Manager, Financial Planning & Analysis (FP&A)

Cafortune; Chicago (IL); Hybrid; USD 115,000 - 130,000; Full time

Benefits offered by this job

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

Medical, dental, and vision

401k with company match

Summer hours (half day Fridays)

Work from home flexibility

Job summary

C.A. Fortune is seeking an FP&A Manager in Chicago to own forecasting, budgeting, reporting, and variance analysis for Brokerage, Build, and In-Store segments. You will partner with senior leaders to translate strategy into actionable forecasts and manage month-end processes.

The role requires 5–8 years of FP&A experience, strong Excel and modeling skills, and familiarity with Workday Adaptive Planning. Hybrid schedule; salary range $115,000–$130,000 depending on experience.

Qualifications

• 5–8 years of progressive FP&A experience with ownership of a full forecast/budget cycle
• Degree in Finance, Accounting, or Business; MBA or CPA highly preferred
• Advanced Excel and financial modeling skills; ability to stress-test and explain models

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 forecast development and leadership readouts.
• Partner with SVP- and executive-level leaders to translate strategy into forecasts; surface risks and opportunities early.

Skills

FP&A experience

Executive-level partnering

Financial modeling

Education

Bachelor’s degree in Finance/Accounting/Business

MBA or CPA

Tools

Workday Adaptive Planning

Sage Intacct

Salesforce

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)
• Work from home flexibility

Come As You Are

C.A. is committed to making our company more inclusive. Diversity fuels our innovation and better connects us to our clients, our colleagues, and our communities. Based on research, we know that women and other marginalized groups tend to apply to roles only when their experience perfectly matches the job description. That said, we encourage you to apply if you meet the majority of qualifications, especially if this role aligns with your career trajectory.