Title: Senior Financial Analyst Locations: Charter Steel - Saukville, WI Charter Steel - Cleveland, OH hybrid time type Full time job requisition id R07823 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 or Cleveland, OH 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. Senior Financial Analyst – Metallics & Operations Technology Position Purpose We are seeking a highly experienced Finance professional to serve as a trusted advisor to business leaders, with primary support for Metallics, and Operations Technology initiatives. In this role, you will drive financial insights, influence business decision-making, and support initiatives that improve performance, reduce costs, strengthen financial visibility, and enhance operational decision support. You will work cross-functionally to solve complex financial and operational challenges, support forecasting, budgeting, and long-range planning, and provide analysis for metallics, raw materials, capital projects, and operations technology-related initiatives. This position offers strong visibility and the opportunity to support financial strategy, continuous improvement, and transformation efforts through improved cost visibility, financial modeling, dashboards, KPIs, and business decision support. This role is a senior individual contributor position. The ongoing need is for a finance partner who can maintain, enhance, and execute established reporting, analytical tools, processes, and business partnerships while continuing to improve visibility, accuracy, and usability for the business. The role is expected to bring insights to Operations, Supply Chain, Metallics, Procurement, Engineering, IT, and Finance partners and help operationalize those insights through actions, KPIs, controls, dashboards, process changes, and recurring management routines. What You’ll Do Strategic Advisory & Business Partnering - Act as a trusted financial advisor to business leaders, providing insights that support strategic decisions and performance goals for metallics, raw materials, operations, supply chain, capital projects, and operations technology initiatives. - Partner with cross-functional teams to address complex financial challenges and opportunities related to cost drivers, sourcing changes, inventory trends, usage patterns, market movements, capital investments, and operating performance. - Translate financial results into clear, actionable recommendations for both finance and non-finance stakeholders. - Partner with Metallics, Procurement, Operations, Supply Chain, Engineering, IT, site leaders, and Finance to evaluate initiatives, operating processes, financial impacts, and performance improvement opportunities. - Bring financial insights to Operations and Supply Chain partners and help convert those insights into practical actions, KPIs, dashboards, controls, process improvements, or recurring review routines. Financial Reporting, Forecasting & Analysis - Lead financial reporting and variance analysis, delivering clear insights into performance trends for metallics, raw materials, capital projects, and Operations Technology initiatives. - Prepare and review forecasts, budgets, and long-range plans, including operational spending, raw material cost impacts, project forecasts, and materials-related business assumptions. - Support month-end close activities, reconciliations, reporting deliverables, and financial reviews related to metallics, raw materials, inventory, sourcing, usage, capital projects, and operating performance. - Provide analysis on key metrics and financial performance drivers to inform decision-making. - Analyze cost drivers, purchasing impacts, inventory trends, usage patterns, sourcing changes, raw material market movements, Value-In-Use metallics strategies, and operational performance. - Prepare recurring and ad hoc financial reports for leadership, including analysis of key business processes, project forecasts, cost trends, benefit tracking, and relevant KPIs. - Support reporting accuracy, data integrity, financial controls, and audit-related requests for supported business processes. Continuous Improvement & Cost Optimization - Lead and support continuous improvement initiatives that drive efficiency, accuracy, and scalability. - Identify cost reduction opportunities and partner with business leaders to evaluate and implement strategies. - Drive financial process