What are the responsibilities and job description for the Financial Planning & Analysis Analyst III position at Charter Manufacturing and Careers?
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).