Financial Planning and Analysis Manager – FP&A

C.A. Fortune

FP&A Manager guiding forecasting, budgeting, and reporting for C.A. Fortune’s integrated commerce agency.

Posted 8/4/2026full-timeChicago • Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $115,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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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 ExperienceFinancial ModelingAdvanced Excel SkillsWorkday Adaptive PlanningBusiness Partnering

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ForecastingBudgetingVariance AnalysisFinancial AnalysisReporting

Soft Skills

Critical ThinkingCommunicationOrganizational SkillsIndependenceTrust Building

Tools & Technologies

Workday Adaptive PlanningSage IntacctSalesforce

Certifications & Qualifications

MBACPA

Industry Keywords

BrokerageProfessional ServicesCPGAgency

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & 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