FP&A Analyst

About Charter

UP.

Charter

UP is transforming the $30 billion group transportation industry with cutting‑edge technology and innovative SaaS software, delivering an industry‑leading experience for both customers and operators. Trusted by most Fortune 500 companies, our platform connects users to thousands of charter bus and minibus operators nationwide. In just 60 seconds, customers can access real‑time availability, transparent pricing, and detailed vehicle options—whether organizing a corporate event, a company shuttle, or a wedding.

By streamlining what was once a fragmented and stressful process, Charter

UP brings transparency, accountability, and efficiency to an industry overdue for innovation.

• Innovative Impact:
  Be part of the team that’s revolutionizing group travel, setting new standards in an industry overdue for change.
• Growth Opportunities:
  As a hyper‑growth company and one of the fastest‑growing companies recognized by Inc., there’s no better time to join our dynamic, growth‑stage organization.
• Driven Team:
  Collaborate with some of the most driven minds in tech, all while working in a remote‑first environment with a tech hub in Austin, TX.
• Funding and Stability:
  Our $60 million Series A funding was just the start—we’re poised for even greater expansion, and you can be part of this exciting journey. Charter
  
  UP has achieved this growth profitability and efficiently, ensuring long‑term stability.

FP&A Analyst

Finance Director

Hybrid in Atlanta preferred;
Hybrid in Austin considered; full time in‑office until fully ramped

As an FP&A Analyst at Charter

UP, 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.

• 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 fund raises and target acquisitions

• 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

• 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

• 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

• 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 at a successful tech startup in FP&A, corporate finance, or strategic finance a plus
• Experience in financial modeling and driving to completion investor‑grade presentations
• Ability to quickly learn BI tools, SQL, and basic python
• Track record of…