Director of FP&A

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

With CharterUP, group transportation is no longer a hassle but an elevated, reliable experience. Join us as we lead the future of group travel.

Why Join Us

• 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. CharterUp has achieved this growth profitability and efficiently, ensuring long-term stability.

Title: Director of Financial Planning & Analysis (FP&A)

Reports to: CFO

Location: Hybrid in Atlanta preferred; Hybrid in Austin or Miami considered; remote potentially considered

About the Role:

As Director of FP&A at CharterUP, you will lead the company’s budgeting, forecasting, and strategic financial analysis efforts. This high-impact role requires a mix of financial expertise, business acumen, and leadership capabilities. You will partner closely with senior leadership to drive data-informed decisions, manage 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.

What You’ll Do:

Strategic Financial Leadership:

• Own the financial planning cycle, including annual budgets, quarterly re-forecasts, long-term plan
• Act as a strategic advisor to the executive team, providing insights and analysis that drive company performance and growth
• Present financial results to the board, potential investors, and executive team, with a focus on key business drivers and actionable insights
• Quarterback materials and process for future fundraises and target acquisitions

Cross-Functional Business Partnering:

• 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

Team & Process Management:

• Lead and develop a high-performing FP&A function, ensuring operational excellence and career development.
• Design and implement scalable planning tools, financial models, and reporting systems that drive company objectives

Reporting & Performance Analysis:

• Own 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

What You’ll Bring:

• Bachelor’s degree in Finance, Economics, or a quantitative field (math, computer science, physics) from top academic institution
• 2 years pre-MBA in investment banking in M&A / industry coverage group with multiple live-deal assignments or 2 years in management consulting with meaningful project experience
• Multiple years at a high growth, successful tech startup leading FP&A, corporate finance, or strategic finance
• Expert experience in financial modeling, budget planning, and driving to completion investor-grade presentations
• Exposure to BI tools such as tableau and ability to learn intermediate SQL and python
• Experience influencing C-suite and board-level stakeholders
• Track record of leadership, including mentoring and training junior team-members in modeling and presentation skills

Recruiting Process

• Step 1 - Talent Acquisition interview
• Step 2 - Wonderlic
• Step 3 - Interview with Finance Director
• Step 4 - Financial Modeling exercise and live presentation to CFO, Finance Director
• Step 5 - Interview with President (20 minutes cultural and any remaining questions)
• Step 6 - Offer & reference check
• Welcome aboard!

Benefits & PerksWe take care of our team so you can focus on doing your best work. At CharterUP, you'll get:

• Remote Flexibility – Work from any of our 19 live/work states, with role-dependent exceptions
• Full Health & Wellness Coverage – 100% of premiums paid for medical, dental, and vision plans for employees - including mental health resources, Teledoc, gym discounts, and family planning benefits
• Time to Recharge – 15 days PTO (increases to 20 after 2yrs) + 8 paid holidays so you can actually unplug
• Financial Security – Company-provided life insurance, as well as short-term and long-term disability for employees who qualify
• Winning Culture – Join a high-performing, fast-paced, and supportive team that wins together
• Referral Bonuses – Get rewarded for bringing top talent to the team
• Future Planning – 401(k) retirement plan to help you invest in what’s next
• Tech Setup – Your choice of Mac or PC laptop, plus monitor, keyboard, and mouse.

CharterUP is an Equal Opportunity/Affirmative Action Employer. We make all employment decisions including hiring, evaluation, termination, promotional and training opportunities, without regard to race, religion, color, sex, age, national origin, ancestry, veteran status, sexual orientation, physical handicap, mental disability, medical condition, disability, gender or identity or expression, pregnancy or pregnancy-related condition, marital status, height and/or weight.

CharterUP candidates and employees must reside in any of the following states; Arizona, California, Colorado, Florida, Georgia, Hawaii, Mississippi, Missouri, North Carolina, New Hampshire, Nevada, New York, Oklahoma, South Dakota, Tennessee, Texas, Utah, Washington, and Wyoming.

Originally posted on Himalayas

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