Financial Planning & Analysis Analyst III

Charter Manufacturing; Mequon (WI); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health, dental, and vision benefits

401(k) with employer matching and 3%+?

Company-paid life insurance

Disability coverage

Paid time off (PTO)

Job summary

Charter Manufacturing seeks a Corporate FP&A Analyst to drive enterprise forecasting, reporting, and scenario modeling. You will partner with senior leadership to provide insights and improve processes, automation, and data accuracy across the organization.

Hybrid role with three days onsite in Mequon, WI. You'll analyze monthly/quarterly forecasts, build models, and support capital planning, partnering with Corporate and Business Unit Finance to align forecasting methodologies.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 3+ years FP&A or finance experience.
• Hands-on budgeting, forecasting, and financial modeling.
• Strong analytical ability to turn data into insights.
• Excellent communication and cross-functional partnership skills.
• Experience with ERP, EPM, or BI tools (Oracle, Hyperion, Anaplan, Tableau, Power BI).
• Advanced proficiency with Excel and PowerPoint.
• Proven ability to translate financial data into clear, concise insights.

Responsibilities

• Lead 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 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.

Skills

Analytical skills

Business partnership

Strong communication

Excel expertise

PowerPoint

Education

Bachelor's degree in Accounting/Finance

MBA/CPA/CMA (preferred)

Tools

Oracle

Hyperion

Anaplan

Tableau

Power BI

Job description

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).