improvements, automation, reporting standardization, and best practices. - Identify opportunities to improve reporting efficiency, data quality, financial visibility, decision-support tools, dashboards, and operational KPIs. - Use modern data and analytics tools to support continuous improvement, self-service reporting, and data-driven decision-making. - Assist in the development and maintenance of reporting processes, controls, and procedures related to metallics, raw material sourcing, usage, inventory management, and project reporting. Projects & Leadership - Lead financial problem-solving efforts and support strategic, cross-functional projects related to metallics, raw materials, capital investments, operations technology, procurement, operations, and supply chain performance. - Contribute to initiatives that impact financial operations, reporting, analytics, and business performance. - Serve as a financial resource for Operations Technology and digital initiatives by working with IT, Operations, Engineering, site leaders, and OT/digital leaders to evaluate project scope, financial benefits, ROI, and long-term operational impact. - Support capital project financial analysis, including business case development, project forecasting, ROI, benefit tracking, cost savings analysis, and post-project performance review. - Maintain, enhance, and leverage existing analytical dashboards, reporting tools, and financial models to support business decision-making. What You Bring Required Qualifications - Bachelor’s degree in Accounting, Finance, Business Administration, Economics, Data Analytics, or related field. - 7+ years of progressive finance or accounting experience. - Advanced analytical skills with the ability to synthesize data from multiple sources. - Strong communication skills with the ability to influence and educate stakeholders at all levels. - Proven ability to operate independently, think strategically, and solve complex problems. - Advanced proficiency in Microsoft Excel, PowerPoint, and financial analysis tools. - Ability to connect operational activity, procurement changes, raw material trends, capital investments, and technology initiatives to financial outcomes. - Ability to work with large data sets and convert complex operational and financial information into concise business insights and recommended actions. - Strong understanding of financial reporting, forecasting, budgeting, variance analysis, and business performance drivers. Preferred Qualifications - 10+ years of experience in finance, accounting, or related disciplines. - CPA, MBA, or progress toward certification. - Experience in manufacturing, cost accounting, operational finance, procurement finance, supply chain finance, or capital project finance. - Experience with ERP systems; Oracle, Hyperion, or similar. - Strong financial modeling capabilities; ROI, IRR, NPV, payback analysis. - Experience with data visualization tools; Power BI, Tableau, or similar. - Demonstrated success leading initiatives or cross-functional projects. - Experience supporting manufacturing, raw materials, metals, supply chain, procurement, plant operations, or capital-intensive operations. - Experience with Oracle, MES, Tableau, Power BI, Alteryx, SQL, or similar systems. - Experience analyzing business cases, project benefits, cost savings, sourcing impacts, inventory, usage, operational performance metrics, or post-project results. - Experience helping operationalize financial insights through dashboards, KPIs, controls, recurring reviews, or process improvements. Why This Role - Strategic impact: Influence financial and business outcomes across metallics, raw materials, operations, supply chain, capital projects, and operations technology. - Visibility: Partner directly with leaders and key stakeholders in Metallics, Procurement, Operations, Supply Chain, Engineering, IT, and Finance. - Leadership opportunity: Drive initiatives and lead meaningful change as a senior individual contributor. - Growth: Expand expertise across manufacturing finance, operations finance, raw material economics, capital project analysis, and data-driven decision support. 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).

Develop and maintain lifecycle cost models, perform cost estimating and analysis, evaluate design alternatives, and support financial modeling for strategic investment decisions throughout the product lifecycle.

