Financial Planning and Analysis Manager

Position: Financial Planning and Analysis Manager (Immediate Opening)
Description

Financial Planning & Analysis Manager

Mission:

The Business Office supports IDEA Public Schools' leadership in achieving ambitious financial and student success goals. The Manager of Financial Planning & Analysis will report to the Director of Financial Planning & Analysis and oversee a team, including at least one Budget Analyst. This role will be instrumental in driving financial planning, analysis, and budgeting, ensuring accurate financial forecasting, portfolio management, and the alignment of budgets with organizational goals.

Supervisory Responsibilities:

• Lead, supervise, and develop at least one Budget Analyst, providing consistent coaching, feedback, and opportunities for professional growth.

• Foster a collaborative team environment, encouraging skill development and a focus on continuous improvement in financial analysis and decision-making.

• Lead professional development initiatives for budget managers, enhancing their financial management and portfolio analysis skills.

• Oversee the development and delivery of training for finance teams, ensuring staff are equipped with the tools and knowledge to excel in financial stewardship and budget management.

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.

Travel Expectations:

Up to 20% of the time during the busiest parts of the year.

What You'll Do - Accountabilities

Essential Duties:

• Annual Budget Preparation and Support

• Manage the overall master budget and regional pro-formas, contributing to preliminary drafts, scenario planning, and final adoption processes.

• Provide strategic support and leadership to budget managers and their teams, ensuring accuracy and consistency throughout the annual planning and budgeting cycle.

• Oversee fiscal year roster maintenance, making revisions and updates based on organizational needs, changes, and discrepancies.

• Lead the review of detailed budgets, ensuring alignment with target fund allocations and IDEA's financial goals.

• Supervise the preparation and presentation of variance analyses, projections, and budget amendment recommendations, advising senior leadership on financial implications

• Develop and manage regional and school financial models, presenting comprehensive analysis of financial data to drive performance improvements

• Lead and mentor teams in the development of detailed forecasts, rolling forecasts, and financial performance metrics, ensuring alignment with annual operating income targets.

• Use technical financial tools to provide insights into financial data and identify trends, risks, and opportunities, driving data-driven decision-making at all levels.

• Oversee the preparation of budget amendments for the Finance Committee and Board of Directors' approval, ensuring amendments are integrated efficiently into the financial system.

• Work closely with cross-functional teams to identify areas of financial improvement, providing actionable insights to optimize financial performance.

• Manage and analyze financial portfolios, assessing the impact of various financial decisions on IDEA's overall financial health.

• Provide in-depth financial analysis to support investment, operational, and budget decisions across regional and school teams.

• Develop and manage a portfolio of financial models, reports, and forecasts to ensure alignment with long-term strategic goals and financial targets.

Knowledge and Skills - Competencies

• Make Strategic Decisions:
  This leader is responsible for guiding the decision-making process within the team. They foster a collaborative environment where team members contribute to decision-making, ensuring that diverse perspectives are considered and team consensus is built when appropriate.

• Manage Work and Teams:
  This leader is responsible for the overall performance and cohesion of their team. They build operating mechanisms, establish strategic plans, and implement project management systems that ensure that their team operates smoothly and achieves…