Financial Analyst II - Commercial

About the role

This role is a Commercial Finance Analyst position within Charter Manufacturing, a family-owned business committed to growth and innovation. The role is hybrid, requiring 3 days a week in-office at the Saukville, WI location.

Responsibilities

• Financial Planning & Forecasting: Support forecasting, budgeting, and variance analysis for commercial and sales performance.
• Reporting & Consolidation: Deliver recurring reporting and consolidate financial results for leadership review.
• Data Analysis: Analyze key business drivers including volume, pricing, mix, cost, freight, and margin trends.
• Close Process: Assist with month-end close, forecasts, annual budget, and long-range planning activities.
• Business Partnering: Act as a trusted finance partner to Commercial and Sales teams, translating financial and operational data into clear insights, risks, and opportunities.
• Pricing Strategy: Provide analysis on pricing, customer profitability, product profitability, freight, rebates, and commissions.
• New Business Opportunities: Support quoting activities and initiatives that drive profitable growth.
• Data & Analytics: Leverage BI tools and analytics to automate reporting and improve data accessibility.
• Process Improvement: Enhance data quality, reporting consistency, and process documentation; support development of dashboards, margin bridges, and performance reporting tools.
• Automation: Identify opportunities to streamline processes through automation and continuous improvement.
• Cross-Functional Collaboration: 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.

Qualifications

• Required:
• 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.
• Preferred:
• 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.

Benefits

• Comprehensive health, dental, and vision benefits.
• 401(k) plan with employer matching and profit sharing.
• Company-paid life insurance.
• Disability coverage.
• Paid time off (PTO).