Financial Planning and Analysis Manager (25-26)

IDEA Public Schools; Weslaco (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 and drive financial success. This full-time remote position involves overseeing budgeting, financial forecasting, and strategic analysis to align with organizational goals. The ideal candidate will possess strong leadership skills and a passion for financial excellence, ensuring effective collaboration across teams. With a competitive salary range and comprehensive benefits, this role offers a unique opportunity to make a significant impact in a mission-driven environment. Join a dynamic organization that values integrity, respect, and professional growth.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Life Insurance

Flexible Spending

Generous Vacation

Referral Bonuses

Professional Development

403(b) Plan

Qualifications

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

Responsibilities

• Manage overall master budget and regional pro-formas.
• Provide strategic support to budget managers for accuracy.
• Collaborate with teams to identify financial improvements.

Skills

Financial Modeling

Budgeting

Financial Analysis

Leadership

Communication Skills

Education

Bachelor's Degree in Accounting

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 is crucial 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 in financial analysis and decision-making.
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, ensuring 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.

What You’ll Do – Accountabilities

Essential Duties:

1. Manage the overall master budget and regional pro-formas, contributing to drafts, scenario planning, and final adoption.
2. Provide strategic support to budget managers, ensuring accuracy and consistency.
3. Oversee fiscal year roster updates based on organizational changes.
4. Review detailed budgets for alignment with financial goals.
5. Supervise the preparation and presentation of variance analyses 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 performance metrics aligned with targets.
8. Utilize technical financial tools for insights, trends, risks, and opportunities.
9. Oversee budget amendments for approval and integration.
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 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, fostering collaboration and consensus.
• Manage Work and Teams: Ensure team performance, build mechanisms, and achieve targets.
• Grow Self and Others: Promote professional growth, create learning opportunities.
• Build a Culture of Trust: Foster open communication, address conflicts, and ensure psychological safety.
• Communicate Deliberately: Ensure clear, open communication and feedback within the team.

Additional Skills:

• Passion for IDEA’s mission, aligning financial strategies accordingly.
• Advanced financial modeling, forecasting, and portfolio management skills.
• Strong leadership and team development abilities.
• Strategic financial management expertise.
• 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, portfolio management; 2+ years in leadership.
• Proficiency in Microsoft Excel, financial modeling, ERP systems, and data analysis tools.
• Knowledge of financial compliance, forecasting, and risk management.

Preferred Experience:

• Master’s degree.

Physical Requirements:

• Sedentary position.
• 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 and qualifications. Performance-based pay may be available.

Benefits include medical, dental, vision, disability, life insurance, parenting benefits, flexible spending, generous vacation, referral bonuses, professional development, and a 403(b) plan. More info at https://ideapublicschools.org/careers/benefits/.

*Relocation stipend may be offered if applicable.

Application process:

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

Learn more about IDEA:

Our Core Values promote connection, integrity, respect, and belonging. Details at https://ideapublicschools.org/our-story/#core-values.