Charter Manufacturing Company, Inc.

Financial Planning & Analysis Analyst III

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

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

Responsibilities

  • 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

Benefits

  • Comprehensive health, dental, and vision benefits
  • 401(k) plan with employer matching and profit sharing
  • Company-paid life insurance
  • Disability coverage
  • Paid time off (PTO)
Full Job Description
Corporate FP&A Analyst – Hybrid, 3 days a week onsite in Mequon, WI

Position 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).

About Charter Manufacturing Company, Inc.

Charter Manufacturing Company, Inc. is a family-owned steel and iron production company founded in 1936. The company produces a wide range of products, including cold finished steel bars, hot rolled steel bars, and steel wire. Charter Manufacturing Company, Inc. has a reputation for producing high-quality products and has been recognized for its commitment to sustainability and environmental responsibility. The company has operations in the United States and Mexico.
Learn more about Charter Manufacturing Company, Inc.
Size
2,000 employees
Industry

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