Senior Financial Analyst - Risk & Controls

Charter Manufacturing; Mequon (WI); On-site; USD 90,000 - 120,000; Full time

Job summary

Charter Manufacturing is seeking a risk and internal controls professional to support the risk management function and internal audit initiatives. You will champion the Key Controls program, guide finance and business teams in identifying significant controls, and coordinate across functions to reduce SOD conflicts and strengthen control effectiveness.

Ideal candidates hold a Bachelor's in Accounting/Finance with 4–6 years of relevant experience, strong communication, and proficiency in MS

Qualifications

• Bachelor’s Degree in Accounting or Finance required.
• 4–6 years of accounting or finance experience.
• Project management experience with leadership and influence.
• Clear verbal and written communication across all levels.
• Ability to adapt to change and work independently with initiative.
• Proficiency with advanced MS Office features.

Responsibilities

• Champion the Key Controls program and guide teams to identify significant controls.
• Maintain governance, transparency, and reporting across units and cycles.
• Lead enhancements to workbooks, guidance, KPI reporting, and mapping.
• Develop practical recommendations to improve internal control design.
• Administer Oracle access evaluation and SOD conflict resolution.
• Coordinate cross-functional efforts to reduce SOD conflicts and ensure access alignment.
• Maintain access requests and dual approvals for sensitive activities.
• Evaluate privileged access as part of Key Controls reviews.
• Support internal audit plans, logistics, and project work as needed.
• Maintain audit-point tracking and risk visibility for remediation.

Skills

Project management

Leadership

Communication

Adaptability

MS Office

Education

Bachelor's degree in Accounting or Finance

Master's degree in Accounting (MAcc) or MBA progress

Tools

Oracle

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!

POSITION PURPOSE/MISSION:

Provide support for the risk management function partnering with corporate and divisional management in the assessment and mitigation of identified risks. Champion the key internal control efforts for Charter Manufacturing. Partner with corporate and business management to analyze controls, provide consultation, and make recommendations for improving the design and effectiveness of the internal control structure. Support internal audit engagements and various insurance-related initiatives.

MINIMUM QUALIFICATIONS:

• Bachelor’s Degree with a major in Accounting or Finance
• 4 to 6 years’ experience in accounting or finance function
• Project management experience, demonstrated leadership skills, and ability to influence and lead others without direct authority
• Ability to communicate clearly and effectively, in both verbal and written form, across all levels of the organization
• Ability to adapt to change, deal with ambiguity, and work independently given extensive latitude for initiative and independent judgment
• Proficiency with advanced features of Microsoft Office software products

PREFERRED QUALIFICATIONS:

• Master's of Accountancy (MAcc) Degree or MBA progress
• Certified Public Accountant (CPA), Certified Internal Auditor (CIA) or Certified Fraud Examiner (CFE) progress
• Experience in risk assessment and risk management
• 6-8 years’ experience in internal or external audit, design and/or testing the internal control structure

MAJOR ACCOUNTABILITIES:

Internal Controls:

• Champion the Key Controls program, by guiding Finance and business teams in identifying significant controls, addressing gaps, documenting remediation, and strengthening accountability for control effectiveness
• Maintain governance of the Key Controls framework while improving standardization, transparency, scalability, ownership, maturity assessment, documentation, and executive reporting across business units and business cycles
• Lead enhancements to Key Controls workbooks, assessment guidance, KPI reporting, system mapping, collaboration tools, and debrief processes to reduce manual work and improve comparability and leadership visibility
• Through a consultative and risk-based approach, partner with the business on developing and implementing practical recommendations that improve internal control design and operating effectiveness
• Administer the company’s software program that evaluates users’ Oracle access and resulting SOD (segregation of duties) conflicts
• Lead cross-functional efforts with Finance, Digital, Operations, and business process owners to reduce Oracle SOD (segregation of duties) conflicts, align access with current responsibilities, identify required business process changes, and establish compensating controls where immediate remediation in not practical
• Maintain critical-access alert and access-request processes, including appropriate dual approvals for sensitive activities that extend beyond Finance ownership
• Evaluate privileged and sensitive access across Oracle and other significant systems as part of the Key Controls review process, coordinating with system and business owners to address identified risks

Internal Audit:

• Support the annual internal audit plan strategy based on risk assessment results, management request, and emerging risk scenarios, including related resource planning and budgeting, and input and approval from executive leadership and Audit Committee
• Facilitate internal audits performed by Charter’s co-source audit partner, as main liaison between the two companies in logistical planning, communication, execution, and reporting. In addition, lead and conduct small internal audit-related projects to evaluate internal control adequacy, reliability and integrity of financial and operational information, compliance with policies and procedures, safeguarding of assets, and opportunities to improve process effectiveness and efficiency
• Maintain audit-point tracking, risk prioritization, heat mapping, and reporting to improve visibility, accountability, and timely remediation of identified issues

Risk Management:

• Maintain Insurance Portfolio documentation to support consistent administration, knowledge continuity, and understanding of Charter’s property and casualty insurance program
• Support the annual insurance policy renewal process by preparing application exposure schedules and supporting analysis, coordinating information across functional areas, and working directly with Charter’s broker and insurance partners
• Be a key contributor to the ongoing administration of Charter’s insurance program by handling insurance invoices, certificate of insurance requests, state filings, and premium audits

Collaboration:

• Coach and review work performed by Finance Rotational Analyst, intern(s), and other project resources; establish clear expectations; adapt coaching to individual development needs; and ensure work quality, documentation, accountability, and professional growth
• Lead meaningful projects in internal controls, audit, reporting, and process improvement to build finance capability and reinforce a strong controls mindset
• Build effective working relationships across Finance, Procurement, Safety, Engineering, Digital, HR, Operations, and the divisions to identify issues early, coordinate solutions, and balance operational needs with financial, control, and risk objectives
• Follow Environmental, Quality 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

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).