Manager, Financial Planning and Analysis at C.A. Carlin

Schaumburg, ILFull-timeFinance Posted 17 days ago

About the Role

Who We Are C.A. Carlin stands as one of the preeminent privately owned sales agencies within the Consumer Packaged Goods (CPG) industry. Founded in 1962, the company has established its reputation through enduring partnerships rooted in integrity and performance, complemented by the agile growth derived from collaborations with operational partners C.A. Fortune and C.A. Ferolie.  The firm specializes in converting complex data into actionable insights, subsequently translating these insights into strategic programs executed with precision by our team — reliably delivering measurable results that align with our clients' objectives and schedules.  With a workforce comprising over 300 associates across multiple offices nationwide, we integrate profound expertise in various categories with a people-first approach. This strategy has earned the trust of a portfolio of iconic global brands. The combination of national reach and personalized service enables the brands we serve to achieve sustainable and meaningful growth.  C.A. Carlin is dedicated to cultivating an inclusive workplace environment. We recognize that a diversity of perspectives enhances our innovation capabilities and deepens our connections with clients, colleagues, and the broader communities we serve.   About The Role We're looking for an FP&A Manager to lead financial planning and analysis for C.A. Carlin, with direct oversight of our Commission Reconciliation and Revenue Management team. You'll own forecasting, budgeting, and reporting — including a rolling 24-month forecast and the revenue portion of our budget — and lead Sales reporting, Revenue Management, and channel reporting, while partnering with our Senior Vice President of Finance on board-level financial reporting. This is a great fit for someone who wants to combine strategic financial partnership with people leadership.  Work Location This role is based in our Schaumburg, IL headquarters and follows a hybrid schedule, in office 3 days a week. Minimal travel is required.  What You'll Do <ul> <li data-leveltext="●" data-font="" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1">Lead Sales reporting and Revenue Management, owning forecasting, budgeting, reporting, and variance analysis across the business </li> </ul> <ul> <li data-leveltext="●" data-font="" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Maintain a rolling 24-month forecast that reflects current business trends and strategy </li> </ul> <ul> <li data-leveltext="●" data-font="" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="1">Own the revenue portion of the company's budgeting and forecasting process </li> </ul> <ul> <li data-leveltext="●" data-font="" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"hybridMultilevel"}" data-aria-posinset="4" data-aria-level="1">Lead channel reporting for C.A. Carlin </li> </ul> <ul> <li data-leveltext="●" data-font="" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"hybridMultilevel"}" data-aria-posinset="5" data-aria-level="1">Lead collections efforts and the identification of revenue earned but not yet collected </li> </ul> <ul> <li data-leveltext="●" data-font="" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"hybridMultilevel"}" data-aria-posinset="6" data-aria-level="1">Compare actuals to budget and forecast, identify root causes of variances, and bring forward actionable recommendations </li> </ul> <ul> <li data-leveltext="●" data-font="" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"hybridMultilevel"}" data-aria-posinset="7" data-aria-level="1">Support preparation of board-level financial and business reporting on a monthly, quarterly, and annual basis </li> </ul> <ul> <li data-leveltext="●" data-font="" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"hybridMultilevel"}" data-aria-posinset="8" data-aria-level="1">Manage, develop, and direct the Commission Reconciliation and Revenue Management team </li> </ul> What You'll Bring <ul> <li data-leveltext="●" data-font="" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"hybridMultilevel"}" data-aria-posinset="9" data-aria-level="1">Bachelor's degree in Finance, Accounting, or Business </li> </ul> <ul> <li data-leveltext="●" data-font="" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"hybridMultilevel"}" data-aria-posinset="10" data-aria-level="1">5–8 years of progressive FP&A experience, with demonstrated ownership of a full forecast/budget cycle </li> </ul> <ul> <li data-leveltext="●" data-font="" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"hybridMultilevel"}" data-aria-posinset="11" data-aria-level="1">Advanced Excel and financial modeling skills, with the ability to build, stress-test, and explain models under questioning </li> </ul> <ul> <li data-leveltext="●" data-font="" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"hybridMultilevel"}" data-aria-posinset="12" data-aria-level="1">Experience managing, developing, or mentoring team members</li> </ul> Nice To Have <ul> <li data-leveltext="●" data-font="" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"hybridMultilevel"}" data-aria-posinset="13" data-aria-level="1">MBA or CPA </li> <li data-leveltext="●" data-font="" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"hybridMultilevel"}" data-aria-posinset="14" data-aria-level="1">Experience with QuickBooks, Aptean, and business intelligence (BI) reporting tools </li> <li data-leveltext="●" data-font="" data-listid="1" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769242":[8226],"469777803":"left","469777804":"●","469777815":"hybridMultilevel"}" data-aria-posinset="14" data-aria-level="1"> Demonstrated experience leveraging AI and emerging technologies to streamline FP&A processes, enhance analysis, and improve reporting efficiency</li> </ul> Compensation & Benefits The anticipated base salary range for this role is $115,0000 - $130,000 per year, depending on experience, qualifications, and geographic location. This role is also bonus eligible.  Perks <ul> <li>PTO and Sick Days</li> <li>11 paid company holidays per year</li> <li>1 Floating Holiday</li> <li>2 paid volunteer days per year</li> <li>3 months fully paid parental leave (regardless of gender)</li> <li>Medical, dental, and vision</li> <li>Paid company life insurance</li> <li>401k with company match</li> <li>Summer hours (half day Fridays from Memorial Day thru Labor Day)</li> <li>Work from home flexibility</li> </ul> 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.

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