What We Do

• At C.A. Fortune, we aspire to maintain our position as the nation’s leading consumer brands agency. We realize how fortunate we are (pun intended) to offer comprehensive solutions to our clients. From sales management to marketing, all the way down to insights and e-commerce, our boutique service model offers a breadth of services to our clients.

Who We Are

• People. Passion. Purpose. Our people are the core of our business. Our unique boutique service model allows our people to follow their passions with a purpose, all while delivering excellent services to our clients. At C.A., we live and breathe our values. We are fearless and curious innovators who lead with solutions, empower others, and do the right thing, always. We are a family-first organization and recognize the importance of a healthy and flexible work-life balance, a positive support system, and the power of diversity and inclusion.

What You Will Be a Part Of

We are on a mission to build better brands that inspire healthier lifestyles for consumers and their families. Join us!

The Role

Senior Financial Analyst, Planning & Analysis

What You'll Do

• Serve as the primary contact for our Marketing and Retail services area of the business as well as our core revenue generating department, among others.
• Support the forecasting and budgeting process, ensuring alignment with organizational goals.
• Engage frequently with members of leadership and our executive team to plan and analyze business performance by identifying gaps between business goals and objectives such as month end variances on the P&L to the budget, forecast and PY.
• Engage frequently with our sales and client teams to understand coverage changes for more accurate revenue forecasting.
• Compare and analyze actual financial results against budgets and forecasts, providing variance analysis and actionable recommendations.
• Conduct thorough financial analysis of strategic initiatives that help identify business trends to drive and influence business performance/decisions.
• Support the development of a pricing and forecast strategy across our retail services department.
• Proactively identify financial trends and key performance indicators. 
• Make data-driven recommendations for process improvements, cost savings, and revenue enhancements based on trend analysis. 
• Prepare content for ongoing leadership and board reviews as needed.
• Performs other duties as assigned.

Experience and Skills You Will Need

• Bachelor’s degree in Finance, Accounting, or a related field required.
• 4 years of experience in financial analysis.
• Excellent excel skills with advance formula knowledge and ability to merge and consolidate multiple sources of data .
• Advanced skills in MS Office (Excel, PowerPoint, etc.) is required.
• Experience with Salesforce, Sage Intacct and Workday Adaptive Planning a plus.
• Experience in CPG space a huge plus.
• Ability to communicate financial requirements to other audiences and communicate with confidence to executive leadership regarding financial analysis and strategic initiatives.
• Excellent analytical skills along with the ability to create and present detailed reports.
• Learns quickly and has strong problem-solving and critical thinking skills.
• Strong time and people management skills with ability and desire to work independently with guidance in a rapidly changing environment.
• Has a strong sense of ownership for areas of responsibility and processes.
• Meticulous, highly organized and self-directed approach to work, including the ability to handle multiple projects simultaneously in a fast paced environment and prioritize competing tasks in time-constrained situations.

Location: Hybrid; Chicago Office 

After over two years of living through a Pandemic, C.A. understands that going back to “normal” doesn’t quite look like the normal we once knew. That said, we offer employees a flexible, hybrid working schedule. For non-remote roles, employees work 2-3 days in office and the others from home. We also offer “summer hours” on Fridays during the summer months. We believe flexibility is key to a success hybrid environment.

What We Offer

• Up to 26 days of PTO, accrual with tenure
• 11 paid company holidays per year
• 2 paid volunteer days per year
• 3 months fully paid parental leave (regardless of gender)
• Medical, dental, and vision
• Monthly cell phone allowance
• Paid company life insurance
• 401k with company match
• Summer hours (half day Fridays from Memorial Day thru Labor Day)
• Work from home flexibility

What We Value

Our People, Our Passion, and Our Purpose.

• Innovate Fearlessly: We value radical candor and actionable feedback to deliver our best selves to our clients and our colleagues. From our services to processes and everything in between, we bring all our ideas to the table, and no idea is too big or small.
• Empower Others: Our leaders encourage their teams to bring their whole selves to work by being authentic, humble, and inclusive. All voices and perspectives are valued, and everything that is brought to the table matters, from our newest team member to our CEO.
• Lead with Solutions: Our vertical integration allows us to connect a multitude of CPG services into one convenient package to ensure your products receive best in class representation. We provide boutique service on a national scale, which provides a one-of-a-kind opportunity to bring brands to the next level.
• Stay Curious: Our consistent curiosity and obsession with staying at the forefront of the consumer industry allows us the ability to be nimble and create unique partnerships that over-deliver results.
• Do the Right Thing, Always: At C.A. we act in the best interest of our clients, and always do what’s right. We pride ourselves on our unique ability to be nimble with no red tape blocking our path.

Come As You Are

C.A. Fortune 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.