FP&A Analyst III

Charter Manufacturing • Mequon, WI

10d

About The Position

Charter Manufacturing is a fourth-generation family-owned business where our will to grow drives us to do it better. Join the team and become part of our family! POSITION PURPOSE/MISSION: Serve as a key business partner supporting enterprise-level forecasting, reporting, and scenario modeling. Deliver actionable insights and recommendations to senior leaders while leading process improvements and automation efforts within Corporate FP&A.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• 3+ years of progressive FP&A or finance experience.
• Experience with budgeting, forecasting, and financial modeling.
• Strong analytical skills with ability to synthesize financial data and communicate insights.
• Strong business acumen and communication skills with ability to influence across teams.
• Proven ability to synthesize financial data and communicate insights clearly
• Familiarity with ERP, EPM, and BI tools (e.g., Oracle, Hyperion, Anaplan, Tableau, Power BI).
• Advanced Excel and Powerpoint proficiency.

Nice To Haves

• 5+ years of FP&A, corporate finance, or strategic analysis experience.
• MBA, CPA, or CMA.
• Manufacturing industry experience.
• Proven experience in scenario modeling, ROI/IRR analysis, and capital planning.
• Experience supporting multiple business units or functions.
• Familiarity with automation, data visualization, or digital finance tools.

Responsibilities

• Lead consolidation and analysis of monthly and quarterly forecasts.
• Develop advanced financial models for scenario planning and sensitivity analysis.
• Provide business insights to senior leadership, connecting financial results to operational performance.
• Partner cross-functionally with BU and Corporate Finance to align forecasting methodologies.
• Develop standardized templates and influence harmonized management reporting opportunities
• Drive improvements in data accuracy, efficiency, and reporting automation.
• Mentor and train junior analysts on FP&A processes and tools.
• Follow Environmental, Qualify and Safety Management System procedures and requirements.
• Ability to meet the essential job requirements, with or without reasonable accommodation, as outlined in the job description.

Benefits

• We offer comprehensive health, dental, and vision benefits, along with a 401(k) plan that includes employer matching and profit sharing.
• Additionally, we offer company-paid life insurance, disability coverage, and paid time off (PTO).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees