Finance Manager of Planning & Budgeting
About The Position
The Manager of Planning & Budgeting is a 2-year position (end June 30th, 2028) responsible for supporting the development and execution of the organization’s annual budget and long-term financial plans. This role serves as a key financial partner to schools and regional teams, ensuring strong financial decision-making, effective resource allocation, and progress toward financial sustainability goals. This role owns critical planning workstreams, including compensation, and plays a central role in translating financial strategy into day-to-day execution. In this role, you execute assigned tasks with quality and on time, working within a scope set by others. You decide how to approach your work; you escalate anything outside it.
Requirements
- 0 - 2 or more years of relevant work experience, or 2 - 4 or more years of work experience in a related field, preferred
- Bachelor’s degree in Finance, Accounting, Economics, or related field (or equivalent experience)
- Proficiency in financial systems and tools (e.g., Adaptive, Excel/Google Sheets); ability to build and improve models and planning tools
- Ability to build strong relationships and partner effectively with non-finance stakeholders (e.g., school leaders, regional teams)
- Experience supporting or leading budgeting processes and financial forecasting
- Understanding of key financial drivers in an education or nonprofit setting (e.g., enrollment, staffing, program costs)
Responsibilities
- Support the development and execution of the organization’s annual budgeting process, ensuring forecasts are accurate, realistic, and aligned to organizational priorities
- Build and manage detailed work plans and timelines to ensure successful budget development and stakeholder alignment
- Support planning processes tied to key requirements (e.g., LCAP metrics, enrollment planning, and contingency scenarios)
- Grow to serve as a financial advisor to a portfolio of schools (5–10), supporting budget development, multi-year planning, and day-to-day financial decision-making
- Partner with Regional Directors and school leaders to drive strong financial outcomes through data-informed planning and proactive support
- Monitor financial performance, analyze trends in spending, and recommend solutions to improve resource allocation and sustainability
- Support the Director of Finance to conduct market benchmarking and update compensation structures to ensure equity, competitiveness, and financial sustainability
- Lead financial planning and oversight of centralized cost areas, including technology, expanded learning programs, and partner with functional leaders to align budgets, monitor spend, and support long-term cost planning
- Conduct financial analyses to support budgeting, forecasting, and strategic decision-making
- Monitor budget-to-actual performance and identify risks and opportunities
- Support scenario planning and recommend adjustments to maintain financial targets
- Contribute to the finance team's priorities and continuous improvement of planning tools, processes, and systems
- Lead the application of and compliance reporting of CTC/CCSPP/SB740/LCSSP
Benefits
- medical, dental, vision coverage
- paid time off
- retirement plan with employer contribution
- commuter benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
