Manager Financial Planning & Analysis

Durham School Services; Warrenville (IL); On-site; USD 110,000 - 138,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Holiday pay

PTO accrual

Retirement savings plan

Job summary

Summit School Services, headquartered in Warrenville, Illinois, seeks a Manager, FP&A to lead budgeting, forecasting, and financial analytics for the company and its Charter and Real Estate teams.

The role partners with executive leadership, producing monthly results, variances commentary, and analytics to drive strategic decision making while improving forecast quality and process efficiency.

Qualifications

• Bachelor’s degree in accounting or finance required; CPA, CFA or MBA desirable.
• Strong financial modeling/ analysis experience.
• Ability to interface with all levels of management with clear explanations.

Responsibilities

• Act as a key member of the annual budget process to produce the roll-up of the Company level budget.
• Support VP of Finance on the creation of the annual five-year plan.
• Analyze monthly results comparing against forecast, budget and prior year, identify key drivers of variances and prepare insightful commentary.
• Lead and support budget, forecast, and monthly results for Charter and Real Estate teams.
• Assist field finance with monthly review packages.
• Diagnose and implement process improvements to improve forecast quality.
• Develop analytics to uncover root causes of performance trends and translate into actionable insights.

Skills

Financial modeling

Analytical thinking

Interpersonal skills

Time management

Clear communication

Education

Bachelor's degree in accounting or finance

CPA/CFA/MBA desirable

Tools

Excel

Word

PowerPoint

ERP systems

Essbase

Job description

Summit School Services companies share a strong commitment to provide the highest level of transportation safety, quality transportation, outstanding customer service and positive employee relations. Our corporate headquarters, located in Warrenville, Illinois, houses the administrative and corporate support functions for the organization. Our 250+ local customer service centers (CSCs) are supported by regional operations teams located throughout North America.

The Manager, FP&A will support the annual budget and quarterly forecast for the company, partner with the Charter and Real Estate teams, performing regular and ad-hoc reporting to facilitate better decision making across the Company. This is a highly visible role with significant exposure to the Company’s executive team and an excellent growth opportunity for an experienced finance individual.

Responsibilities

• Act as a key member of the annual budget process to produce the roll-up of the Company level budget, and bridging consolidated results to sense check the overall budget
• Support VP of Finance on the creation of the annual five-year plan
• Analyze monthly results comparing against forecast, budget and prior year, identify key drivers of variances and prepare insightful commentary
• Leading and supporting budget, forecast, and monthly results for the Charter and Real Estate teams
• Assisting field finance with monthly review packages
• Diagnose and implement process improvements to improve financial forecast quality
• Develop analytics to uncover root causes of performance trends and translate the analysis into clear and actionable insights for multiple audiences
• Interact daily with accounting and other corporate departments and serve as the Finance liaison
• Working with AR team and field finance on collection of outstanding balances
• Managing large projects or processes with limited oversight from manager
• Build financial, scenario-based models to support decision making

The salary range for this role is $110,000 - $138,000 annually.

Qualifications

REQUIREMENTS:

• Bachelor’s degree in accounting or finance required; CPA, CFA, or MBA is desired
• A minimum of three to five years finance experience, primarily in a corporate finance environment.
• Strong commitment to providing excellence in client service
• Ability to work under rigorous time constraints and manage multiple tasks
• Demonstrated financial modeling/ analysis experience
• Proactive, professional demeanor with strong interpersonal skills
• Demonstrated ability of producing high quality results with an emphasis on attention to detail
• Ability to interface efficiently with all levels of management – ability to provide clear, concise explanations of complex problems to management
• Demonstrated analytical skills and business acumen solving tough problems with creative data driven solutions
• Expert knowledge of MS Excel and advanced knowledge of MS Word and MS PowerPoint
• Significant financial experience using financial/ERP systems, including Essbase

Summit School Services has a zero-tolerance policy on conduct that is incompatible with its policies and values, including sexual exploitation and abuse, harassment, abuse of authority, and discrimination. Summit School Services is committed to promoting the protection and safeguarding of all children and passengers.

We offer medical, dental, vision, basic life insurance coverage, holiday pay, and PTO accrual. Additionally, employees are able to enroll in a retirement savings plan.

At Summit School Services our goal is to be a diverse workforce that is representative of the communities we serve. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law.

Summit School Services LLC’s independent subsidiaries and affiliates are an equal employment opportunity (EEO) employer

The pay rate range, along with most all of the other terms and conditions of employment, vary between different sites, geographical markets, customer/ contractual terms and positions.