Senior Manager FP&A

Success Academy Charter Schools; New York (NY); On-site; USD 150,000 - 170,000; Full time

Job summary

Success Academy Charter Schools is seeking a strategic FP&A Lead to own budgeting, forecasting, and analysis for a major area of the business. You will translate complex data into clear insights, partnering with senior leaders and the CFO to shape long-range financial strategy.

Reporting to the Head of FP&A, the role blends deep technical finance with leadership to drive discipline and scale across schools and network functions. Strong communication and Excel-based modeling are essential.

Qualifications

• Bachelor’s degree and 7–10 years of FP&A experience.
• Experience leading and developing a team.
• Advanced analytical, quantitative, and problem-solving skills.
• Expertise building and working in complex financial models.
• Strong understanding of P&L, balance sheet, and cash flow.
• Ownership of deliverables’ accuracy and timeliness.
• Excellent communication with senior leaders.
• Proficiency in Excel, PowerPoint, Google Sheets and Slides.
• Experience with an ERP system and/or reporting tools.

Responsibilities

• Own the annual budgeting and monthly re-forecasting processes for your area; establish standard methodologies for forecasts.
• Serve as the senior Finance point of contact for operations and functions; inform decisions and drive fiscal responsibility.
• Oversee detailed reporting on performance, variance analysis, KPI monitoring, and trend analysis.
• Lead monthly financial reporting for senior management and present to executive leadership.
• Develop financial models and scenario analyses; provide ad-hoc decision support to CFO/CEO.
• Drive operational efficiencies and strengthen financial systems, controls, and processes.
• Establish and lead training for business partners on financial systems and budget management.

Skills

Analytical thinking

Communication skills

Excel proficiency

PowerPoint

Google Sheets

Strategic thinking

Education

Bachelor’s degree in Finance/Accounting/Business

Tools

ERP system

Reporting tools

Job description

Thanks for your interest in Success Academy! Running a large, fast‑growing, high‑performing network of public charter schools takes a village – families, children, teachers, staff, faculty, advocates, and supporters alike. We are growing fast in New York and expanding to Florida, and we would love to welcome you to our community! We work tirelessly every day to ensure children have access to a fun, rigorous, whole‑child education regardless of zip code or economic status. When you join SA, you play a part in giving every student that walks through our doors a fair shot at reaching their potential.

About the Role

We are looking for a strategic, high‑performing finance leader to serve as a senior member of the FP&A team and a trusted advisor to leaders across the organization. The Lead, FP&A will own the financial planning, forecasting, and analysis function for a major area of the business, set the standard for analytical rigor, and build the systems, processes, and talent that allow Finance to scale with our growth.

Reporting to the Head, FP&A, the Lead operates as a strategic partner to senior management, including the CFO. This person will translate complex financial data into clear, actionable insights, drive fiscal discipline across schools and network functions, and play a central role in shaping the long‑range financial strategy of a rapidly expanding organization. This role has broad exposure across all levels and functions, so the ideal candidate combines deep technical expertise with the leadership presence and communication skills to influence decisions at the most senior levels.

Key Responsibilities

• Financial Planning & Forecasting: Own the annual budgeting and monthly re‑forecasting processes for your area of the business; establish standard methodologies for short‑, medium‑ and long‑term forecasts and oversee the models and dashboards that support them.
• Strategic Partnership: Serve as the senior Finance point of contact for school operations and network functions; partner with leaders to inform strategic and operational decisions and to drive fiscal responsibility across the organization.
• Performance Management & Insight: Oversee detailed reporting on performance, including variance analysis (actuals vs. budget/forecast), risk and opportunity tracking, KPI monitoring, and trend analysis; interpret results to provide management with concise, actionable insight.
• Executive Reporting: Lead the preparation of monthly financial reporting and presentation materials for senior management, and present financial updates directly to executive leadership and other key stakeholders.
• Scenario & Decision Support: Develop financial impact models and sensitivity analyses for key business scenarios, and provide ad‑hoc decision support to the CFO, CEO, and other functional leaders.
• Process & Systems Improvement: Drive operational efficiencies throughout the organization – automating tasks wherever possible and strengthening financial systems, controls, and processes to support consistency and scale.
• Enablement: Establish and lead training for business partners on financial systems and budget management best practices to ensure consistency in data collection and execution across the organization.

Required Qualifications

• Bachelor’s degree and 7‑10 years of relevant financial planning & analysis experience.
• Demonstrated experience leading and developing a team.
• Advanced analytical, quantitative, and problem‑solving skills.
• Expertise building and working in complex financial models.
• Strong understanding of financial statements, including P&L, balance sheet, and cash flow.
• Takes ownership of the accuracy and timeliness of deliverables.
• Highly detail‑oriented, while also balancing the big‑picture view.
• Adapts quickly to changes and manages multiple competing priorities.
• Excellent communication skills, able to clearly and accurately convey messages to senior leaders and varied audiences across the organization.
• Advanced knowledge of Excel, PowerPoint, Google Sheets, and Slides.
• Experience with an ERP system and/or similar reporting tools.

Personal Characteristics

• Highest integrity and ethics.
• Intellectually curious and able to think deeply and qualitatively about business problems, breaking down issues and presenting solutions.
• Holds themselves and others to very high standards of excellence.
• Takes pride in taking a high degree of ownership.
• Positive, cooperative attitude; collaborative with a track record of building strong relationships and leading teams.
• Entrepreneurial with unrelenting drive and comfortable operating in ambiguity.
• Analytical and metrics‑driven, regularly leveraging data to support business decisions.
• Open, secure, and humble, with demonstrated resilience.
• Passion for education and a commitment to the mission of Success Academy.

Compensation

Compensation Range: $150,000 - $170,000 USD (exact compensation may vary based on skills and experience). This position is not bonus eligible.

Equal Employment Opportunity

Success Academy Charter Schools is an equal opportunity employer and actively encourages applications from people of all backgrounds. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Success Academy offers a full benefits program and opportunities for professional growth.