FP&A Manager

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Charter

UP is transforming the $30 billion group transportation industry with cutting‑edge technology and innovative SaaS software, delivering an industry‑leading experience for both customers and operators. Trusted by most Fortune 500 companies, our platform connects users to thousands of charter bus and minibus operators nationwide. In just 60 seconds, customers can access real‑time availability, transparent pricing, and detailed vehicle options—whether organizing a corporate event, a company shuttle, or a wedding.

By streamlining what was once a fragmented and stressful process, Charter

UP brings transparency, accountability, and efficiency to an industry overdue for innovation. With Charter

UP, group transportation is no longer a hassle but an elevated, reliable experience. Join us as we lead the future of group travel.

• Innovative Impact:
  Be part of the team that's revolutionizing group travel, setting new standards in an industry overdue for change.
• Growth Opportunities:
  As a hyper‑growth company and one of the fastest‑growing companies recognized by Inc., there’s no better time to join our dynamic, growth‑stage organization.
• Driven Team:
  Collaborate with some of the most driven minds in tech, all while working in a remote‑first environment with a tech hub in Austin, TX.
• Funding and Stability:
  Our $60 million Series A funding was just the start—we’re poised for even greater expansion, and you can be part of this exciting journey. Charter
  
  UP has achieved this growth profitability and efficiently, ensuring long‑term stability.

Manager of Financial Planning & Analysis (FP&A)

CFO

Hybrid in Atlanta preferred;
Hybrid in Austin considered; full‑time in office until fully ramped

As Manager of FP&A at Charter

UP, you will play a critical role in supporting Charter

UP’s financial planning, forecasting, and performance analysis efforts. This is a highly visible, hands‑on role that partners closely with the CFO and cross‑functional leaders to deliver insights that inform decision‑making across the business. You will own the budgeting process, board reporting, build and maintain Charter

UP’s financial model, and partner with functional leads to drive operational improvements and efficiencies as the company continues to grow. This role is ideal for someone who thrives in a fast‑paced environment, enjoys digging into data, and wants to make a direct impact on company performance.

• Own the financial planning cycle, including annual budgets, quarterly re‑forecasts, long‑term plan.
• Partner closely with the CFO to deliver analysis and insights that support company performance and growth.
• Prepare and contribute to financial materials for executive leadership, board meetings, and investor discussions, with a focus on key business drivers.
• Support finance‑related work streams for future fund raises and potential acquisitions, including modeling, analysis, and materials preparation.
• Collaborate with leaders across Sales, Marketing, Operations, Technology, and People to align financial plans with business objectives.
• Provide financial analysis and decision support for major initiatives such as new market entry, pricing, and product development.
• Identify and support process improvements that drive net revenue, repeat business, and EBITDA.
• Support automation initiatives, including leveraging AI and BI tools to improve efficiency and insight generation.
• Scale the FP&A function, supporting best practices and operational excellence.
• Build and maintain Charter
  
  UP’s financial model.
• Own the preparation of monthly and quarterly financial reporting and KPI dashboards for leadership.
• Analyze financial performance, including revenue trends, cost drivers, and profitability metrics, to identify risks and opportunities.
• Surface material insights and support recommendations for corrective actions.

• Bachelor’s degree from top academic institution; preference for Finance, Economics, or a quantitative field (math, computer science, physics).
• 2 years pre‑MBA or post‑MBA in investment banking in M&A or industry…