Financial Planning and Analysis Manager (25-26)

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

Job summary

An established industry player is seeking a Financial Planning & Analysis Manager to lead a team in driving financial strategies and ensuring budget alignment with organizational goals. This full-time remote role emphasizes collaboration, leadership, and strategic decision-making. The ideal candidate will have a strong background in financial planning, budgeting, and analysis, with the ability to mentor others and foster a culture of continuous improvement. Join a mission-driven organization that values integrity and respect, and make a significant impact on financial stewardship and student success.

Benefits

Medical, dental, and vision plans

Disability and life insurance

Flexible spending account options

Generous vacation time

Referral bonuses

Professional development

403(b) plan

Relocation stipend (if applicable)

Qualifications

• 5-7 years of experience in financial planning and budgeting.
• Strong leadership capabilities to manage and mentor teams.

Responsibilities

• Oversee annual budget preparation and support.
• Lead and mentor teams in financial performance metrics.

Skills

Financial Planning

Budgeting

Financial Analysis

Leadership

Excel

Portfolio Management

ERP Systems

Data Analysis

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

Master's degree (preferred)

Tools

Microsoft Excel

ERP Systems

Job description

Financial Planning & Analysis Manager

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Mission:

The Business Office supports IDEA Public Schoolsu2019 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.

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Supervisory Responsibilities:

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Lead, supervise, and develop at least one Budget Analyst, providing consistent coaching, feedback, and opportunities for professional growth.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Foster a collaborative team environment, encouraging skill development and a focus on continuous improvement in financial analysis and decision-making.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Lead professional development initiatives for budget managers, enhancing their financial management and portfolio analysis skills.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Oversee the development and delivery of training for finance teams, ensuring staff are equipped with the tools and knowledge to excel in financial stewardship and budget management.

Location:

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

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Travel Expectations:u00A0u00A0u00A0u00A0

u00A0 Up to 20% of the time during the busiest parts of the year.

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What Youu2019ll Do u2013 Accountabilities

Essential Duties:

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Annual Budget Preparation and Support

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Manage the overall master budget and regional pro-formas, contributing to preliminary drafts, scenario planning, and final adoption processes.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Provide strategic support and leadership to budget managers and their teams, ensuring accuracy and consistency throughout the annual planning and budgeting cycle.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Oversee fiscal year roster maintenance, making revisions and updates based on organizational needs, changes, and discrepancies.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Lead the review of detailed budgets, ensuring alignment with target fund allocations and IDEAu2019s financial goals.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Supervise the preparation and presentation of variance analyses, projections, and budget amendment recommendations, advising senior leadership on financial implications

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Develop and manage regional and school financial models, presenting comprehensive analysis of financial data to drive performance improvements

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Lead and mentor teams in the development of detailed forecasts, rolling forecasts, and financial performance metrics, ensuring alignment with annual operating income targets.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Use technical financial tools to provide insights into financial data and identify trends, risks, and opportunities, driving data-driven decision-making at all levels.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Oversee the preparation of budget amendments for the Finance Committee and Board of Directors' approval, ensuring amendments are integrated efficiently into the financial system.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Work closely with cross-functional teams to identify areas of financial improvement, providing actionable insights to optimize financial performance.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Manage and analyze financial portfolios, assessing the impact of various financial decisions on IDEA's overall financial health.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Provide in-depth financial analysis to support investment, operational, and budget decisions across regional and school teams.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Develop and manage a portfolio of financial models, reports, and forecasts to ensure alignment with long-term strategic goals and financial targets.

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Knowledge and Skills u2013 Competencies

• Make Strategic Decisions: This leader is responsible for guiding the decision-making process within the team. They foster a collaborative environment where team members contribute to decision-making, ensuring that diverse perspectives are considered and team consensus is built when appropriate.

• Manage Work and Teams: This leader is responsible for the overall performance and cohesion of their team. They build operating mechanisms, establish strategic plans, and implement project management systems that ensure that their team operates smoothly and achieves its targets.

• Grow Self and Others: This leader is responsible for fostering a culture of growth within the team. They create opportunities for team learning, facilitate team development sessions, and ensure that team members have the resources and support they need to grow professionally.

• Build a Culture of Trust:u00A0 This leader is responsible for ensuring team members feel safe to express their ideas and concerns. They proactively address conflicts and facilitate open communication, setting the standard for trust and safety within the team.

• Communicate Deliberately: This leader prioritizes open channels of communication on their team. They facilitate team meetings, ensure clear dissemination of information, and encourage feedback loops within their teams to promote understanding and cohesion.

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Additional Skills:

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Mission Focus u2013 Passionate about IDEAu2019s mission to ensure college success for all students, with the ability to align financial strategies to this mission.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Technical Financial Expertise u2013 Advanced skills in financial modeling, forecasting, and portfolio management. Proficient in analyzing complex financial data and driving actionable insights using advanced Excel and ERP systems.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Leadership & Team Development u2013 Strong leadership capabilities to manage and mentor teams, fostering a culture of financial accountability and continuous improvement.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Strategic Financial Management u2013 Ability to oversee and manage financial portfolios, offering insights into investment strategies and operational efficiencies.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Effective Communication u2013 Superior written, verbal, and interpersonal communication skills, with the ability to clearly present complex financial data to diverse stakeholders.

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Required experience:

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Education: Bacheloru2019s degree in accounting, finance, business administration, economics, or a related field

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Experience: 5-7 years of experience in financial planning, budgeting, analysis, and portfolio management, with at least 2 years of leadership or supervisory experience.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Technical Skills: Proficient in Microsoft Excel, financial modeling, and experienced with ERP systems and advanced data analysis tools. Knowledge of financial portfolio management principles and best practices.

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Additional Skills: Strong understanding of financial compliance, strategic forecasting, and risk management.

Preferred experience:

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 Masters degree

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Physical Requirements:

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 This is a sedentary position

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 The ability to move safely over uneven terrain or in confined space

u00B7 u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0u00A0 The ability to see and respond to dangerous situations

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u00A0 What We Offer:

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Compensation & Benefits:

Salaries for people entering this role typically fall between $74,700 and $87,100 , commensurate with relevant experience and qualifications and in alignment with internal equity. This role is also eligible for performance pay based on organizational performance and goal attainment.

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Additionally, we offer medical, dental, and vision plans, disability, life insurance, parenting benefits, flexible spending account options, generous vacation time, referral bonuses, professional development, and a 403(b) plan. You can find more information about our benefits at https://ideapublicschools.org/careers/benefits/ .

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* IDEA may offer a relocation stipend to defray the cost of moving for this role, if applicable.

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Application process:

Submit your application online through Jobvite. Please note that applications will be reviewed on an ongoing basis until the position is filled. Applicants are encouraged to apply as early as possible.

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Learn more about IDEA

At IDEA the Staff Culture and Belonging Team uses our Core Values to promote human connection and a culture of integrity, respect, and belonging for all Team and Family members.u00A0 Learn more about our Commitment to Core Values here: https://ideapublicschools.org/our-story/#core-values

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