Manager of FP&A

CharterUP•Atlanta, GA

4h•$160,000 - $175,000•Hybrid

About The Position

As Manager of FP&A at CharterUP, you will play a critical role in supporting CharterUP’s financial planning, forecasting, and performance analysis efforts. This is a highly visible, hands-on role that partners closely with the CFO and cross-functional leaders to deliver insights that inform decision-making across the business. You will own the budgeting process, board reporting, build and maintain CharterUP’s financial model, and partner with functional leads to drive operational improvements and efficiencies as the company continues to grow. This role is ideal for someone who thrives in a fast-paced environment, enjoys digging into data, and wants to make a direct impact on company performance.

Requirements

Bachelor’s degree from top academic institution; preference for Finance, Economics, or a quantitative field (math, computer science, physics)
2 years pre-MBA or post-MBA in investment banking in M&A or industry coverage group with multiple live-deal assignments; or 2 years pre-MBA or post-MBA in management consulting with meaningful project experience
1-3+ years in FP&A, corporate finance, or strategic finance; preferably at high-growth, venture-backed or PE-backed companies (dependent on previous experience)
Expert experience in financial modeling, budget planning, and driving to completion investor-grade presentations
Experience influencing C-suite and board-level stakeholders

Responsibilities

Own the financial planning cycle, including annual budgets, quarterly re-forecasts, long-term plan
Partner closely with the CFO to deliver analysis and insights that support company performance and growth
Prepare and contribute to financial materials for executive leadership, board meetings, and investor discussions, with a focus on key business drivers
Support finance-related workstreams for future fundraises and potential acquisitions, including modeling, analysis, and materials preparation
Collaborate with leaders across Sales, Marketing, Operations, Technology, and People to align financial plans with business objectives
Provide financial analysis and decision support for major initiatives such as new market entry, pricing, and product development
Identify and support process improvements that drive net revenue, repeat business, and EBITDA
Support automation initiatives, including leveraging AI and BI tools to improve efficiency and insight generation
Scale the FP&A function, supporting best practices and operational excellence
Build and maintain CharterUP’s financial model
Own the preparation of monthly and quarterly financial reporting and KPI dashboards for leadership
Analyze financial performance, including revenue trends, cost drivers, and profitability metrics, to identify risks and opportunities
Surface material insights and support recommendations for corrective actions

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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