Senior Financial Analyst

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!

This role will be hybrid, 3 days a week in office at our Saukville, WI or Cleveland, OH location. Applicants must be authorized to work for ANY employer in the U.S. Charter Manufacturing is unable to sponsor for employment visas at this time.

Senior Financial Analyst – Metallics & Operations Technology

Position Purpose

We are seeking a highly experienced Finance professional to serve as a trusted advisor to business leaders, with primary support for Metallics, and Operations Technology initiatives. In this role, you will drive financial insights, influence business decision-making, and support initiatives that improve performance, reduce costs, strengthen financial visibility, and enhance operational decision support.

You will work cross-functionally to solve complex financial and operational challenges, support forecasting, budgeting, and long-range planning, and provide analysis for metallics, raw materials, capital projects, and operations technology-related initiatives. This position offers strong visibility and the opportunity to support financial strategy, continuous improvement, and transformation efforts through improved cost visibility, financial modeling, dashboards, KPIs, and business decision support.

This role is a senior individual contributor position. The ongoing need is for a finance partner who can maintain, enhance, and execute established reporting, analytical tools, processes, and business partnerships while continuing to improve visibility, accuracy, and usability for the business. The role is expected to bring insights to Operations, Supply Chain, Metallics, Procurement, Engineering, IT, and Finance partners and help operationalize those insights through actions, KPIs, controls, dashboards, process changes, and recurring management routines.

What You’ll Do

Strategic Advisory & Business Partnering

• Act as a trusted financial advisor to business leaders, providing insights that support strategic decisions and performance goals for metallics, raw materials, operations, supply chain, capital projects, and operations technology initiatives.
• Partner with cross-functional teams to address complex financial challenges and opportunities related to cost drivers, sourcing changes, inventory trends, usage patterns, market movements, capital investments, and operating performance.
• Translate financial results into clear, actionable recommendations for both finance and non-finance stakeholders.
• Partner with Metallics, Procurement, Operations, Supply Chain, Engineering, IT, site leaders, and Finance to evaluate initiatives, operating processes, financial impacts, and performance improvement opportunities.
• Bring financial insights to Operations and Supply Chain partners and help convert those insights into practical actions, KPIs, dashboards, controls, process improvements, or recurring review routines.

Financial Reporting, Forecasting & Analysis

• Lead financial reporting and variance analysis, delivering clear insights into performance trends for metallics, raw materials, capital projects, and Operations Technology initiatives.
• Prepare and review forecasts, budgets, and long-range plans, including operational spending, raw material cost impacts, project forecasts, and materials-related business assumptions.
• Support month-end close activities, reconciliations, reporting deliverables, and financial reviews related to metallics, raw materials, inventory, sourcing, usage, capital projects, and operating performance.
• Provide analysis on key metrics and financial performance drivers to inform decision-making.
• Analyze cost drivers, purchasing impacts, inventory trends, usage patterns, sourcing changes, raw material market movements, Value-In-Use metallics strategies, and operational performance.
• Prepare recurring and ad hoc financial reports for leadership, including analysis of key business processes, project forecasts, cost trends, benefit tracking, and relevant KPIs.
• Support reporting accuracy, data integrity, financial controls, and audit-related requests for supported business processes.

Continuous Improvement & Cost Optimization

• Lead and support continuous improvement initiatives that drive efficiency, accuracy, and scalability.
• Identify cost reduction opportunities and partner with business leaders to evaluate and implement strategies.
• Drive financial process improvements, automation, reporting standardization, and best practices.
• Identify opportunities to improve reporting efficiency, data quality, financial visibility, decision-support tools, dashboards, and operational KPIs.
• Use modern data and analytics tools to support continuous improvement, self-service reporting, and data-driven decision-making.
• Assist in the development and maintenance of reporting processes, controls, and procedures related to metallics, raw material sourcing, usage, inventory management, and project reporting.

Projects & Leadership

• Lead financial problem-solving efforts and support strategic, cross-functional projects related to metallics, raw materials, capital investments, operations technology, procurement, operations, and supply chain performance.
• Contribute to initiatives that impact financial operations, reporting, analytics, and business performance.
• Serve as a financial resource for Operations Technology and digital initiatives by working with IT, Operations, Engineering, site leaders, and OT/digital leaders to evaluate project scope, financial benefits, ROI, and long-term operational impact.
• Support capital project financial analysis, including business case development, project forecasting, ROI, benefit tracking, cost savings analysis, and post-project performance review.
• Maintain, enhance, and leverage existing analytical dashboards, reporting tools, and financial models to support business decision-making.

What You Bring

Required Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, Economics, Data Analytics, or related field.
• 7+ years of progressive finance or accounting experience.
• Advanced analytical skills with the ability to synthesize data from multiple sources.
• Strong communication skills with the ability to influence and educate stakeholders at all levels.
• Proven ability to operate independently, think strategically, and solve complex problems.
• Advanced proficiency in Microsoft Excel, PowerPoint, and financial analysis tools.
• Ability to connect operational activity, procurement changes, raw material trends, capital investments, and technology initiatives to financial outcomes.
• Ability to work with large data sets and convert complex operational and financial information into concise business insights and recommended actions.
• Strong understanding of financial reporting, forecasting, budgeting, variance analysis, and business performance drivers.

Preferred Qualifications

• 10+ years of experience in finance, accounting, or related disciplines.
• CPA, MBA, or progress toward certification.
• Experience in manufacturing, cost accounting, operational finance, procurement finance, supply chain finance, or capital project finance.
• Experience with ERP systems; Oracle, Hyperion, or similar.
• Strong financial modeling capabilities; ROI, IRR, NPV, payback analysis.
• Experience with data visualization tools; Power BI, Tableau, or similar.
• Demonstrated success leading initiatives or cross-functional projects.
• Experience supporting manufacturing, raw materials, metals, supply chain, procurement, plant operations, or capital-intensive operations.
• Experience with Oracle, MES, Tableau, Power BI, Alteryx, SQL, or similar systems.
• Experience analyzing business cases, project benefits, cost savings, sourcing impacts, inventory, usage, operational performance metrics, or post-project results.
• Experience helping operationalize financial insights through dashboards, KPIs, controls, recurring reviews, or process improvements.

Why This Role

• Strategic impact: Influence financial and business outcomes across metallics, raw materials, operations, supply chain, capital projects, and operations technology.
• Visibility: Partner directly with leaders and key stakeholders in Metallics, Procurement, Operations, Supply Chain, Engineering, IT, and Finance.
• Leadership opportunity: Drive initiatives and lead meaningful change as a senior individual contributor.
• Growth: Expand expertise across manufacturing finance, operations finance, raw material economics, capital project analysis, and data-driven decision support.

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).