FP&A Analyst
CharterUP is transforming the group transportation industry with innovative SaaS software and cutting-edge technology. The FP&A Analyst will contribute to budgeting, forecasting, and strategic financial analysis, collaborating closely with senior leadership to drive data-informed decisions and enhance financial planning processes. 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 Experience in financial modeling and driving to completion investor-grade presentations Track record of executing complex projects for clients, executive teams, or investors 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 Ability to quickly learn BI tools, SQL, and basic python Benefits Remote-First Flexibility: Work from anywhere we hire, with built-in flexibility. Comprehensive Health & Wellness: Medical, dental, and vision insurance, mental health support, virtual care, gym discounts, and family-building benefits. 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. 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. 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