Financial Planning and Analysis Manager (25-26)

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

Job summary

An established industry player is seeking a Financial Planning & Analysis Manager to lead financial strategies and budgeting efforts. This full-time remote position will play a crucial role in driving financial planning and analysis, ensuring alignment with organizational goals. The ideal candidate will have a strong background in financial modeling, budgeting, and team leadership. With a commitment to fostering a collaborative environment, you will guide your team in developing forecasts and financial metrics that support data-driven decisions. Join a mission-driven organization that values integrity, respect, and professional growth.

Benefits

Health Plans

Disability Insurance

Life Insurance

Parental Benefits

Flexible Spending

Vacation

Referral Bonuses

Professional Development

403(b) Plan

Relocation Stipends

Qualifications

• 5-7 years in financial planning, budgeting, and analysis.
• Strong leadership and team development capabilities.

Responsibilities

• Manage overall master budget and regional pro-formas.
• Provide strategic support to budget managers.
• Develop and manage financial models and forecasts.

Skills

Financial Modeling

Budgeting

Portfolio Management

Data Analysis

Leadership

Communication Skills

Education

Bachelor's in Accounting

Bachelor's in Finance

Bachelor's in Business Administration

Master's Degree (Preferred)

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 in financial analysis and decision-making.
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, Tarrant County (Fort Worth), or those willing to relocate.

Travel Expectations:

Up to 20% during peak periods.

Accountabilities and Responsibilities:

Essential Duties:

1. Manage the overall master budget and regional pro-formas, contributing to drafts, scenario planning, and final adoption processes.
2. Provide strategic support to budget managers, ensuring accuracy and consistency in planning and budgeting cycles.
3. Maintain and update fiscal year rosters based on organizational needs.
4. Review detailed budgets for alignment with financial goals and fund allocations.
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 and mentor teams in developing forecasts and financial metrics aligned with targets.
8. Use technical financial tools to analyze data, identify trends, risks, and opportunities, supporting data-driven decisions.
9. Oversee budget amendments for approval and ensure integration into financial systems.
10. Collaborate with cross-functional teams to identify financial improvement areas.
11. Manage and analyze financial portfolios, assessing impacts of financial decisions.
12. Provide in-depth financial analysis to support investment, operational, and budget 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: Oversee team performance, establish strategic plans, and implement project management systems.
• Grow Self and Others: Promote team learning and professional growth opportunities.
• Build a Culture of Trust: Ensure open communication, address conflicts, and foster a safe environment.
• Communicate Deliberately: Facilitate meetings, disseminate information clearly, and encourage feedback.

Additional Skills:

• Passionate about IDEA’s mission, aligning financial strategies accordingly.
• Advanced financial modeling, forecasting, and portfolio management skills; proficient in Excel and ERP systems.
• Strong leadership and team development capabilities.
• Strategic financial management skills, including investment insights and operational efficiencies.
• Excellent communication skills for presenting complex data to diverse stakeholders.

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; at least 2 years in leadership.
• 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:

Salary range: $74,700 - $87,100, commensurate with experience, plus performance pay. Benefits include health plans, disability, life insurance, parental benefits, flexible spending, 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 continuously until filled. Early applications encouraged.

Learn More About IDEA:

Our Culture and Core Values promote connection, integrity, respect, and belonging. Details at Our Core Values.