FP&A Analyst
Job in
Mequon, Ozaukee County, Wisconsin, 53097, USA
Listed on 2026-01-12
Listing for:
Charter Automotive
Full Time, Part Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Corporate Finance, Financial Reporting, Financial Analyst, Financial Manager -
Business
Financial Analyst, Financial Manager
Job Description & How to Apply Below
Charter Manufacturing Company, Inc - Mequon, WItime type:
Full time posted on:
Posted Yesterday job requisition :
R07388## 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 in Mequon, WI (3 days a week onsite)
** This role is anticipated to begin in the first quarter of 2026. Applications are being accepted now to build our candidate pipeline.**##
** Position Purpose / Mission
** Be a trusted partner to senior leadership by shaping the future of enterprise forecasting and reporting. In this role, you’ll deliver actionable insights, build advanced scenario models, and drive process improvements that enhance decision‑making across the organization. You’ll play a key role in connecting financial results to operational performance while leading automation and reporting initiatives that elevate Corporate FP&A.##
** Minimum Qualifications
*** Bachelor’s degree in Accounting, Finance, or related field
* 3-10 years of progressive FP&A or finance experience
* Experience with budgeting, forecasting, and financial modeling
* Strong analytical skills with ability to synthesize complex financial data into clear insights
* Business acumen and communication skills with ability to influence across teams
* Familiarity with ERP, EPM, and BI tools (Oracle, Hyperion, Anaplan, Tableau, Power BI)
* Advanced Excel and PowerPoint proficiency##
** Preferred Qualifications
*** Experience with FP&A, corporate finance, or strategic analysis experience
* MBA, CPA, or CMA designation
* Manufacturing industry experience
* Proven expertise in scenario modeling, ROI/IRR analysis, and capital planning
* Experience supporting multiple business units or functions
* Familiarity with automation, data visualization, or digital finance tools##
** Major Accountabilities
*** Lead consolidation and analysis of monthly and quarterly forecasts
* Develop advanced financial models for scenario planning and sensitivity analysis
* Provide insights to senior leadership, linking financial results to operational drivers
* Partner cross‑functionally with BU and Corporate Finance to align forecasting methodologies
* Create standardized templates and influence harmonized management reporting practices
* Drive improvements in data accuracy, efficiency, and reporting automation
* Mentor and train junior analysts on FP&A processes and tools
* Gain visibility with senior leadership and influence enterprise‑level decision‑making
* Work on high‑impact projects that shape financial strategy and operational performance
* Lead automation and process improvement initiatives that modernize FP&A
* Grow your career in a collaborative, innovation‑driven environment
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).
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