Financial Planning & Analysis Analyst III

Posted 2 Days Ago
Mequon, WI, USA
In-Office
Mid level
Manufacturing
The Role
Lead consolidation and analysis of monthly and quarterly forecasts, build advanced financial models for scenario planning, provide actionable insights to senior leadership, standardize reporting and automate processes, partner with business unit finance, and mentor junior analysts.
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!

Corporate FP&A Analyst – Hybrid, 3 days a week onsite in Mequon, WIPosition 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).

Skills Required

  • 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
  • Advanced proficiency with Excel and PowerPoint
  • Experience using ERP, EPM, or BI tools such as Oracle, Hyperion, Anaplan, Tableau, or Power BI
  • Strong analytical ability and ability to translate financial data into insights
  • Excellent communication and business partnership skills; able to influence cross-functional teams
  • 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

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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