Manager of FP&A

Manager of Financial Planning & Analysis (FP&A)

Join Charter

UP to lead our financial planning, forecasting, and performance analysis efforts. This role reports to the CFO and partners with cross‑functional leaders to deliver insights that inform decision‑making across the business.

• Own the financial planning cycle, including annual budgets, quarterly re‑forecasts, and 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.
• Support finance‑related work streams for future fundraisings and potential acquisitions.
• 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.
• Scale the FP&A function, supporting best practices and operational excellence.
• Build and maintain Charter
  
  UP’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.

• Bachelor’s degree from a top academic institution; preference for Finance, Economics, or a quantitative field.
• 2 years pre‑MBA or post‑MBA experience in investment banking (M&A or industry coverage) or 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.
• Expert experience in financial modeling, budget planning, and driving to completion investor‑grade presentations.
• Experience influencing C‑suite and board‑level stakeholders.

• Step 1 – Wonderlic
• Step 2 – Video call with Talent Acquisition
• Step 3 – Interview with Finance
• Step 4 – Financial modeling exercise and live presentation to CFO and Finance Director
• Step 5 – Final interview
• Step 6 – Offer & reference check

$160,000 USD – $175,000 USD

• Remote‑first flexibility:
  Work from anywhere we hire, with built‑in flexibility.
• Comprehensive health & wellness:
  Medical, dental, vision insurance, mental health support, virtual care, gym discounts, and family‑building benefits.
• Paid time off: 15 PTO days (increasing to 20 after 2 years) + 8 paid holidays (U.S.); international policies vary.
• Company‑paid life, short‑term, and long‑term disability insurance where available.
• Performance‑driven culture:
  Fast‑moving, ambitious, and collaborative team.
• Referral rewards:
  Bonuses for bringing top talent.
• Long‑term financial planning support: 401(k) plan in the U.S.; regional savings programs internationally.
• Top‑tier tech:
  Mac/PC, monitor, keyboard, and mouse supplied.

Charter

UP is an Equal Opportunity Employer. We are committed to creating an inclusive, accessible, and respectful workplace. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, ancestry, disability, medical condition, marital status, veteran status, or any other protected characteristic in accordance with applicable federal, state, and local laws in the United States and Canada.

If you require accommodation during the recruitment process, please let us know. Charter

UP is committed to providing reasonable accommodations.

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