Financial Planning and Analysis Manager – FP&A

Jobtailor; Chicago (IL); On-site; USD 110,000 - 170,000; Full time

Job summary

Jobtailor is seeking an embedded FP&A lead to own forecasting, budgeting, reporting, and variance analysis across core Brokerage, Build, and In-Store lines. You will partner with SVP-level stakeholders to translate strategy into accurate forecasts and provide leadership with variance insights.

The role requires 5–8 years in FP&A, advanced Excel and modeling, and prior experience in agency/brokerage or CPG environments.

Qualifications

• Bachelor’s degree in Finance, Accounting, or Business; MBA or CPA preferred.
• 5–8 years FP&A experience with ownership of full forecast/budget cycle.
• Experience in an agency, brokerage, professional services, or CPG environment preferred.
• Advanced Excel and financial modeling skills; able to stress-test models.
• Ability to build trust and communicate confidently with SVP- and executive-level stakeholders.

Responsibilities

• Serve as embedded FP&A lead for core Brokerage, Build, and In-Store, owning forecasting, budgeting, reporting, and variance analysis for each.
• Support month-end close, forecast development, business leader readouts, and recurring business reporting.
• Partner with executive leadership to translate spending, strategy, and plans into forecasts.
• Provide updates to VP Finance on risks, opportunities, and in-flight changes.
• Compare actuals to budget/forecast, identify variance causes, and provide actionable recommendations.
• Prepare leadership-ready recurring performance reports and insights.

Skills

Forecasting

Budgeting

Variance Analysis

Financial Modeling

Advanced Excel

Business Partnering

Independent Work

Stakeholder Communication

Education

Bachelor's degree

MBA

CPA

Tools

Workday Adaptive Planning

Sage Intacct

Salesforce

Job description

• 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
• Support month-end close, forecast development, business leader readouts, and recurring business reporting
• Partner with SVP- and executive-level business leaders to translate spending, strategy, and organizational plans into forecasts
• Keep the VP Finance informed of risks, opportunities, and in-flight updates
• Compare actual results to budget and forecast, identify variance root causes, and provide actionable recommendations
• Build and own recurring business performance reports for leadership
• Develop working knowledge of brokerage, Build, and In-Store business economics
• Partner with Commissions, Accounting, and Revenue Operations to align forecasts and reporting
• Conduct financial analysis of strategic initiatives and identify trends influencing business decisions
• Prepare content for leadership and board-level reviews
• Perform other duties as assigned

Requirements

• Bachelor’s degree in Finance, Accounting, or Business field; MBA or CPA highly preferred
• 5–8 years of progressive FP&A experience, with demonstrated ownership of a full forecast/budget cycle
• Prior experience in an agency, brokerage, professional services, or CPG environment strongly preferred
• Ability to build trust and communicate confidently with SVP- and executive-level stakeholders
• Advanced Excel and financial modeling skills, including building, stress-testing, and explaining models
• Experience with Workday Adaptive Planning, Sage Intacct, and/or Salesforce a plus
• Strong critical thinking and business partnering orientation
• Ability and desire to operate independently in a fast-changing environment, ramp quickly, and manage ambiguity with limited guidance
• Strong ownership of areas of responsibility and processes
• Meticulous, highly organized, and self-directed, with ability to manage multiple concurrent workstreams and competing deadlines

Core Competencies

Demonstrates expertise in financial planning and analysis, including forecasting, budgeting, and variance analysis, while effectively partnering with executive leadership to drive strategic business decisions. Proficient in advanced financial modeling and reporting, with a strong ability to communicate insights and recommendations to stakeholders.

Highest-signal resume keywords

• FP&A Experience
• Financial Modeling
• Advanced Excel Skills
• Workday Adaptive Planning
• Business Partnering

ATS Optimization Keywords

Hard Skills

• Forecasting
• Budgeting
• Variance Analysis
• Financial Analysis
• Reporting

Soft Skills

• Critical Thinking
• Communication
• Organizational Skills
• Independence
• Trust Building

Certifications & Qualifications

• MBA
• CPA

Industry Keywords

• Brokerage
• Professional Services
• CPG
• Agency

Tools & Technologies

• Workday Adaptive Planning
• Sage Intacct
• Salesforce