Financial Planning and Analysis Manager (25-26)

IDEA Public Schools; San Antonio (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 dynamic team in driving financial success. This full-time remote role emphasizes strategic decision-making, effective communication, and leadership in financial management. You will oversee budget preparation, develop financial models, and ensure alignment with organizational goals. This position offers a competitive salary and a comprehensive benefits package, including medical, dental, and professional development opportunities. Join a mission-driven organization that values integrity and collaboration, making a meaningful impact in the education sector.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Flexible Spending

Vacation

Referral Bonuses

Professional Development

403(b) Plan

Relocation Stipend

Qualifications

• 5-7 years in financial planning, budgeting, analysis, and portfolio management.
• Strong leadership skills to mentor teams and foster accountability.

Responsibilities

• Manage annual budget preparation and oversee financial models.
• Provide strategic support to budget managers and ensure accuracy.

Skills

Financial Modeling

Budgeting

Data Analysis

Forecasting

Leadership

Communication

Education

Bachelor's degree in Accounting, Finance, Business Administration, Economics

Master's degree

Tools

Microsoft Excel

ERP Systems

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 is instrumental in driving financial planning, analysis, and budgeting, ensuring accurate financial forecasting, portfolio management, and 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 financial management 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 preferences 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.

What You’ll Do – Accountabilities:

Essential Duties:

1. Manage annual budget preparation, supporting the creation of master budgets and regional pro-formas, scenario planning, and final approvals.
2. Provide strategic support and leadership to budget managers, ensuring accuracy and consistency.
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 financial metrics aligned with targets.
8. Use financial tools to analyze data, identify trends, risks, and opportunities for data-driven decisions.
9. Oversee budget amendments for approvals and ensure integration into financial systems.
10. Collaborate with cross-functional teams to identify financial improvements.
11. Manage and analyze financial portfolios, assessing decision impacts.
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: Promote professional growth and create learning opportunities.
• Build a Culture of Trust: Foster open communication and address conflicts proactively.
• Communicate Deliberately: Ensure clear, effective communication and feedback.

Additional Skills:

• Mission Focus: Passionate about IDEA’s mission, aligning financial strategies accordingly.
• Technical Financial Expertise: Advanced skills in financial modeling, forecasting, and portfolio management; proficient in Excel and ERP systems.
• Leadership & Team Development: Strong leadership to mentor teams and foster accountability.
• Strategic Financial Management: Ability to oversee financial portfolios and analyze operational efficiencies.
• Effective Communication: Excellent written and verbal 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 with 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 position is sedentary.
• Ability to move safely over uneven terrain or in confined spaces.
• Ability to respond to dangerous situations visually.

What We Offer:

Compensation & Benefits:

Salary range: $74,700 - $87,100, commensurate with experience and qualifications. Performance pay may be available.

Benefits include medical, dental, vision, disability, life insurance, parenting benefits, flexible spending, vacation, referral bonuses, professional development, and a 403(b) plan. More info at IDEA Benefits.

Relocation stipend may be offered if applicable.

Application process:

Apply online via Jobvite. Applications are reviewed on an ongoing basis until filled. Early application encouraged.

Learn more about IDEA:

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