KIPP NYC Analyst, Financial Planning & Analysis

Company Description

About KIPP NYC:
Founded in 1995, KIPP NYC Public Schools is a non‑profit network of 18 free, public charter schools located in the Bronx, Brooklyn, and Manhattan. We partner with families and communities to create joyful, academically excellent schools where every child grows up free to create the future they want for themselves and their communities.

From our first middle school, KIPP Academy in the Bronx, to today’s network of eight elementary schools, nine middle schools, and one high school, KIPP NYC provides students with engaging academics, arts, athletics, and social–emotional learning that prepare them for college, career, and beyond.

Our commitment doesn’t end ough KIPP Forward, we continue to support our alumni as they navigate college, career, and life, helping them define success on their own terms and pursue the paths that align with their goals and sense of purpose.

Together, we serve more than 9,400 students, supported over 4,700 alumni, and employ more than 1,100 dedicated team members who bring passion, expertise, and commitment to our mission every day.

The Financial Planning & Analysis (FP&A) Analyst plays a critical role in ensuring that KIPP NYC remains a strong, sustainable organization capable of delivering on its promise to students and families. As a key member of the Finance Team, the FP&A Analyst supports financial modeling, reporting, and analysis that guide strategic decisions and ensure resources are aligned with our mission.

This role is ideal for an analytical thinker who is energized by solving complex problems, translating data into clear insights, and supporting school and regional leaders in making informed, student‑centered financial decisions. The Analyst reports directly to the Senior Director, Finance.

This position is based out of our KIPP NYC Midtown Manhattan office and requires local travel throughout New York City.

General responsibilities include (but are not limited to):

• Support the Senior Director of Finance in preparing clear, accurate financial reports for school leaders, regional leadership, the KIPP NYC Board of Directors, donors, financing partners, and regulators.
• Manage the timely and accurate preparation and submission of compliance reports to state, federal, and authorizing entities (such as DOE and IRS Form 990), ensuring accuracy in annual reporting and fiscal health metrics.
• Develop monthly financial and metrics reporting for KIPP NYC schools and programs, used by the Chief Financial Officer in Board presentations.
• Prepare quarterly and ad hoc financial reporting packages for Board meetings and regulatory reviews.
• Schedule regular meetings with school and team budget managers, providing high‑quality analysis, excellent customer service, and clear financial guidance.
• Serve as a liaison with Finance, Development, and Real Estate teams to create budget and spending reports for donors and financial partners.

• Work with a subset of school and program budget managers to develop annual budgets by:

  • Establishing key financial parameters and guidelines aligned to organizational priorities.
  • Managing the annual setup of budgeting and reporting software.
  • Maintaining data integrity within financial systems through vigilant review and analysis.
  • Overseeing the full budget cycle for assigned schools/programs and ensuring complete, accurate budgets.
• Create and maintain ongoing, accurate financial forecasts for schools and programs to support long‑term planning.
• Support the Senior Director, Finance in maintaining multi‑year financial models that strengthen sustainability.
• Provide strategic, ad hoc financial analysis and modeling to support leadership decisions related to funding, operational efficiency, and long‑term organizational health.

• Bachelor’s degree in finance or a related field (required).
• 3+ years of experience in budgeting, forecasting, financial reporting, or data management, including building and maintaining complex financial models (required).
• Excellent demonstrated proficiency with general ledger systems (Sage), FP&A…