FP&A Analyst at CharterUP in Atlanta, GA

Summary: 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 Required Qualifications: - 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 Preferred Qualifications: - 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 Required Skills: Financial modeling, Budgeting, Forecasting Important Skills: SQL, Python, BI tools, M&A experience, Strategic finance Nice-to-Have Skills: Operational excellence, Project management, Collaboration 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.