Charter Manufacturing · 1 day ago
Financial Planning & Analysis Analyst III
Mequon, WI
Full-time
Onsite
Mid, Senior Level
3+ years expCharter Manufacturing is a fourth-generation family-owned business committed to growth and improvement. The role involves supporting enterprise-level forecasting, reporting, and scenario modeling, while delivering insights and leading process improvements within Corporate FP&A.
ManufacturingMining
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
Qualification
Required
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
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
Benefits
Comprehensive health, dental, and vision benefits
401(k) plan that includes employer matching and profit sharing
Company-paid life insurance
Disability coverage
Paid time off (PTO)
Company
Charter Manufacturing
Charter Manufacturing is a mining & metals company that provides steel and iron products.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
John W. Mellowes
CEO
Tom Marry
President and COO
Recent News
2023-03-10
BizTimes - Milwaukee Business News
2023-01-05
Company data provided by crunchbase