Financial Planning & Strategy Manager

KIPP DC • Washington, DC

4d • $94,082 - $103,984 • Hybrid

About The Position

The Financial Planning & Strategy Manager is an integral member of KIPP DC’s Budget team, supporting the organization’s mission and day-to-day financial operations through budgeting, financial reporting, and financial analysis. The role advances network-wide financial health by executing budget-planning processes, building complex financial models, and delivering actionable reporting in collaboration with schools and headquarters. It connects network strategy with school operations, streamlines budgeting workflows, uses Workday/Adaptive Planning to support data integrity, and provides analysis for strategic decision-making.

This is an exempt headquarters position reporting to the Director of Budget and Financial Planning. The position generally works independently and does not regularly interface with students, families, or school teams. It primarily works from the headquarters office, with hybrid flexibility and an onsite requirement of two days per week. The anticipated start date is immediate.

Requirements

• Bachelor’s degree; concentration in Finance, Accounting, Economics, or Business Administration is preferred.
• At least 5 years of experience in financial planning and analysis or a related field.
• Mastery of Microsoft Office (Word, Excel, and PowerPoint) and/or Google Drive Suite (Docs, Sheets, and Slides).
• Proven experience building, updating, and maintaining complex financial models in Excel and FP&A software for multi-year planning and scenario analysis.
• Exceptional attention to detail and comfort working with large, complex datasets.
• Ability to independently create clear, professional internal and external reports from scratch.
• Excellent communication and interpersonal skills, including the ability to explain complex financial concepts to colleagues with varying levels of technical proficiency in a fast-paced, mission-driven nonprofit environment.
• Ability to manage a diverse workload, take ownership of deliverables autonomously, and ensure their completion.
• Collaborative, solution-oriented problem-solving ability.
• Demonstrated commitment to students and schools, strategic thinking and problem solving, project management, communication and influence, teamwork, trust and collaboration, cultural humility, and continuous learning.

Nice To Haves

• Experience with FP&A in Workday/Adaptive or a similar ERP/FP&A platform.
• Experience in K–12 education.
• Experience delivering presentations to large, diverse groups.
• Experience with project management.
• Concentration in Finance, Accounting, Economics, or Business Administration for the bachelor’s degree.

Responsibilities

• Streamline existing workflows and develop new ones to improve operational efficiency and ensure accurate, timely financial planning aligned with organizational goals.
• Partner with cross-functional teams to communicate findings, coordinate corrective actions, and execute budget adjustments.
• Serve as system administrator and financial technical expert for Workday/Adaptive Planning, overseeing configuration, user access, and data integration integrity, and driving platform improvements.
• Triage and resolve finance help desk tickets, provide internal customer service, troubleshoot escalated user issues, and refine and automate ticket processes.
• Build and maintain financial models for complex external reporting.
• Manage the monthly budget variance process by consolidating performance data and analyzing discrepancies.
• Conduct budget surveillance, resolve fiscal challenges, and provide leadership with actionable solutions for budget process and planning improvements.
• Support budget process strategy and long-term planning by building financial models, implementing process improvements, and preparing meeting materials.
• Monitor facilities and capital expenditure financial health through budget management and compliant accounting practices.
• Present budget formulation processes and financial allocations to budget stakeholders.
• Build relationships across teams to identify operational bottlenecks, share financial insights, and drive continuous process improvements.
• Assist with the annual audit.
• Perform ad hoc financial modeling, analysis, and reporting to support business operations and network-wide strategic planning.
• Drive project execution, track deadlines and milestones, and collaborate with stakeholders to ensure initiatives are completed on time.
• Develop and execute strategic project and policy recommendations to optimize processes, improve efficiency, and resolve operational challenges.
• Serve as a thought partner to school leadership and headquarters departments to foster cross-functional collaboration and strengthen organizational financial health.
• Complete other assignments and projects as assigned by the Director of Budget & Financial Planning and Finance & Accounting Leadership.

Benefits

• Medical, dental, and vision insurance.
• Various voluntary benefits.
• Employer-paid short-term disability, long-term disability, and life insurance.
• Membership to One Medical.
• 403(b) retirement account with a 3% employer contribution and a 3% match, with vesting after three years.

What This Job Offers

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