Head of Financial Planning and Analysis – PreK-12 Education

Leman Manhattan Preparatory School; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player in PreK–12 education is seeking a Head of Financial Planning & Analysis to enhance financial strategy and drive revenue growth. This pivotal role involves delivering actionable insights through financial modeling and data analytics, ensuring operational efficiency and strategic growth. The ideal candidate will possess a strong background in financial operations within the education sector and a passion for improving learning experiences. Join a mission-driven team committed to academic excellence and sustainable growth, where your contributions will directly impact the future of education.

Qualifications

• 5+ years of FP&A or financial analysis experience in K–12 education preferred.
• Strong understanding of tuition-based revenue models and enrollment dynamics.

Responsibilities

• Lead financial analysis, forecasting, and long-range planning processes.
• Develop dashboards and KPIs to provide visibility into school performance metrics.

Skills

Financial Analysis

Data Visualization

Financial Modeling

Forecasting

Lean Six Sigma

Communication Skills

Problem-Solving

Education

Bachelor’s degree in Finance, Accounting, Business

MBA

Tools

Power BI

Tableau

Excel

NetSuite

QuickBooks

Job description

Main Purpose of the Role:

We are seeking a results-driven Head of Financial Planning & Analysis (FP&A) to support financial strategy, drive revenue growth, and enhance pricing optimization across our PreK–12 institution. This role is pivotal in delivering actionable insights through robust financial modeling, data analytics, and process improvement—directly contributing to operational efficiency and strategic growth. The ideal candidate combines a deep understanding of financial operations with experience in the education sector and a passion for delivering high-quality, accessible learning experiences.

Key Responsibilities:

(The primary tasks, functions and deliverables of the role)

1. Lead the financial analysis, forecasting, and long-range planning processes for the organization.
2. Analyze tuition pricing, enrollment trends, and market positioning to support strategic pricing models and tuition strategies that balance growth and affordability.
3. Drive revenue growth initiatives by evaluating innovative programs, locations, and market expansion opportunities.
4. Conduct in-depth financial and operational performance analysis, highlighting risks, trends, and improvement areas.
5. Partner with Admissions, Marketing, and Academics to assess ROI on enrollment campaigns, retention strategies, and new student acquisition efforts.
6. Develop and maintain dashboards and KPIs using tools like Power BI, Tableau, and Excel to provide clear visibility into school performance metrics.
7. Lead process improvement initiatives across financial operations using Lean Six Sigma methodologies, improving accuracy, reducing costs, and optimizing resources.
8. Collaborate with senior leadership on business cases for revenue growth initiatives, capital improvements, and programmatic investments.
9. Create executive-level reports and presentations to communicate insights, trends, and strategic recommendations.
10. Prepare and deliver concise, data-driven presentations for executive leadership, Board of Managers, and department heads.

Qualifications:

1. Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA preferred.
2. 5+ years of FP&A or financial analysis experience; experience in a for-profit K–12 educational environment is preferred.
3. Strong understanding of tuition-based revenue models, program profitability, and enrollment dynamics in the PreK–12 space.
4. Certification in Lean Six Sigma (Green Belt or higher strongly preferred).
5. Proficiency in financial modeling, forecasting, and data visualization using Excel, Power BI, Tableau, or similar tools.
6. Experience with ERP or financial systems (e.g., NetSuite, QuickBooks, or education-specific platforms like FACTS or Blackbaud) is a plus.
7. Effective communication skills with the ability to work cross-functionally and present data to non-financial stakeholders.
8. Highly organized with a proactive, problem-solving approach and the ability to manage multiple projects in a fast-paced environment.
9. Experience with data visualization and analytics tools (e.g., Tableau, Power BI, SQL); familiarity with ERP systems like Workday, Banner, or Oracle is a plus.

Preferred Attributes:

1. Passion for education and a belief in the power of data to drive better student and business outcomes.
2. Experience working across multiple school sites or regions in a centralized finance role.
3. Comfortable in a high-growth, entrepreneurial environment with evolving priorities.

Why Join Us?

At Leman Manhattan Preparatory School, we are redefining what is possible in PreK–12 education. Join a mission-driven team committed to academic excellence, operational efficiency, and sustainable growth. Your work will directly support our ability to expand access, deliver top-tier learning experiences, and empower the next generation.