Financial Planning and Analysis Manager (Immediate Opening)

IDEA Public Schools•El Paso, TX

4d•$89,600 - $105,300•Remote

About The Position

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.

Requirements

Bachelor’s degree in accounting, finance, business administration, economics, or a related field
5-7 years of experience in financial planning, budgeting, analysis, and portfolio management, with at least 2 years of leadership or supervisory experience.
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.
Strong understanding of financial compliance, strategic forecasting, and risk management.
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.

Nice To Haves

Masters degree

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.
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.