Director of Finance - Financial Planning & Analysis

Posted Yesterday
Be an Early Applicant
2 Locations
In-Office
Senior level
Manufacturing
The Role
Leads financial planning, forecasting, budgeting, reporting, financial analysis, and monthly close activities for Charter Steel. Partners with leadership, Commercial, and Supply Chain teams on profitability, S&OP, strategic decisions, and continuous improvement. Oversees financial controls and accounting activities while developing the finance team and improving analytical tools, reporting processes, and business intelligence capabilities.
Summary Generated by Built In
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!

At Charter Steel, Finance is more than a reporting function. It is a true partner to the business. We are looking for a strategic finance leader who can help shape the direction of our business, bring strong financial and business acumen to important decisions, and work collaboratively across functions to turn strategy into action.


This leader will play an important role in helping Charter Steel plan for both today and the future, leading short- and long-term forecasting, annual business planning, financial analysis and reporting, and the monthly financial close. They will serve as a trusted financial partner to our leadership team while also leading the finance team supporting our Commercial and Supply Chain organizations and General Accounting.


Our leadership culture is highly collaborative, and this role will work closely with leaders across the broader organization. We are looking for someone who can understand the business beyond the numbers. Someone who can connect financial insight to business strategy, challenge thinking constructively, identify opportunities and help leaders make informed decisions.


Just as important, we are looking for an exceptional people leader. Someone who enjoys building capability, developing talent and creating an environment where people are challenged, supported and connected to the broader business. The right leader will combine strong financial expertise with curiosity, sound judgment, business partnership and the ability to influence well beyond the Finance organization.

 

WHAT YOU'LL DO

  • Serve as a strategic finance partner to Charter Steel leadership, providing financial insight and analysis that supports business strategy, operating decisions, and long-term growth.
  • Lead the annual business planning, forecasting, and long-range financial planning processes, ensuring clear assumptions, accurate projections, and alignment across the business.
  • Analyze and communicate financial performance, key business drivers, risks, and opportunities to senior leadership, including preparation of executive and Board-level reporting.
  • Partner closely with Commercial and Supply Chain leadership to strengthen financial decision-making, customer profitability insights, S&OP support, and overall business performance.
  • Lead and continuously improve monthly financial reporting, forecasting models, analytical tools, and processes to increase accuracy, efficiency, and value to the business.
  • Provide leadership and oversight for key accounting and financial activities, including the monthly close, balance sheet review, financial controls, and related business-cycle requirements.
  • Lead, coach, and develop the finance team, building stronger financial, analytical, and business-partnership capabilities across the organization.
  • Use data, analytics, technology, and business intelligence tools to improve reporting, identify trends, and support faster, more informed decisions.
  • Partner cross-functionally on strategic initiatives, financial modeling, Continuous Improvement efforts, and organizational change.
  • Build strong relationships across Charter Steel and the broader organization, using business acumen and financial expertise to influence decisions and drive results.
  • Ensure appropriate financial controls and processes are maintained while supporting Environmental, Quality and Safety Management System requirements.

 

MINIMUM QUALIFICATIONS:

  • Bachelor’s Degree in Accounting, Finance or related degree.
  • Eight plus years’ experience in accounting and/or finance.
  • Three plus years’ experience as a business partner to a commercial or operations leader.
  • Experience leading and developing a team.
  • Ability to work in and lead teams within the finance department and cross functionally within the business.
  • Strong analytical, problem solving, and qualitative analysis skills.
  • Experience planning and forecasting in a manufacturing environment.
  • Ability to present and communicate financial information in a clear and concise manner to all levels of the organization.
  • Proven ability to drive Continuous Improvement efforts across functions.
  • Experience working with enterprise resource planning (ERP) systems.
  • Strong interpersonal skills to build relationships with other functional areas.
  • Proficient with advanced features of Microsoft Office software products (Excel, Access, Word, and PowerPoint).

 

PREFERRED QUALIFICATIONS:

  • Master’s in Business Administration (MBA) and/or CPA.
  • Experience leading a commercial finance team.
  • Experience with data management/reporting (i.e. Impact, Hyperion).
  • Experience with business intelligence & analytics platforms to drive analysis, decision-making, and reporting.
  • Demonstrated knowledge and expertise in leadership related to data analysis and visualization, use of technology, and digital transformation.
  • Strong business process knowledge, particularly across commercial and supply chain (including purchasing, logistics, supply planning & demand planning) functions.
  • Demonstrated leadership in skill building and talent development in the areas of financial planning & analysis and advanced analytics across multiple business functions.
  • Demonstrated cross-functional leadership and change management skills.

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).

Skills Required

  • Bachelor's degree in Accounting, Finance, or a related field
  • Eight or more years of experience in accounting and/or finance
  • At least three years of experience partnering with commercial or operations leaders
  • Experience leading and developing a team
  • Ability to lead finance and cross-functional teams
  • Strong analytical, problem-solving, and qualitative analysis skills
  • Experience with planning and forecasting in a manufacturing environment
  • Ability to clearly communicate financial information to all organizational levels
  • Proven ability to drive cross-functional continuous improvement efforts
  • Experience working with enterprise resource planning systems
  • Strong interpersonal and relationship-building skills
  • Proficiency with advanced Microsoft Office features, including Excel, Access, Word, and PowerPoint
  • Master of Business Administration and/or CPA
  • Experience leading a commercial finance team
  • Experience with data management and reporting tools such as Impact or Hyperion
  • Experience with business intelligence and analytics platforms
  • Expertise in data analysis, visualization, technology, and digital transformation leadership
  • Business process knowledge across commercial and supply chain functions
  • Leadership experience in FP&A and advanced analytics capability building
  • Cross-functional leadership and change management skills

Charter Manufacturing Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Charter Manufacturing and has not been reviewed or approved by Charter Manufacturing.

  • Affordable Benefits — Medical premiums are often described as affordable, with wellness incentives lowering costs and new voluntary options (critical illness, hospital indemnity, accident) expanding coverage. Dental and vision enhancements further support value without raising contributions.
  • Retirement Support — A dollar‑for‑dollar 401(k) match, profit sharing, and an additional retirement contribution for most employees indicate strong long‑term savings support. These retirement elements are consistently positioned as core strengths of the package.
  • Strong & Reliable Incentives — Quarterly gainsharing and bonuses regularly augment base pay. Profit sharing and shift premiums further boost total compensation.

Charter Manufacturing Insights

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The Company
HQ: Mequon, WI
285 Employees
Year Founded: 1936

What We Do

Charter Manufacturing Company, Inc. is a family-owned group of differentiated metals manufacturing businesses founded in 1936. Our will to grow is our success. It is the result of Charter’s respected team of employees, each person’s dedication to continuous improvement and an entrepreneurial spirit that thrives within the Charter family. Our businesses include Charter Steel, Charter Dura-Bar, Charter Wire and Charter Aarrowcast. Connect with us and learn about the stories and successes our family of employees share. Visit http://www.chartermfg.com/work/jobs/ to learn more about opportunities for employment and where you might fit in

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