CM
FP&A Analyst III
full-time•Mequon
About this role
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.
MINIMUM QUALIFICATIONS:
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.
PREFERRED QUALIFICATIONS:
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.
MAJOR ACCOUNTABILITIES:
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.
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 you'll do
- The FP&A Analyst III will lead the consolidation and analysis of forecasts and develop advanced financial models for scenario planning. They will provide business insights to senior leadership and drive improvements in data accuracy and reporting automation.
About Charter Manufacturing
Charter Manufacturing Company, Inc. is a family-owned group of differentiated metals manufacturing businesses founded in 1936. Our will to grow is our success. It is the result of Charter’s respected team of employees, each person’s dedication to continuous improvement and an entrepreneurial spirit that thrives within the Charter family.
Our businesses include Charter Steel, Charter Dura-Bar, Charter Wire and Charter Aarrowcast.
Connect with us and learn about the stories and successes our family of employees share.
Visit http://www.chartermfg.com/work/jobs/ to learn more about opportunities for employment and where you might fit in.
Ready to join Charter Manufacturing?
Take the next step in your career journey
Frequently Asked Questions
What does a FP&A Analyst III do at Charter Manufacturing?
As a FP&A Analyst III at Charter Manufacturing, you will: the FP&A Analyst III will lead the consolidation and analysis of forecasts and develop advanced financial models for scenario planning. They will provide business insights to senior leadership and drive improvements in data accuracy and reporting automation..
Is the FP&A Analyst III position at Charter Manufacturing remote?
The FP&A Analyst III position at Charter Manufacturing is based in Mequon, Wisconsin, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the FP&A Analyst III position at Charter Manufacturing?
You can apply for the FP&A Analyst III position at Charter Manufacturingdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.