Financial Planning and Analysis Manager (25-26)

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

Job summary

Join a forward-thinking organization as a Financial Planning & Analysis Manager, where you'll lead a dedicated team in driving financial strategy and analysis. This role offers the chance to shape financial planning and budgeting processes while ensuring alignment with ambitious organizational goals. You'll collaborate with cross-functional teams, oversee budget management, and provide critical insights to support decision-making. If you're passionate about making a significant impact in education and possess strong leadership and analytical skills, this is the perfect opportunity for you to thrive in a supportive environment that values growth and innovation.

Benefits

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

Parental benefits

Flexible spending

Vacation

Referral bonuses

Professional development

Qualifications

• 5-7 years in financial planning, budgeting, analysis, and portfolio management.
• At least 2 years in leadership roles.

Responsibilities

• Manage the overall master budget and regional pro-formas.
• Provide strategic support to budget managers ensuring accuracy.
• Lead teams in developing forecasts and financial metrics.

Skills

Financial modeling

Budgeting

Analysis

Portfolio management

Leadership

Communication

Education

Bachelor's degree in accounting, finance, business administration, economics

Master's degree

Tools

Microsoft Excel

ERP systems

Data analysis tools

Job description

Financial Planning & Analysis Manager

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.

Supervisory Responsibilities:

1. Lead, supervise, and develop at least one Budget Analyst, providing coaching, feedback, and growth opportunities.
2. Foster a collaborative team environment, encouraging skill development and continuous improvement.
3. Lead professional development initiatives for budget managers to enhance their skills.
4. Oversee training development 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 preferences for candidates in Austin, El Paso, Houston, Permian Basin (Midland/Odessa), Rio Grande Valley, San Antonio, and Tarrant County (Fort Worth), or willingness to relocate.

Travel Expectations:

Up to 20% during peak periods.

What You’ll Do – Accountabilities

Essential Duties:

1. Manage the overall master budget and regional pro-formas, including drafts, scenario planning, and final adoption.
2. Provide strategic support to budget managers, ensuring accuracy and consistency in planning cycles.
3. Maintain fiscal year roster, making revisions as needed.
4. Review detailed budgets for alignment with financial goals.
5. Supervise preparation and presentation of variance analyses, projections, and budget amendments for senior leadership.
6. Develop and manage regional and school financial models for performance analysis.
7. Lead teams in developing forecasts and financial metrics aligned with targets.
8. Use technical tools to analyze financial data, identify trends, and inform decision-making.
9. Oversee budget amendments for approval, ensuring system integration.
10. Collaborate with cross-functional teams to identify financial improvements.
11. Manage and analyze financial portfolios, assessing decision impacts.
12. Provide 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 team decision-making with a collaborative approach, considering diverse perspectives.
• Manage Work and Teams: Oversee team performance, establish strategic plans, and implement project management systems.
• Grow Self and Others: Foster a culture of growth through learning opportunities and resource provision.
• Build a Culture of Trust: Promote open communication and address conflicts proactively.
• Communicate Deliberately: Facilitate effective communication and feedback within the team.

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 management capabilities.
• Strategic financial management skills, including investment and operational efficiencies.
• Excellent communication skills for 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:

Compensation & Benefits:

Salary range: $74,700 - $87,100, commensurate with experience. Eligible for performance pay.

Benefits include medical, dental, vision, 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 Core Values promote connection, integrity, respect, and belonging. Details at Our Core Values.