Financial Analyst

We believe talent deserves a human touch. Your application will be read by an actual person who’s excited to discover the real you. The Financial Analyst will support with budgeting, forecasting, analyzing financial data, trend reporting, analyzing KPIs and recommending ways to improve financial performance. Primary Responsibilities - Consolidate and analyze financial data (budgets, income statement forecasts, Cash Flow, etc) taking into account both the consolidated corporate and individual operating company’s goals and financial standing. - Analyze processes to identify gaps that can improve profit margins, SGM, and EBITDA figures. - Develop financial models, conduct benchmarking and process analysis. - Conduct studies on historical, future and comparative performance and develop forecast models. - Lead the annual planning process - Identify trends, track deviations, and advise/ recommend actions to the New Charter Performance Team based on sound analysis. - Provide creative alternatives and recommendations to reduce costs and improve financial performance. - Track and determine financial status by analyzing actual results in comparison with forecasts. - Consult with management to guide and influence long term and strategic decision making within the broadest scope. - Develop operational metric analysis standards and present trend review/projections. - Assist with M&A related modeling and analysis Skills & Experience - Bachelor’s degree required, preferably with a major in finance or accounting - 2-4 years of experience working as a financial analyst, with proven proficiency in Excel and financial software applications. - Jedi level Excel skills preferred – ability to do complex formulas and modeling. Macros a plus - Understanding of Generally Accepted Accounting Principles (GAAP). - Experience with Adapative strongly preferred - Experience with Microsoft Dynamics BC, or another Enterprise level ERP system strongly preferred. - Excellent reporting, presenting and communication skills. - Ability to work with large datasets. - Strategic thinking and organizational skills. Who We are:  At New Charter, we’re building a caliber of business the IT industry hasn’t yet seen. We are Serving small-to-medium sized businesses in 10+ industries across North America, and we deliver best-in-class technology solutions to propel our clients into the digital world. We’re investing in our people – through growth and learning initiatives, employee benefits, company innovation, and more. We are constantly seeking a diverse candidate backgrounds and perspectives to amplify inclusive hiring practices for each job opening. Our partner companies have career paths for many different role types, whether you want to be deeply technical or whiteboarding with clients, and we are committed to developing fulfilling career paths for all contributors at New Charter Technologies.   We are looking for driven and passionate people who are excited to work in an incredibly rewarding environment. So, if you are ready to learn, be inspired, solve problems, and grow professionally, apply today!  Learn more here: Why New Charter. You will enjoy: - Fully remote work environment, with opportunities for national travel (may be required 2-3 times a year) - Full time 40 hours a week, working MST time zone - Compensation is expected to start at 80,000 depending on experience and expertise levels. - A sustainable work-life balance and flexibility culture - Highly collaborative culture working in a start-up environment in stealth growth mode - Generous Benefits including responsible paid time off program, along with Health, Dental, Vision, Life, Disability Insurance, HSA & 401(k) employer contributions New Charter Technologies is committed to creating an inclusive environment and is proud to be an equal opportunity employer. New Charter Technologies recruits, employs, trains, compensates, and promotes regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Who We are:  At New Charter, we’re building a caliber of business the IT industry hasn’t yet seen. We are serving small-to-medium sized businesses in 10+ industries across North America, and we deliver best-in-class technology solutions to propel our clients into the digital world. At New Charter Technologies, we’re investing in our people – through growth and learning initiatives, employee benefits, company innovation, and more. We are constantly seeking a diverse candidate backgrounds and perspectives to amplify inclusive hiring practices for each job opening. Our partner companies have career paths for many different role types, whether you want to be deeply technical or whiteboarding with clients, and we are committed to developing fulfilling career paths for all contributors at New Charter Technologies. (Please note: Every application submitted through Workday is reviewed by a real person, not an AI. We value your time and take each submission seriously.) Our teams are dedicated to pioneering breakthrough technologies, disruptive solutions, and transformative strategies. We’re the architects of change, fostering an environment where bold ideas take flight, and creativity knows no bounds. At New Charter Technologies, we’ve embraced the idea that every individual brings something special to the table. Our foundation is based on the belief that each team member plays a crucial role in our collective success.  Ready to be part of a dynamic and supportive community where your unique skills and personality shine? We’re on a mission to make a difference, and we want you to be part of the story. Let’s transform the world together and build a career that’s as unique as you are! We are looking for driven and passionate people who are excited to work in an incredibly rewarding environment. So, if you are ready to learn, be inspired, solve problems, and grow professionally, apply today!  Learn more here: Why New Charter. New Charter Technologies is committed to creating an inclusive environment and is proud to be an equal opportunity employer. New Charter recruits, employs, trains, compensates, and promotes regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.