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CharterUP · 6 hours ago

FP&A Analyst

Atlanta, GA

Full-time

Hybrid

Entry, Mid Level

$90K/yr - $110K/yr

1+ years exp

CharterUP is transforming the group transportation industry with innovative SaaS software and cutting-edge technology. The FP&A Analyst will contribute to budgeting, forecasting, and strategic financial analysis, collaborating closely with senior leadership to drive data-informed decisions and enhance financial planning processes.

MarketplaceTransportationTravel

Growth Opportunities

Responsibilities

Drive financial planning cycle, including annual budgets, quarterly re-forecasts, long-term plan

Advise the executive team, providing insights and analysis that drive company performance and growth

Quarterback materials and help deliver financial results to the board, potential investors, and executive team, with a focus on key business drivers and actionable insights

Play a key role in future fundraises and target acquisitions

Collaborate with business leaders across Sales, Marketing, Service Operations, Tech, and People to align financial goals with business objectives

Drive financial decision-making support for major company initiatives, including new market entry and product development

Drive process improvements across org to drive Net Revenue, Repeat Business, and EBITDA

Champion automation leveraging AI

Be a role model for operational excellence and career development

Design and implement scalable planning tools, financial models, and reporting systems that drive company objectives

Drive the monthly and quarterly financial reporting and KPI dashboards for leadership and investors

Analyze financial performance, including revenue trends, cost drivers, and profitability metrics, to identify areas of improvement

Highlight material insights and recommend corrective action

Qualification

Financial modelingBudgetingForecastingSQLPythonBI toolsM&A experienceStrategic financeOperational excellenceProject managementCollaboration

Required

Bachelor's degree in Finance, Economics, or a quantitative field (math, computer science, physics) from top academic institution

Experience in financial modeling and driving to completion investor-grade presentations

Track record of executing complex projects for clients, executive teams, or investors

Preferred

Preference for 1-2 years in investment banking in M&A / industry coverage group with multiple live-deal assignments or 1-2 years in management consulting with meaningful project experience; equivalent experience considered

Experience at a successful tech startup in FP&A, corporate finance, or strategic finance a plus

Ability to quickly learn BI tools, SQL, and basic python

Benefits

Remote-First Flexibility: Work from anywhere we hire, with built-in flexibility. U.S.-based employees may reside in any of our 19 approved states.

Comprehensive Health & Wellness: Medical, dental, and vision insurance, mental health support, virtual care, gym discounts, and family-building benefits. In the U.S., we cover 100% of premiums for employees. International benefits align with local standards.

Time Off to Recharge: Paid time off so you can truly unplug. U.S.: 15 PTO days (increasing to 20 after 2 years) + 8 paid holidays. International policies vary by country.

Financial Peace of Mind: Company-paid life, short-term, and long-term disability insurance where available.

Performance-Driven Culture: Join a fast-moving, ambitious, and collaborative team that wins together.

Referral Rewards: Earn bonuses for bringing top talent to the team.

Planning for the Future: Long-term financial planning support. U.S.: 401(k) plan. International: region-specific savings programs where applicable.

Top-Tier Tech: Choose a Mac or PC, plus monitor, keyboard, and mouse to hit the ground running.