Director of Financial Analytics

KIPP Texas Public Schools • Houston, TX

3d • Hybrid

About The Position

The Director of Financial Analytics leads enterprise-wide financial analysis, forecasting, and modeling to support KIPP Texas Public Schools’ financial sustainability and strategic decision-making. The role integrates revenue, expenses, EBITDA, cash flow, debt obligations, and other key financial metrics to provide a comprehensive view of organizational performance. The Director is expected to independently identify financial risks and opportunities, conduct in-depth analyses, challenge assumptions, and recommend actionable solutions, applying sound judgment and an enterprise-wide perspective.

The position owns the consolidated financial forecast and Monthly Financial Reporting Package (MFRP), leads technical development of the consolidated annual budget, and analyzes bond financing, debt obligations, repayment schedules, and financial covenants. It develops financial models and scenarios to inform investments, cost efficiencies, resource allocation, and strategic initiatives, and produces financial reporting and external submissions for stakeholders such as the Charter School Growth Fund and lenders.

The Director works across FP&A, Accounting, Procurement, Payroll, and operational teams to understand financial implications, improve forecasting and controls, automate reporting, and establish sustainable, repeatable processes. The role is hybrid, with work at the central office or schools three days a week, and may involve minimal travel to school sites or regional offices.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• At least five years of progressively responsible experience in FP&A, corporate finance, or financial modeling.
• Expertise in financial statement analysis, EBITDA forecasting, integrated financial modeling, bond financing, debt covenants, DSCR, and cash flow forecasting.
• Advanced proficiency in Excel or Google Sheets.
• Strong financial judgment and ability to independently identify financial issues, challenge assumptions, and recommend solutions.
• Expertise in integrated financial modeling, three-statement mechanics, cash flow projections, and multi-year scenario analyses.
• Technical knowledge of bond financing, debt obligations, repayment schedules, liquidity forecasting, and calculating and pressure-testing debt covenants, including DSCR.
• Ability to investigate material financial variances, identify underlying drivers, and recommend enterprise-wide solutions independently.
• Ability to establish repeatable financial processes, documentation standards, automated reporting frameworks, and rigorous model verification procedures.
• Ability to lead annual budget development and produce executive-level financial reporting packages and external submissions.
• Ability to partner across finance and operational functions and translate complex analysis into actionable recommendations.
• Ability to move about inside and outside the school throughout the workday.
• Ability to attend conferences, meetings, and training sessions virtually and in person within the region.
• Reliable transportation for travel between campuses.
• Ability to maintain emotional control under stress and work with frequent interruptions.

Nice To Haves

• MBA, CPA, CFA, or another relevant advanced degree or professional certification.
• Experience with tax-exempt bonds, nonprofit debt financing, or public-sector financing.
• Experience in K–12 education, charter schools, nonprofit organizations, or complex multi-location organizations.

Responsibilities

• Own the consolidated financial forecast and Monthly Financial Reporting Package, including EBITDA, revenue, expense, and cash flow projections.
• Investigate material financial variances, identify underlying drivers, challenge assumptions, and assess their implications for organizational performance.
• Identify financial risks, opportunities, and trends; quantify their impact; and recommend enterprise-wide solutions.
• Analyze bond financing, debt obligations, repayment schedules, and financial covenants, including debt service coverage ratios.
• Forecast debt service, covenant compliance, liquidity, and long-term financial sustainability under multiple scenarios.
• Identify potential covenant compliance risks, pressure-test financial assumptions, and recommend corrective actions.
• Develop financial models and scenario analyses for organizational investments, cost efficiencies, resource allocation, and strategic initiatives.
• Evaluate how changes in enrollment, staffing, compensation, revenue, and operating expenses affect organizational performance.
• Translate complex financial analyses into clear conclusions and actionable recommendations.
• Lead technical development of the consolidated annual budget, integrating assumptions and forecasts from Schools FP&A, SSP FP&A, Accounting, and operational leaders.
• Establish documentation, approval processes, and quality assurance procedures to ensure budget assumptions and financial models are accurate and independently verifiable.
• Prepare financial analyses and external reporting submissions, including those for the Charter School Growth Fund, lenders, and other stakeholders.
• Partner with FP&A, Accounting, Procurement, Payroll, and operational leaders to understand processes and their financial implications.
• Identify opportunities to automate reporting, improve forecasting accuracy, strengthen financial controls, and increase analytical efficiency.
• Develop repeatable financial processes and promote proactive problem-solving, analytical rigor, and enterprise-wide thinking.

Benefits

• Comprehensive medical, dental, and vision plans with coverage options for employees and their families.
• Competitive vacation and flexible paid time off policies.
• Paid family leave.
• Flexible spending account or high-yield HSA.
• Employee assistance programs.
• Employee-paid legal plans.
• Employee-paid LifeLock identity protection.
• Employee-paid life insurance and disability insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Director