Financial Analyst II

Title: Financial Analyst II - Commercial

Location: Charter Steel - Saukville, WI

time type
Full time
Hybrid
job requisition id
R07825

Job Description:

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 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.

Commercial Finance Analyst

Position Purpose

Join our team as a Commercial Finance Analyst and play a key role in driving data-driven decision-making across our Commercial and Sales organizations. In this highly visible role, you’ll provide financial reporting, forecasting, and insights that directly influence revenue growth, pricing strategy, and profitability.

You’ll partner cross-functionally with Commercial, Sales, Supply Chain, Operations, and Finance leaders to translate complex data into actionable insights—helping the business make smarter, faster decisions. This role also offers the opportunity to contribute to digital finance initiatives by improving data quality, enhancing reporting capabilities, and building scalable analytics solutions.

What You’ll Do

Financial Planning & Forecasting

• Support forecasting, budgeting, and variance analysis for commercial and sales performance
• Deliver recurring reporting and consolidate financial results for leadership review
• Analyze key business drivers including volume, pricing, mix, cost, freight, and margin trends
• Assist with month-end close, forecasts, annual budget, and long-range planning activities

Business Partnering & Decision Support

• Act as a trusted finance partner to Commercial and Sales teams
• Translate financial and operational data into clear insights, risks, and opportunities
• Provide analysis on pricing, customer profitability, product profitability, freight, rebates, and commissions
• Build financial models and scenario analyses to support pricing strategies, customer decisions, and new business opportunities
• Support quoting activities and initiatives that drive profitable growth

Data, Analytics & Digital Enablement

• Leverage BI tools and analytics to automate reporting and improve data accessibility
• Enhance data quality, reporting consistency, and process documentation
• Support development of dashboards, margin bridges, and performance reporting tools
• Identify opportunities to streamline processes through automation and continuous improvement

Cross-Functional Collaboration

• Partner with stakeholders across Commercial, Sales, Finance, Supply Chain, Operations, and Accounting
• Support business reviews, S&OP processes, and leadership reporting
• Contribute to special projects, ad hoc analysis, and process improvement initiatives

What You Bring

Required Qualifications

• Bachelor’s degree in Finance, Accounting, or related field
• 1–3 years of experience in financial analysis or related role
• Strong analytical, modeling, and problem-solving skills
• Experience working with ERP and reporting systems (Oracle, Hyperion, or similar)
• Ability to communicate financial concepts clearly to both finance and non-finance audiences
• Proven ability to work cross-functionally and manage multiple data sources

Preferred Qualifications

• 3–5 years of relevant experience
• Experience supporting Commercial, Sales, Supply Chain, or Operations finance
• Exposure to pricing, profitability analysis, quoting, or commercial reporting
• Experience with data visualization tools (Power BI, Tableau, etc.)
• Background in manufacturing, cost accounting, or commercial finance
• Experience in automation, process improvement, or digital finance initiatives

Why This Role

• High visibility: Direct impact on commercial strategy and business performance
• Growth opportunity: Build skills in financial modeling, analytics, and business partnering
• Cross-functional exposure: Partner with leaders across the organization
• Modern finance: Contribute to digital and data-driven transformation initiatives

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).