FP&A Analyst

CharterUP•Austin, TX

3d•$90,000 - $110,000•Hybrid

About The Position

As an FP&A Analyst at CharterUP, you will contribute to the company’s budgeting, forecasting, and strategic financial analysis efforts. This high-impact role requires a mix of financial expertise and business acumen. You will get exposure closely with senior leadership to drive data-informed decisions, drive company-wide financial planning processes, and deliver key insights that shape our long-term strategic vision. You will also play a critical role in scaling financial infrastructure and evolving the FP&A function.

Requirements

Bachelor’s degree in Finance, Economics, or a quantitative field (math, computer science, physics) from top academic institution
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 in financial modeling and driving to completion investor-grade presentations
Ability to quickly learn BI tools, SQL, and basic python
Track record of executing complex projects for clients, executive teams, or investors

Nice To Haves

Experience at a successful tech startup in FP&A, corporate finance, or strategic finance a plus

Responsibilities

Strategic Financial Leadership: 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
Cross-Functional Business Partnering: 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
Team & Process Management: 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
Reporting & Performance Analysis: 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

Benefits

Remote-First Flexibility: Work from anywhere we hire, with built-in flexibility. U.S.-based employees may reside in any of our 19 approved states.
Comprehensive Health & Wellness: Medical, dental, and vision insurance, mental health support, virtual care, gym discounts, and family-building benefits. In the U.S., we cover 100% of premiums for employees. International benefits align with local standards.
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. International policies vary by country.
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. International: region-specific savings programs where applicable.
Top-Tier Tech: Choose a Mac or PC, plus monitor, keyboard, and mouse to hit the ground running.

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