management team