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 its targets. Grow Self and Others: This leader is responsible for fostering a culture of growth within the team. They create opportunities for team learning, facilitate team development sessions, and ensure that team members have the resources and support they need to grow professionally. Build a Culture of Trust: This leader is responsible for ensuring team members feel safe to express their ideas and concerns. They proactively address conflicts and facilitate open communication, setting the standard for trust and safety within the team. Communicate Deliberately: This leader prioritizes open channels of communication on their team. They facilitate team meetings, ensure clear dissemination of information, and encourage feedback loops within their teams to promote understanding and cohesion.
Additional Skills:
· Mission Focus – Passionate about IDEA’s mission to ensure college success for all students, with the ability to align financial strategies to this mission.
· Technical Financial Expertise – Advanced skills in financial modeling, forecasting, and portfolio management. Proficient in analyzing complex financial data and driving actionable insights using advanced Excel and ERP systems.
· Leadership & Team Development – Strong leadership capabilities to manage and mentor teams, fostering a culture of financial accountability and continuous improvement.
· Strategic Financial Management – Ability to oversee and manage financial portfolios, offering insights into investment strategies and operational efficiencies.
· Effective Communication – Superior written, verbal, and interpersonal communication skills, with the ability to clearly present complex financial data to diverse stakeholders.
Required experience:
· Education: Bachelor’s degree in accounting, finance, business administration, economics, or a related field
· Experience: 5-7 years of experience in financial planning, budgeting, analysis, and portfolio management, with at least 2 years of leadership or supervisory experience.
· Technical Skills: Proficient in Microsoft Excel, financial modeling, and experienced with ERP systems and advanced data analysis tools. Knowledge of financial portfolio management principles and best practices.
· Additional Skills: Strong understanding of financial compliance, strategic forecasting, and risk management.
Preferred experience:
· Masters degree
Physical Requirements:
· This is a sedentary position
· The ability to move safely over uneven terrain or in confined space
· The ability to see and respond to dangerous situations
What We Offer:
Compensation & Benefits:
Salaries for people entering this role typically fall between $74,700 and $87,100, 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.