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Financial Planning & Analysis Analyst III

Job in Mequon, Ozaukee County, Wisconsin, 53097, USA
Listing for: Charter Automotive
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Corporate Finance, Financial Manager
  • Business
    Financial Manager
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
## 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!
* Bachelor’s degree in Accounting, Finance, or related field.* .
* MBA, CPA, or CMA.MAJOR

ACCOUNTABILITIES :
* Lead consolidation and analysis of monthly and quarterly forecasts.
* Develop advanced financial models for scenario planning and sensitivity analysis.
* Provide business insights to senior leadership, connecting financial results to operational performance.
* Partner cross-functionally with BU and Corporate Finance to align forecasting methodologies.
* Develop standardized templates and influence harmonized management reporting opportunities
* Drive improvements in data accuracy, efficiency, and reporting automation.

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).POSITION PURPOSE/MISSION:
Serve as a key business partner supporting enterprise-level forecasting, reporting, and scenario modeling. Deliver actionable insights and recommendations to senior leaders while leading process improvements and automation efforts within Corporate FP&A.

MINIMUM QUALIFICATIONS:

3+ years of progressive FP&A or finance experience

Experience with budgeting, forecasting, and financial modeling. Strong analytical skills with ability to synthesize financial data and communicate insights.

Strong business acumen and communication skills with ability to influence across teams.

Proven ability to synthesize financial data and communicate insights clearly Familiarity with ERP, EPM, and BI tools (e.g., Oracle, Hyperion, Anaplan, Tableau, Power BI). Advanced Excel and Powerpoint proficiency.

PREFERRED QUALIFICATIONS:

5+ years of FP&A, corporate finance, or strategic analysis experience.

Manufacturing industry experience. Proven experience 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.
* Mentor and train junior analysts on FP&A processes and tools.
* Follow Environmental, Qualify 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.
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