Senior Manager, Financial Planning & Analysis

Overview

This full-time, exempt Senior Manager, FP&A role supports strategic financial planning and reporting for schools, regions, and the network organization. The position participates in budgeting, forecasting, long-range scenario planning, monthly and quarterly reporting, charter petitions and renewals, and KPI tracking.

Responsibilities

• Serve as a strategic financial partner by transforming raw data into actionable insights and recommendations for management, regional, and school leaders.
• Perform monthly budget vs. actuals calculations, revenue and expense forecasts, and detailed variance analyses.
• Participate in the budgeting process, including calculations and projecting enrollment/attendance, revenue, and expenses; collaborate with internal and external stakeholders to support a finalized budget for board approval.
• Analyze historical, current, and projected financial data to support planning, forecasting, and management decision making.
• Create multi-year financial scenarios to support long-term planning and decision making.
• Update 5-year financial plans related to charter petitions and renewals.
• Help integrate Adaptive Planning into FP&A’s daily workflow and identify process improvement opportunities.
• Conduct ad hoc analysis for finance and leadership.
• Complete interim internal and external reports and submit them in a timely manner.
• Develop and maintain strong, collaborative relationships with key stakeholders across the organization.

Requirements

• Minimum 5 years of total professional experience and 3 years of relevant charter school finance or operational experience, including:
  • budgeting
  • monthly revenue and expense forecasting
  • interim internal and authorizer reporting
  • multi-year scenario planning
• Bachelor’s degree with an emphasis in Accounting, Finance, or equivalent; Master’s in a related field preferred.
• Strong analytical and problem-solving skills with understanding of financial statements and GAAP.
• Advanced Excel proficiency and comfort with financial systems and data analysis tools.
• Proven ability to manage multiple priorities and deadlines in a fast-paced environment.
• Excellent written and verbal communication skills; able to work independently, collaborate across teams, and interact effectively with all levels of management.
• Working knowledge of Adaptive Insights or a similar SaaS financial reporting tool.

Preferred Qualifications

• Experience integrating planning and reporting software into day-to-day FP&A workflows.

Compensation & Benefits

• $115,500 - $132,000 a year
• Commensurate with qualifications and experience, plus:
  • health and wellness benefits
  • 403b retirement plan
  • flexible spending account (FSA)
  • generous paid time off

Location

Remote team environment with collaborative cross-functional working relationships.

Physical Demands

• Regularly required to talk, hear, and communicate with both adults and children.
• Frequently required to use hands/fingers and handle or feel objects, tools, or controls.
• Frequently required to stand, walk, sit, and reach with hands and arms.
• Occasionally lift and/or move up to 50 pounds and occasionally climb ladders.
• Specific vision abilities required: close vision, distance vision, and the ability to adjust focus.
• Noise level in the work environment is moderate to high.

Equal Employment Opportunity

The organization provides equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran, in accordance with applicable federal, state, and local laws. It also prohibits unlawful harassment and interference with employees’ ability to perform expected job duties.