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!
Corporate FP&A Analyst – Hybrid, 3 days a week onsite in Mequon, WI
Position Purpose / Mission
Join a high‑impact Corporate FP&A team where you will play a critical role in enterprise‑level forecasting, reporting, and scenario modeling. As a trusted business partner, you’ll deliver meaningful insights and recommendations to senior leadership while driving improvements in processes, automation, and data accuracy across the organization. This role is ideal for someone who enjoys solving complex problems, influencing outcomes, and elevating how a business uses financial information to make decisions.
Minimum Qualifications
Bachelor’s degree in Accounting, Finance, or related field
3+ years of progressive FP&A or finance experience
Hands-on experience with budgeting, forecasting, and financial modeling
Strong analytical ability with a talent for turning data into insights
Excellent communication and business partnership skills; able to influence cross-functional teams
Experience using ERP, EPM, or BI tools such as Oracle, Hyperion, Anaplan, Tableau, or Power BI
Advanced proficiency with Excel and PowerPoint
Proven ability to translate financial data into clear, concise insights
Preferred Qualifications
5+ years of experience in FP&A, corporate finance, or strategic analysis
MBA, CPA, or CMA
Manufacturing industry experience
Demonstrated skill in scenario modeling, ROI/IRR analysis, and capital planning
Experience supporting multiple business units or functional teams
Familiarity with automation, data visualization tools, or digital finance technologies
Major Accountabilities
Lead the consolidation and analysis of monthly and quarterly forecasts
Develop advanced financial models to support scenario planning and sensitivity analysis
Provide actionable insights to senior leadership, linking financial results to operational drivers
Partner cross‑functionally with both Corporate and Business Unit Finance to align forecasting methodologies
Develop standardized templates and influence harmonized management reporting across the enterprise
Champion improvements in data quality, efficiency, and reporting automation
Mentor and support junior analysts, sharing best practices and fostering capability development
Follow all Environmental, Quality, and Safety Management System requirements
Meet all essential job functions, with or without reasonable accommodation
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).