Financial Planning and Analysis Manager (25-26)

IDEA Public Schools; Austin (TX); Remote; USD 74,000 - 88,000; Full time

Job summary

An innovative educational organization is seeking a Financial Planning & Analysis Manager to lead a team in driving financial strategy and analysis. This role involves overseeing budget management, financial forecasting, and portfolio analysis while ensuring alignment with the organization's ambitious goals. The ideal candidate will possess strong leadership skills, advanced financial modeling expertise, and a passion for educational success. Join a collaborative environment where you can make a significant impact on financial decision-making and strategic planning. If you are ready to contribute to a mission-driven organization, this is the opportunity for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Life Insurance

Parental Benefits

Flexible Spending

Generous Vacation

Referral Bonuses

403(b) Retirement Plan

Qualifications

• 5-7 years in financial planning and analysis with leadership experience.
• Passion for aligning financial strategies with organizational goals.

Responsibilities

• Manage overall master budget and regional pro-formas.
• Provide strategic support to budget managers for accurate planning.
• Supervise preparation of variance analyses and budget amendments.

Skills

Financial Modeling

Budget Management

Data Analysis

Team Leadership

Communication Skills

Education

Bachelor’s degree in Accounting or Finance

Master’s degree

Tools

Microsoft Excel

ERP Systems

Job description

Financial Planning & Analysis Manager

The Business Office supports IDEA Public Schools' leadership in achieving ambitious financial and student success goals. The Manager of Financial Planning & Analysis will report to the Director of Financial Planning & Analysis and oversee a team, including at least one Budget Analyst. This role will be instrumental in driving financial planning, analysis, and budgeting, ensuring accurate financial forecasting, portfolio management, and the alignment of budgets with organizational goals.

Supervisory Responsibilities:

1. Lead, supervise, and develop at least one Budget Analyst, providing coaching, feedback, and professional growth opportunities.
2. Foster a collaborative team environment, encouraging skill development and continuous improvement.
3. Lead professional development initiatives for budget managers to enhance financial management and portfolio analysis skills.
4. Oversee the development and delivery of training for finance teams to ensure staff are equipped with necessary tools and knowledge.

Location:

This is a full-time remote position based in Texas, with preference for candidates in Austin, El Paso, Houston, Permian Basin (Midland/Odessa), Rio Grande Valley, San Antonio, and Tarrant County (Fort Worth), or those willing to relocate.

Travel Expectations:

Up to 20% during peak periods.

Accountabilities & Responsibilities:

Essential Duties:

1. Manage overall master budget and regional pro-formas, contributing to drafts, scenario planning, and final approval processes.
2. Provide strategic support to budget managers, ensuring accuracy and consistency in the planning cycle.
3. Maintain and update fiscal year rosters based on organizational needs.
4. Review detailed budgets to ensure alignment with financial goals.
5. Supervise the preparation and presentation of variance analyses, projections, and budget amendments, advising senior leadership.
6. Develop and manage regional and school financial models, analyzing data to improve performance.
7. Lead teams in developing forecasts and performance metrics aligned with targets.
8. Utilize technical financial tools to identify trends, risks, and opportunities for data-driven decisions.
9. Oversee budget amendments for approval, ensuring efficient integration into financial systems.
10. Collaborate with cross-functional teams to identify financial improvements and optimize performance.
11. Manage and analyze financial portfolios, assessing impacts of decisions on overall health.
12. Provide in-depth financial analysis to support various organizational decisions.
13. Develop and manage financial models, reports, and forecasts aligned with strategic goals.

Knowledge and Skills – Competencies:

• Make Strategic Decisions: Guide decision-making within the team, fostering collaboration and consensus.
• Manage Work and Teams: Ensure team performance and cohesion through strategic planning and project management.
• Grow Self and Others: Foster professional development and create growth opportunities.
• Build a Culture of Trust: Promote open communication and address conflicts proactively.
• Communicate Deliberately: Ensure clear dissemination of information and feedback.

Additional Skills:

• Passion for IDEA's mission, aligning financial strategies accordingly.
• Advanced skills in financial modeling, forecasting, and portfolio management, with proficiency in Excel and ERP systems.
• Strong leadership in managing teams and fostering accountability.
• Ability to oversee financial portfolios and provide strategic insights.
• Excellent communication skills to present complex data effectively.

Required Experience:

• Bachelor’s degree in accounting, finance, business administration, economics, or related field.
• 5-7 years in financial planning, budgeting, analysis, and portfolio management, including at least 2 years in leadership roles.
• Proficiency in Microsoft Excel, financial modeling, ERP systems, and data analysis tools.

Preferred Experience:

• Master’s degree.

Physical Requirements:

• This is a sedentary role.
• Ability to move safely over uneven terrain or confined spaces.
• Ability to see and respond to hazards.

What We Offer:

Salaries typically range from $74,700 to $87,100, commensurate with experience, plus performance-based pay. Benefits include medical, dental, vision, disability, life insurance, parental benefits, flexible spending, generous vacation, referral bonuses, professional development, and a 403(b) plan. More info at IDEA Benefits.

Relocation stipends may be available.

Application Process:

Apply online via Jobvite. Applications are reviewed on a rolling basis until filled. Early applications are encouraged.

Learn More About IDEA:

Our Core Values promote a culture of respect and belonging. Learn more at Our Core Values.