FP&A Analyst

CharterUP is transforming the group transportation industry with innovative SaaS software. As an FP&A Analyst, you will contribute to budgeting, forecasting, and strategic financial analysis, collaborating closely with senior leadership to drive data-informed decisions and enhance the company's financial infrastructure.

Responsibilities

• 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 fundraises 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

Skills

• Bachelor's degree in Finance, Economics, or a quantitative field (math, computer science, physics) from top academic institution
• Track record of executing complex projects for clients, executive teams, or investors
• 1-2 years in investment banking in M&A / industry coverage group with multiple live-deal assignments
• 1-2 years in management consulting with meaningful project experience
• Experience at a successful tech startup in FP&A, corporate finance, or strategic finance
• Experience in financial modeling and driving to completion investor-grade presentations
• Ability to quickly learn BI tools, SQL, and basic python

Benefits

• Remote-First Flexibility: Work from anywhere we hire, with built-in flexibility. U.S.-based employees may reside in any of our 19 approved states.
• Comprehensive Health & Wellness: Medical, dental, and vision insurance, mental health support, virtual care, gym discounts, and family-building benefits. In the U.S., we cover 100% of premiums for employees. International benefits align with local standards.
• Time Off to Recharge: Paid time off so you can truly unplug. U.S.: 15 PTO days (increasing to 20 after 2 years) + 8 paid holidays. International policies vary by country.
• Financial Peace of Mind: Company-paid life, short-term, and long-term disability insurance where available.
• Performance-Driven Culture: Join a fast-moving, ambitious, and collaborative team that wins together.
• Referral Rewards: Earn bonuses for bringing top talent to the team.
• Planning for the Future: Long-term financial planning support. U.S.: 401(k) plan. International: region-specific savings programs where applicable.
• Top-Tier Tech: Choose a Mac or PC, plus monitor, keyboard, and mouse to hit the ground running.

Company Overview

• CharterUP is a fully-integrated marketplace for charter bus reservations. It was founded in 2018, and is headquartered in Atlanta, Georgia, USA, with a workforce of 201-500 employees. Its website is https://www.charterup.com.

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