Financial Analyst II - Commercial

Charter Manufacturing•Saukville, WI

About The Position

Charter Manufacturing is seeking a Commercial Finance Analyst to join their team. This role is crucial in driving data-driven decision-making within the Commercial and Sales organizations. The analyst will provide financial reporting, forecasting, and insights to influence revenue growth, pricing strategy, and profitability. This position involves cross-functional partnerships with Commercial, Sales, Supply Chain, Operations, and Finance leaders to translate complex data into actionable insights. Additionally, the role will contribute to digital finance initiatives by improving data quality, enhancing reporting capabilities, and building scalable analytics solutions.

Requirements

Bachelor’s degree in Finance, Accounting, or related field
1–3 years of experience in financial analysis or related role
Strong analytical, modeling, and problem-solving skills
Experience working with ERP and reporting systems (Oracle, Hyperion, or similar)
Ability to communicate financial concepts clearly to both finance and non-finance audiences
Proven ability to work cross-functionally and manage multiple data sources

Nice To Haves

3–5 years of relevant experience
Experience supporting Commercial, Sales, Supply Chain, or Operations finance
Exposure to pricing, profitability analysis, quoting, or commercial reporting
Experience with data visualization tools (Power BI, Tableau, etc.)
Background in manufacturing, cost accounting, or commercial finance
Experience in automation, process improvement, or digital finance initiatives

Responsibilities

Support forecasting, budgeting, and variance analysis for commercial and sales performance.
Deliver recurring reporting and consolidate financial results for leadership review.
Analyze key business drivers including volume, pricing, mix, cost, freight, and margin trends.
Assist with month-end close, forecasts, annual budget, and long-range planning activities.
Act as a trusted finance partner to Commercial and Sales teams.
Translate financial and operational data into clear insights, risks, and opportunities.
Provide analysis on pricing, customer profitability, product profitability, freight, rebates, and commissions.
Build financial models and scenario analyses to support pricing strategies, customer decisions, and new business opportunities.
Support quoting activities and initiatives that drive profitable growth.
Leverage BI tools and analytics to automate reporting and improve data accessibility.
Enhance data quality, reporting consistency, and process documentation.
Support development of dashboards, margin bridges, and performance reporting tools.
Identify opportunities to streamline processes through automation and continuous improvement.
Partner with stakeholders across Commercial, Sales, Finance, Supply Chain, Operations, and Accounting.
Support business reviews, S&OP processes, and leadership reporting.
Contribute to special projects, ad hoc analysis, and process improvement initiatives.