FP&A Analyst
CharterUP is transforming the group transportation industry with innovative SaaS software and cutting-edge technology. The FP&A Analyst will contribute to budgeting, forecasting, and strategic financial analysis, collaborating closely with senior leadership to drive data-informed decisions and enhance financial planning processes.
Responsibilities
- Drive financial planning cycle, including annual budgets, quarterly re-forecasts, long-term plan
- Advise the executive team, providing insights and analysis that drive company performance and growth
- Quarterback materials and help deliver financial results to the board, potential investors, and executive team, with a focus on key business drivers and actionable insights
- Play a key role in future fundraises and target acquisitions
- Collaborate with business leaders across Sales, Marketing, Service Operations, Tech, and People to align financial goals with business objectives
- Drive financial decision-making support for major company initiatives, including new market entry and product development
- Drive process improvements across org to drive Net Revenue, Repeat Business, and EBITDA
- Champion automation leveraging AI
- Be a role model for operational excellence and career development
- Design and implement scalable planning tools, financial models, and reporting systems that drive company objectives
- Drive the monthly and quarterly financial reporting and KPI dashboards for leadership and investors
- Analyze financial performance, including revenue trends, cost drivers, and profitability metrics, to identify areas of improvement
- Highlight material insights and recommend corrective action
Skills
- Bachelor's degree in Finance, Economics, or a quantitative field (math, computer science, physics) from top academic institution
- Experience in financial modeling and driving to completion investor-grade presentations
- Track record of executing complex projects for clients, executive teams, or investors
- Preference for 1-2 years in investment banking in M&A / industry coverage group with multiple live-deal assignments or 1-2 years in management consulting with meaningful project experience; equivalent experience considered
- Experience at a successful tech startup in FP&A, corporate finance, or strategic finance a plus
- Ability to quickly learn BI tools, SQL, and basic python
Benefits
- Remote-First Flexibility: Work from anywhere we hire, with built-in flexibility.
- Comprehensive Health & Wellness: Medical, dental, and vision insurance, mental health support, virtual care, gym discounts, and family-building benefits.
- Time Off to Recharge: Paid time off so you can truly unplug. U.S.: 15 PTO days (increasing to 20 after 2 years) + 8 paid holidays.
- Financial Peace of Mind: Company-paid life, short-term, and long-term disability insurance where available.
- Performance-Driven Culture: Join a fast-moving, ambitious, and collaborative team that wins together.
- Referral Rewards: Earn bonuses for bringing top talent to the team.
- Planning for the Future: Long-term financial planning support. U.S.: 401(k) plan.
- Top-Tier Tech: Choose a Mac or PC, plus monitor, keyboard, and mouse to hit the ground running.
Company Overview