Manager 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: Manager of Financial Planning & Analysis (FP&A)

Reports to: CFO

Location: Hybrid in Atlanta preferred; Hybrid in Austin considered; full time in-office until fully ramped

About the Role:

As Manager of FP&A at CharterUP, you will play a critical role in supporting CharterUP’s financial planning, forecasting, and performance analysis efforts. This is a highly visible, hands-on role that partners closely with the CFO and cross-functional leaders to deliver insights that inform decision-making across the business. You will own the budgeting process, board reporting, build and maintain CharterUP’s financial model, and partner with functional leads to drive operational improvements and efficiencies as the company continues to grow. This role is ideal for someone who thrives in a fast-paced environment, enjoys digging into data, and wants to make a direct impact on company performance.

What You’ll Do:

Strategic Financial Leadership:

• Own the financial planning cycle, including annual budgets, quarterly re-forecasts, 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, with a focus on key business drivers
• Support finance-related workstreams for future fundraises and potential acquisitions, including modeling, analysis, and materials preparation

Cross-Functional Business Partnering:

• 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 to improve efficiency and insight generation

Team & Process Management:

• Scale the FP&A function, supporting best practices and operational excellence

Reporting & Performance Analysis:

• Build and maintain CharterUP’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

What You’ll Bring: 

• Bachelor’s degree from top academic institution; preference for Finance, Economics, or a quantitative field (math, computer science, physics) 
• 2 years pre-MBA or post-MBA in investment banking in M&A or industry coverage group with multiple live-deal assignments; or 2 years pre-MBA or post-MBA in 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 (dependent on previous experience)
• Expert experience in financial modeling, budget planning, and driving to completion investor-grade presentations
• Experience influencing C-suite and board-level stakeholders

Recruiting Process

• Step 1 - Wonderlic
• Step 2 - Video call: Talent Acquisition interview
• Step 3: Interview with Finance 
• Step 4 Financial Modeling exercise and live presentation to CFO, Finance Director
• Step 5 - Final Interview 
• Step 6 - Offer & reference check
• Welcome aboard!

Global Benefits & Perks at CharterUP

We believe great people can live anywhere—and they deserve great benefits, too. While offerings may vary slightly by location, we prioritize hiring near our hubs in Austin, Atlanta, Miami, and Denver as we grow our global team.

• 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.

CharterUP 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. CharterUP is committed to providing reasonable accommodations during the hiring process. If you need assistance or an accommodation, please contact your recruiter.

Hiring Locations: CharterUP U.S.-based candidates and employees must reside in one 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.

We hire in the U.S. and Canada and are actively expanding our global footprint.