Title: Investor Services Analyst Location: Boston, MA, United States Job Description: Full time job requisition id R93537 About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role The Relationship team within the Funds Group contributes to Wellington Management’s mission by delivering first-class client service to clients who invest in Wellington’s sponsored funds. These clients represent financial advisors, US wirehouses, endowment, foundation, family office, corporate, and public funds relationships invested in commingled pools including Wellington Managed Funds – US, Wellington Trust Company NA, Wellington Management Funds - Global, Wellington US Registered Funds and Wellington Alternative Investments. This role will focus on clients invested within Wellington’s US registered interval and tender offer funds and the successful candidate will be the key point of contact for financial advisor clients. The Investor Services Analyst will work as part of a team responsible for but not limited to: coordination of client account openings and closings, client reporting requirements with the fund reporting team, responsible for protecting the validity and accuracy of the client data, RFIs, cash flows, capital calls, distributions and other direct client interactions on servicing items. To accomplish these responsibilities, the Investor Services Analyst is expected to partner closely with other parts of the business such as Internal Wholesalers, Relationship Managers, Fund Services, Fund Reporting and the wider Funds Group team to ensure the client’s requirements are met. Specific responsibilities include but not limited to:  - Coordinate administrative aspects of onboarding/offboarding of fund investors - Coordinate new deliverables via the delivery management platform and/or with Fund Reporting team including documentation of procedures - Complete recurring tasks such as operational due diligence questionnaires and requests for information - Oversee coordination of fund-related queries from clients, adhering to strict SLAs - Communicate fund-related information to investors - Provide support to fund investors for client portal access, password resets etc. - Support fund documentation changes - Contribute to fund investor specific projects, including system enhancements and process improvements Qualifications/Attributes The ideal candidate for the role will have: - Minimum of 3-5 years experience in the investment management industry, in areas of client service or operations, with experience with US Registered/40 Act interval and tender offer funds - Strong relationship building and collaboration skills and the curiosity to learn - Ability to cope under pressure within a high volume environment - Sound business judgement and the ability to synthesize complex issues and effectively balance competing objectives and risks, and the ability to think creatively to solve business problems for clients - Strong communication and presentation skills - Project management skills, influencing, team-orientation, consensus building, and strong quantitative, written and verbal communication skills - IT skills such as python coding or SQL are an advantage - A college degree is required JOB TITLE Investor Services Analyst JOB FAMILY Investment Product & Fund Strategy LOCATION 280 Congress Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management considers all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com. At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 80,000 - 150,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Customer Care Analyst Location: United States - Remote Job Description: time type Full time job requisition id R67773 Job Summary: The Customer Care Analyst provides phone-based support, gathers customer needs, and triages issues to the appropriate teams to ensure a smooth and positive customer experience. Job Description: Job Summary The Customer Care Analyst serves as the first point of contact for Red River Software customers, delivering high-quality phone support and ensuring a positive customer experience. This role focuses on understanding customer needs, documenting issues, and effectively triaging requests to the appropriate teams for resolution. This position is responsible for intake, communication, and coordination of customer issues, ensuring clear expectations and timely follow-up throughout the customer journey. Success in this role comes from strong communication, attention to detail, and ownership—not deep technical troubleshooting. Key Responsibilities Customer Support & Communication - Provide high-quality support primarily through inbound phone interactions - Deliver a professional, empathetic, and solutions-oriented experience - Ask effective questions to clearly understand customer needs Issue Intake & Triage - Accurately document customer issues and requests - Identify the type, urgency, and impact of each issue - Resolve common or basic requests when possible, during the initial interaction - Route issues to the appropriate internal team with clear, complete information Case Management & Follow-Up - Maintain accurate and complete records of customer interactions - Monitor open cases and ensure timely follow-up and resolution - Communicate updates, next steps, and expectations clearly to customers Cross-Team Coordination - Collaborate with internal teams to ensure smooth handoffs - Provide complete context when escalating issues to reduce delays and rework Process & Continuous Improvement - Follow established workflows and support processes - Identify recurring issues and share trends with leadership - Contribute to improving customer experience and internal processes Qualifications Required - 1–3 years of experience in customer service, call center, or customer-facing support - Strong verbal communication and active listening skills - Ability to remain calm and professional in high-volume environments - Strong organizational skills and attention to detail - Ability to manage multiple priorities in a fast-paced environment Preferred - Experience providing phone-based customer support - Familiarity with CRM or ticketing systems (e.g., HubSpot or similar) - Experience working in a cross-functional team environment Success in This Role - Customers feel heard, supported, and confident after each interaction - Issues are accurately triaged and routed the first time - Communication is clear, timely, and consistent - Cases are well-documented and followed through to resolution - Strong collaboration improves overall customer outcomes Additional Information - This is a remote position - Occasional travel may be required based on business needs Worker Type: Regular Number of Openings Available: 1