Director of Finance - Financial Planning & Analysis

Charter Manufacturing is a fourth-generation family-owned business where our will to grow drives us to do it better. Join the team and become part of our family! At Charter Steel, Finance is more than a reporting function. It is a true partner to the business. We are looking for a strategic finance leader who can help shape the direction of our business, bring strong financial and business acumen to important decisions, and work collaboratively across functions to turn strategy into action. This leader will play an important role in helping Charter Steel plan for both today and the future, leading short- and long-term forecasting, annual business planning, financial analysis and reporting, and the monthly financial close. They will serve as a trusted financial partner to our leadership team while also leading the finance team supporting our Commercial and Supply Chain organizations and General Accounting. Our leadership culture is highly collaborative, and this role will work closely with leaders across the broader organization. We are looking for someone who can understand the business beyond the numbers. Someone who can connect financial insight to business strategy, challenge thinking constructively, identify opportunities and help leaders make informed decisions. Just as important, we are looking for an exceptional people leader. Someone who enjoys building capability, developing talent and creating an environment where people are challenged, supported and connected to the broader business.

WHAT YOU'LL DO

Serve as a strategic finance partner to Charter Steel leadership, providing financial insight and analysis that supports business strategy, operating decisions, and long-term growth.

Lead the annual business planning, forecasting, and long-range financial planning processes, ensuring clear assumptions, accurate projections, and alignment across the business.

Analyze and communicate financial performance, key business drivers, risks, and opportunities to senior leadership, including preparation of executive and Board-level reporting.

Partner closely with Commercial and Supply Chain leadership to strengthen financial decision-making, customer profitability insights, S&OP support, and overall business performance.

Lead and continuously improve monthly financial reporting, forecasting models, analytical tools, and processes to increase accuracy, efficiency, and value to the business.

Provide leadership and oversight for key accounting and financial activities, including the monthly close, balance sheet review, financial controls, and related business-cycle requirements.

Lead, coach, and develop the finance team, building stronger financial, analytical, and business-partnership capabilities across the organization.

Use data, analytics, technology, and business intelligence tools to improve reporting, identify trends, and support faster, more informed decisions.

Partner cross-functionally on strategic initiatives, financial modeling, Continuous Improvement efforts, and organizational change.

Build strong relationships across Charter Steel and the broader organization, using business acumen and financial expertise to influence decisions and drive results.

Ensure appropriate financial controls and processes are maintained while supporting Environmental, Quality and Safety Management System requirements.

MINIMUM QUALIFICATIONS

• Bachelor’s Degree in Accounting, Finance or related degree.
• Eight plus years’ experience in accounting and/or finance.
• Three plus years’ experience as a business partner to a commercial or operations leader.
• Experience leading and developing a team.
• Ability to work in and lead teams within the finance department and cross functionally within the business.
• Strong analytical, problem solving, and qualitative analysis skills.
• Experience planning and forecasting in a manufacturing environment.
• Ability to present and communicate financial information in a clear and concise manner to all levels of the organization.
• Proven ability to drive Continuous Improvement efforts across functions.
• Experience working with enterprise resource planning (ERP) systems.
• Strong interpersonal skills to build relationships with other functional areas.
• Proficient with advanced features of Microsoft Office software products (Excel, Access, Word, and PowerPoint).

PREFERRED QUALIFICATIONS

• Master’s in Business Administration (MBA) and/or CPA.
• Experience leading a commercial finance team.
• Experience with data management/reporting (i.e. Impact, Hyperion).
• Experience with business intelligence & analytics platforms to drive analysis, decision-making, and reporting.
• Demonstrated knowledge and expertise in leadership related to data analysis and visualization, use of technology, and digital transformation.
• Strong business process knowledge, particularly across commercial and supply chain (including purchasing, logistics, supply planning & demand planning) functions.
• Demonstrated leadership in skill building and talent development in the areas of financial planning & analysis and advanced analytics across multiple business functions.
• Demonstrated cross-functional leadership and change management skills.

We offer comprehensive health, dental, and vision benefits, along with a 401(k) plan that includes employer matching and profit sharing. Additionally, we offer company-paid life insurance, disability coverage, and paid time off (PTO).

OUR STORY

Charter Manufacturing is a family-owned group of diversified metals manufacturing businesses founded in 1936 and headquartered in Mequon, Wis. Our will to grow drives our success. It is fueled by a team of respected and dedicated employees committed to continuous improvement and an entrepreneurial spirit that thrives within the Charter family.

WE ARE INVESTED IN YOU

When you work at Charter Manufacturing you’re part of a four-generation family business. That means, you’re not just an employee, you’re one of our family members. We believe in mutual trust. Employees are respected and empowered to explore new and better ways to impact the success of the company. Employees, at every level, are valued for their motivation to deliver the best products and service. We are in this together. Charter has a thriving team environment. Part of being a family means we collaborate, learn, thrive and benefit – together. We are committed to your future. The forward thinking and enthusiasm from our team drives us to create resources and opportunities for employees to learn, develop and create their own future. We celebrate you. We are successful because of our employees — and their great work doesn’t go unnoticed. We recognize and reward our employees for their contributions. Visit our website to learn more about our family of companies. View our 2022 Sustainability Report. To review our data use practices, visit our Company Privacy Policy. View/Download Employment-related Notices: FMLA Poster E-Verify Participation Poster (English & Español) Right to Work Poster (English & Español).