Director of Financial Planning & Analysis, Schools
Financial Planning & Analysis
Role Mission: The Business Office strives to support the leadership at IDEA as we work together to meet and exceed our ambitious financial and student achievement goals. The Director of Financial Planning & Analysis will lead the work with Finance, national, regional, and school teams to increase efficiency and provide a high level of support in meeting shared financial goals.
Location:
This is a full-time remote position based in Texas with preference given to candidates who live in Austin, El Paso, Houston, Permian Basin (Midland/Odessa), Rio Grande Valley, San Antonio, and Tarrant County (Fort Worth), or who are willing to relocate.
Supervisory Responsibilities: This role will supervise a team of Budget Analysts
What You’ll Do – Accountabilities
Essential Duties:
Upload a balanced budget by the start of the new fiscal year
Manage the master budget and regional pro-formas in portfolio through preliminary drafts, scenario planning, and final adoptionEnsure annual planning and budgeting project milestones and deadlines are metSupport budget managers and their staff during the annual planning and budgeting processBuild and update rosters for the upcoming fiscal year, identify and correct errors, and make revisions based on changes throughout the processCollect detailed budgets and ensure requested budgets meet targets by fund and overall amountProject and allocate enterprise expense budgets, coordinate with budget managers to ensure accurate projections
Guide & Drive regional and schools in meeting the financial targets for their teams and their fiduciary committees and boards
Directly manage Budget AnalystsBring Variance Analysis, Projections, and Budget Amendments to monthly Meetings for Committee Review and Board approvalBuild regional and schools financial models and effectively communicate and translate financial results and projections to stakeholdersShare high quality reporting and analysis that assists budget managers and support staff in understanding the impact of monthly and year-to-date budget to actualsDrive the creation and update of rolling forecasts in partnership with school and regional leaders to ensure schools and regional budgets will meet annual operating income targetsPrepare budget amendments for review and approval by the Finance Committee and Board of Directors. Ensure that approved amendments are loaded into Tyler Munis within 10 days of board approval.Consult with schools and teams that are off track and provide actionable recommendations to improve financial performanceBuild the capacity of budget managers to best serve as financial stewards through consistent check points, quality reference materials and professional development
Develop the financial skillset of budget managers and their support staff. Ensure the Financial Planning Team embodies a customer service mindset.
Strategically contribute, plan and lead holistic professional development and support plans for budget owners and financial managersEnsure high quality support and reference materials are made available to financial managers related to key finance functionsEnsure assigned Zendesk tickets are responded to on or before the two-business day deadline with a high level of customer serviceSummer Institute, HQ managers, grant managers, APO, PIR and Principal trainingsProvide differentiated support to portfolio financial managers including field observation and coaching, regional tacticals, and adhoc trainings based on portfolio trends
What You Bring
Required Experience
Education: Bachelor's degree in accounting, business administration, or economicsExperience:4-5 years’ experience in financial data analysisProficiency with Microsoft Office, specifically Excel and Enterprise Resource Planning Software
Preferred Experience
Master’s degree in accounting, business administration, or economics6-7 years’ experience in financial data analysis
Knowledge and Skills:
Ability to effectively communicate with stakeholders of varying degrees of analytical understandingExcellent analytical and problem-solving skillsConstantly searching for and learning more regarding analysis methods and toolsOrganizing own work and work of others, coordinating projects, setting priorities, meeting deadlinesUsing initiative and independent judgment within established policy and procedural guidelinesHold ethics and values to high standards
What We Offer:
Compensation & Benefits:
Salaries for people entering this role typically fall between $98,200 and $115,900, commensurate with relevant experience and qualifications and in alignment with internal equity. This role is also eligible for performance pay based on organizational performance and goal attainment.
Additionally, we offer medical, dental, and vision plans, disability, life insurance, parenting benefits, flexible spending account options, generous vacation time, referral bonuses, professional development, and a 403(b) plan. You can find more information about our benefits at https://ideapublicschools.org/careers/benefits/.
* IDEA may offer a relocation stipend to defray the cost of moving for this role, if applicable.
Application process:
Submit your application online through Jobvite. Please note that applications will be reviewed on an ongoing basis until the position is filled. Applicants are encouraged to apply as early as possible.
Learn more about IDEA
At IDEA the Staff Culture and Belonging Team uses our Core Values to promote human connection and a culture of integrity, respect, and belonging for all Team and Family members. Learn more about our Commitment to Core Values here: https://ideapublicschools.org/our-story/#core-values
IDEA Public Schools does not discriminate on the basis of race, color, national origin, age, sex or disability, in admission or access to, or treatment of employment in its programs and activities. Any person having inquiries concerning the organization's compliance with the regulations implementing Title VI of Civil Rights Act of 1964 (Title VI), Section 504 of the Rehabilitation Act of 1973 (Section 504), or Title II of the Americans with Disabilities Act of 1990 (ADA), may contact IDEA Human Resources at (956) 377-8000.