Job Description

Senior Financial Analyst

At C.A. Fortune, we aspire to maintain our position as the nation's leading consumer brands agency. We realize how fortunate we are 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.

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.

Overview Of The Role

• The Senior Financial Analyst will support forecasting and budgeting process, ensuring alignment with organizational goals.
• Location: Hybrid to Chicago, IL 3 days in office Tuesday, Thursday & one flex day in office, the rest remote
• Salary range $80,000 - $120,000 based on experience, qualifications and skills.
• At C.A. we're not looking for perfection, just people that want to commit to 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

• Own and oversee the full revenue forecast process for Brokerage and Emerging Business units, including all related deliverables with minimal supervision.
• Lead monthly forecast meetings with revenue leaders to ensure alignment, accuracy, and consistency across business units.
• Develop and maintain advanced financial models and tools to support strategic planning and performance tracking.
• Support quarterly board presentations with financial insights, forecasts, and variance analysis to help narrate the business story.
• Act as a strategic partner to business unit leaders, providing proactive financial guidance and scenario planning.
• Manage a high-volume task list with competing priorities, demonstrating exceptional time management and organizational skills.
• Drive process improvements and automation across reporting and forecasting workflows.
• Communicate proactively and consistently with cross-functional teams and senior leadership.
• Mentor junior analysts and contribute to a culture of continuous learning and development.

What You Should Bring To The Table

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
• 46 years of progressive experience in FP&A, preferably in a high-growth or CPG environment.
• Strong proficiency in accounting required.
• Proven experience owning forecasts and presenting to senior leadership.
• Advanced proficiency in Excel, PowerPoint, and financial planning tools.
• Strong analytical skills with the ability to translate data into actionable insights.
• Excellent communication and executive presence.
• Highly organized, self-motivated, and able to manage multiple deadlines independently.
• Demonstrated leadership and strategic thinking capabilities.

Perks

• 16 days of PTO
• 11 paid company holidays per year
• 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

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.

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