Financial Planning & Analysis Analyst III

Charter Automotive; Mequon (WI); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k) with match

Paid time off

Job summary

Charter Manufacturing Company, Inc. in Mequon, WI, is seeking a Corporate FP&A Analyst to join a hybrid team, three days on site. You will lead enterprise forecasting, build advanced models, and provide insights to senior leadership to drive financial decisions.

The role requires 3+ years in FP&A, strong Excel/Power BI skills, and ability to partner cross-functionally with Corporate and BU Finance. This is a full‑time, hybrid opportunity with comprehensive benefits.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 3+ years in FP&A or finance with budgeting, forecasting, and modeling.
• Strong data-to-insights skills and cross-functional collaboration.

Responsibilities

• Lead consolidation and analysis of monthly and quarterly forecasts.
• Develop advanced financial models for scenario planning and sensitivity analysis.
• Provide actionable insights to senior leadership linking results to operational drivers.
• Partner with Corporate and BU Finance to harmonize forecasting methods.
• Create standardized templates and drive reporting automation.
• Mentor junior analysts and improve data quality and efficiency.

Skills

Forecasting & Planning

Financial Analysis

Business Partnering

Excel (Advanced)

PowerPoint

Communication

Education

Bachelor's degree in Accounting or Finance

Tools

Oracle

Hyperion

Anaplan

Tableau

Power BI

Job description

## Financial Planning & Analysis Analyst IIIApplylocations: Charter Manufacturing Company, Inc - Mequon, WItime type: Full timeposted on: Posted Yesterdayjob requisition id: R07927## 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 accommodationWe 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).# OUR STORY# Charter Manufacturing is a family-owned group of diversified metals manufacturing businesses founded in 1936 and headquartered in Mequon, Wis.Our will to grow drives our success. It is fueled by a team of respected and dedicated employees committed to continuous improvement and an entrepreneurial spirit that thrives within the Charter family.# WE ARE INVESTED IN YOUWhen you work at Charter Manufacturing you’re part of a four-generation family business. That means, you’re not just an employee, you’re one of our family members. **We believe in mutual trust.** Employees are respected and empowered to explore new and better ways to impact the success of the company. Employees, at every level, are valued for their motivation to deliver the best products and service. **We are in this together**. Charter has a thriving team environment. Part of being a family means we collaborate, learn, thrive and benefit – together. **We are committed to your future.** The forward thinking and enthusiasm from our team drives us to create resources and opportunities for employees to learn, develop and create their own future. **We celebrate you.** We are successful because of our employees — and their great work doesn’t go unnoticed. We recognize and reward our employees for their contributions.