Lead, Financial Planning & Analysis

Thanks for your interest in Success Academy! Running a large, fast-growing, and high-performing network of public charter schools takes a village - families, children, teachers, staff and faculty, advocates, and supporters alike. We are growing fast in New York and expanding to Florida, and we would love to welcome you to our community! We work tirelessly every day to ensure children have access to a fun, rigorous, whole-child education regardless of zip code or economic status. When you join SA, you play a part in giving every student who walks through our doors a fair shot at reaching his or her potential.About the RoleWe are looking for a strategic, high-performing finance leader to serve as a senior member of the FP&A team and a trusted advisor to leaders across the organization. The Lead, FP&A will own the financial planning, forecasting, and analysis function for a major area of the business, set the standard for analytical rigor, and build the systems, processes, and talent that allow Finance to scale with our growth.Reporting to the Head, FP&A, the Lead operates as a strategic partner to senior management, including the CFO. This person will translate complex financial data into clear, actionable insights, drive fiscal discipline across schools and network functions, and play a central role in shaping the long-range financial strategy of a rapidly expanding organization. This role has broad exposure across all levels and functions, so the ideal candidate combines deep technical expertise with the leadership presence and communication skills to influence decisions at the most senior levels.Key ResponsibilitiesFinancial Planning & Forecasting: Own the annual budgeting and monthly re-forecasting processes for your area of the business, establishing standard methodologies for short-, medium-, and long-term forecasts and overseeing the models and dashboards that support them. Strategic Partnership: Serve as the senior Finance point of contact for school operations and network functions, partnering with leaders to inform strategic and operational decisions and to drive fiscal responsibility across the organization.Performance Management & Insight: Oversee detailed reporting on performance, including variance analysis (actuals vs. budget/forecast), risks and opportunities tracking, KPI monitoring, and trend analysis, and interpret results to provide management with concise, actionable insight.Executive Reporting: Lead the preparation of monthly financial reporting and presentation materials for senior management, and present financial updates directly to executive leadership and other key stakeholders.Scenario & Decision Support: Develop financial impact models and sensitivity analyses for key business scenarios, and provide ad hoc decision support to the CFO, CEO, and other functional leaders. Process & Systems Improvement: Drive operational efficiencies throughout the organization—automating tasks wherever possible and strengthening financial systems, controls, and processes to support consistency and scale.Enablement: Establish and lead training for business partners on financial systems and budget management best practices to ensure consistency in data collection and execution across the organization.A successful applicant will have the following experiences and education:Required Qualifications Bachelor’s degree and 7-10 years of relevant financial planning & analysis experienceDemonstrated experience leading and developing a team Advanced analytical, quantitative, and problem-solving skillsExpertise building and working in complex financial models Strong understanding of financial statements including P&L, balance sheet, and cash flowTakes ownership of the accuracy and timeliness of deliverables Highly detail-oriented, while also balancing the big-picture view Adapts quickly to changes and able to manage multiple competing prioritiesExcellent communication skills, able to clearly and accurately convey messages to senior leaders and varied audiences across the organizationAdvanced knowledge of Excel, PowerPoint, Google Sheets, and SlidesExperience with an ERP system and/or similar reporting toolsPersonal CharacteristicsHighest integrity and ethicsIntellectually curious and able to think deeply and qualitatively about business problems, breaking down issues and presenting solutionsHolds themself and others to very high standards of excellenceTakes pride in taking a high degree of ownership Positive, cooperative attitude; collaborative with a track record of building strong relationships and leading teamsEntrepreneurial with unrelenting drive and comfortable operating in ambiguityAnalytical and metrics-driven, regularly leveraging data to support business decisionsOpen, secure, and humble, with demonstrated resilience Passion for education and a commitment to the mission of Success AcademyExact compensation may vary based on skills and experience. This position is not bonus eligible.Compensation Range$150,000—$170,000 USDSuccess Academy Charter Schools is an equal opportunity employer and actively encourages applications from people of all backgrounds. Compensation is competitive and commensurate with experience. Success Academy offers a full benefits program and opportunities for professional growth.Privacy Policy:By providing your phone number, you consent to receive text message updates from Success Academy regarding your application. Reply STOP to unsubscribe. View our Privacy Policy.We are an equal opportunity employer and value diversity at our organization. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We actively seek applications from people of all backgrounds to strengthen our community and the perspectives needed to flourish in a multicultural world. Success Academy offers a full benefits program and opportunities for professional growth.Success Academy Charter Schools does not offer employment-based immigration sponsorship.