Financial Planning and Analysis Manager (25-26)

Community Options, Inc.; Austin (TX); Remote; USD 74,000 - 88,000; Full time

Job summary

Community Options, Inc. is seeking a Financial Planning and Analysis Manager to lead financial planning, budgeting, and analysis efforts. This role oversees a team and is instrumental in driving financial decisions aligned with organizational goals, ideally suited for someone with strong leadership and financial skills.

Benefits

Performance pay

Health plans

Disability insurance

Life insurance

Parental benefits

Flexible spending

Vacation

Referral bonuses

Professional development

403(b) retirement plan

Qualifications

• 5-7 years of experience in financial planning, budgeting, analysis, and portfolio management.
• At least 2 years of leadership experience required.
• Proficient in financial modeling and compliance knowledge.

Responsibilities

• Lead financial planning and analysis processes.
• Manage budgets and supervise a team.
• Present variance analyses and budget recommendations to leadership.

Skills

Leadership

Financial Modeling

Financial Analysis

Strategic Decision-Making

Effective Communication

Education

Bachelor’s degree in accounting, finance, business administration, economics, or related field

Tools

Excel

ERP systems

Data analysis tools

Job description

Financial Planning and Analysis Manager (25-26)

3 days ago Be among the first 25 applicants

Mission
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.

Description
The Financial Planning & Analysis Manager will lead financial planning, analysis, and budgeting processes, develop financial models and forecasts, and support strategic financial decision-making to meet organizational goals. Responsibilities include managing budgets, leading financial analysis, supervising staff, and collaborating with cross-functional teams to optimize financial performance.

Supervisory Responsibilities

• Lead, supervise, and develop at least one Budget Analyst, providing coaching, feedback, and growth opportunities.
• Foster a collaborative team environment, encouraging skill development and continuous improvement in financial analysis and decision-making.
• Lead professional development initiatives for budget managers, enhancing financial management and portfolio analysis skills.
• Oversee training for finance staff to ensure effective financial stewardship and budget management.

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

Travel Expectations
Up to 20% during peak periods.

Essential Duties

• Manage annual budget preparation, scenario planning, and final adoption processes.
• Provide strategic support to budget managers, ensuring accuracy and consistency.
• Oversee fiscal year roster updates and revisions.
• Review detailed budgets for alignment with organizational goals.
• Present variance analyses, projections, and budget recommendations to senior leadership.
• Develop regional and school financial models, analyzing data to improve performance.
• Lead team development of forecasts and financial metrics aligned with targets.
• Utilize financial tools to identify trends, risks, and opportunities for data-driven decisions.
• Prepare budget amendments for approval, ensuring system integration.
• Collaborate across teams to identify financial improvements.
• Manage and analyze financial portfolios, assessing decision impacts.
• Provide detailed financial analysis for investment and operational decisions.
• Develop and manage financial models, reports, and forecasts aligned with strategic goals.

Knowledge and Skills – Competencies

• Strategic decision-making and fostering team collaboration.
• Managing team performance and building operational mechanisms.
• Promoting team growth and professional development.
• Building a culture of trust and open communication.
• Effective communication of complex financial data to stakeholders.

Additional Skills

• Passion for IDEA’s mission and aligning financial strategies accordingly.
• Advanced financial modeling, forecasting, and portfolio management skills.
• Leadership in managing and mentoring teams.
• Strategic financial management and operational efficiency expertise.
• Excellent written and verbal communication skills.

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, with at least 2 years in leadership.
• Proficiency in Excel, financial modeling, ERP systems, and data analysis tools.
• Knowledge of financial compliance, forecasting, and risk management.

Preferred Experience

• Master’s degree.

Physical Requirements

• Primarily sedentary work.
• Ability to move safely over uneven terrain or confined spaces.
• Respond to dangerous situations visually and physically.

What We Offer

Salary range: $74,700 - $87,100, commensurate with experience. Performance pay, health plans, disability, life insurance, parental benefits, flexible spending, vacation, referral bonuses, professional development, and 403(b). More info: https://ideapublicschools.org/careers/benefits/

Relocation stipend may be available.

Application Process

Apply online via Jobvite. Applications reviewed continuously until filled. Early applications encouraged.

Learn more about IDEA and our Core Values: https://ideapublicschools.org/our-story/#core-values