Financial Planning & Analysis Director

Hebrew Public•New York, NY

8d•$105,000 - $125,000•Remote

About The Position

The Financial Planning & Analysis Director serves as both a hands-on financial analyst and strategic partner to Hebrew Public's school and organizational leaders. This role requires someone who can produce detailed budgets and financial reports while leading cross-functional initiatives and providing high-level financial guidance. Working within a small, dynamic finance team, this position demands independence, strong customer service orientation and the ability to translate complex financial data into clear, actionable insights for school leaders, the CFO, and other stakeholders. The ideal candidate thrives in environments requiring both tactical execution and strategic thinking, and brings experience in charter school finance, budgeting, analysis, and compliance. Candidates for this position do NOT need to speak Hebrew. Hebrew Public is eager to consider applications from traditionally underrepresented groups.

Requirements

7+ years of progressive finance experience, with at least 3 years in financial planning, analysis, budgeting, or related roles required
Bachelor's degree in Finance, Accounting, Business Administration, or related field required; MBA or CPA is a plus
Experience with charter school finance and New York State/City education funding mechanisms is a plus
Experience managing government grants (Title, CSP, federal programs) including budgets and compliance is a plus

Responsibilities

Lead annual budget creation process for all entities, incorporating input from school leaders and CMO departments
Produce monthly financial reports including budget-to-actual analysis and balance sheet review
Analyze monthly financial performance, identify trends, and track key metrics across all stakeholders
Conduct NYC CMO comparison analysis to benchmark financial performance
Conduct Hebrew Public Network school comparison analysis and year-over-year trend analysis
Develop financial models for staffing costs, benefits analysis, and forecasting
Develop and maintain rolling financial forecasts to support proactive decision-making and resource planning
Provide ad hoc financial analysis and modeling to support strategic decisions and respond to leadership questions
Provide profitability analysis and insights to support strategic decision-making
Schedule and conduct regular budget review meetings with school leaders and program budget managers, providing clear financial guidance and analysis
Serve as a trusted financial advisor to school leaders, delivering high-quality customer service and responsive support for budget questions and financial decisions
Translate complex financial data into accessible insights that empower school leaders to make informed operational decisions
Partner with school teams to identify spending trends, address budget variances, and optimize resource allocation
Produce regular cash flow reports and projections for leadership review
Analyze cash flow trends and provide recommendations for cash management optimization
Collaborate with Development team to create financial reports and budget narratives for donors and foundation partners
Provide financial analysis and documentation to support fundraising initiatives and grant proposals
Coordinate with Finance and Development teams to ensure accurate reporting of restricted fund usage and program expenses
Prepare and submit timely and accurate compliance reports to the State, Federal and authorizing entities (such as DOE and Board of Regents)
Monitor and flag new compliance deliverables for schools and network
Manage UPK program financial aspects including tracking, reporting, and tagging communications
Support government grant applications and budget development for programs including Title, CSP, TSL, DYCD, and 21st Century programs
Prepare and submit FS-10 forms (FS-10, FS-10A, FS-10F) and process grant claims
Communicate grant budgets and expense tagging requirements to accounting team; monitor accuracy of tagging execution
Monitor grant expense tracking and prepare required grant reporting
Provide analytical support for annual audit, including preparation of complex schedules and financial statement analysis
Respond to auditor questions regarding compliance, school operations, grants, and complex accounting matters
Project manage single audit process, leading coordination with auditors and preparation of federal grant schedules and documentation
Lead Form 990 preparation including development of all required schedules and supporting documentation
Serve as liaison for 990 review process with external preparers and board
Coordinate workers' compensation audits and 401(k) census/compliance activities
Review general ledger and communicate necessary adjustments based on budget, grants or other contextual information
Prepare comprehensive financial materials, presentations, and analysis for CEO or CFO to present at Board and Finance Committee meetings
Develop clear visualizations and narrative summaries that communicate financial performance to board members
Support long-range planning initiatives including analysis for potential new school launches and strategic investments