Manager, Financial Planning & Analysis

Position Overview The Manager, Financial Planning & Analysis is a key member of KIPP NYC’s Finance Team, responsible for leading the organization’s financial planning, budgeting, forecasting, and analytical processes that support strategic decision‑making across the network. Reporting to the Senior Director of Finance, the Manager plays a key role in strengthening KIPP NYC’s long‑term financial sustainability by developing financial models, producing actionable analyses, and partnering with school leaders and regional teams to align financial resources with organizational priorities and student outcomes. This is a full‑time position with a hybrid schedule, requiring a minimum of three in‑person days per week based out of our KIPP NYC Midtown Manhattan office. The role also includes travel to KIPP NYC campuses across the Bronx, Brooklyn, and Manhattan, with the cadence and frequency of visits determined by the leadership team. Duties and Responsibilities Financial Planning & Analysis Lead financial planning and analysis for an assigned portfolio of schools and regional departments. Develop, maintain, and enhance complex financial models that support organizational planning, sustainability, and strategic initiatives. Analyze financial performance, identify trends, evaluate risks and opportunities, and provide actionable recommendations to Finance leadership. Prepare financial analyses that support strategic decision‑making related to funding, enrollment, staffing, operational efficiency, and long‑term organizational health. Partner with Finance leadership to support multi‑year financial planning and scenario modeling. Financial Reporting Prepare accurate and timely financial reports for school leaders, executive leadership, the Board of Directors, financing partners, donors, and regulatory agencies. Develop monthly financial reports, dashboards, and key performance metrics for schools and regional departments. Prepare quarterly and ad‑hoc financial reporting packages for Board meetings, leadership presentations, and external reporting. Manage the preparation and submission of compliance reports required by state, federal, and authorizing agencies, ensuring accuracy and timeliness. Partner with Development, Real Estate, and other Shared Services teams to prepare financial reports supporting grants, financing activities, capital projects, and donor stewardship. Budgeting & Forecasting Lead the annual budget development process for assigned schools and departments in partnership with school leaders and budget managers. Establish budgeting assumptions, financial parameters, and planning guidelines aligned with organizational priorities. Manage budgeting software and reporting systems to ensure accurate, reliable financial information. Develop and maintain monthly forecasts, proactively identifying financial risks and opportunities throughout the fiscal year. Monitor financial performance against budget and recommend adjustments that support organizational priorities. Financial Systems & Process Improvement Maintain the integrity of financial data across budgeting, forecasting, and reporting systems. Identify and implement process improvements that strengthen financial operations, reporting efficiency, and data accuracy. Partner with Finance and Shared Services teams to improve financial systems, workflows, and reporting capabilities. Support implementation, testing, optimization, and documentation of financial software and planning tools. Stakeholder Partnership Build strong partnerships with school leaders, regional departments, and Shared Services teams by providing responsive, customer‑focused financial guidance. Facilitate regular budget meetings with assigned schools and departments to review financial performance, forecasts, and spending trends. Translate complex financial information into clear, actionable insights for financial and non‑financial audiences. Support Finance leadership with strategic initiatives, special projects, and executive‑level financial analyses. This description is intended to describe the type of work being performed by a person assigned to this position. It is not an exhaustive list of all duties and responsibilities required by the employee. Qualifications Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field required. Minimum of 4–6 years of experience in financial planning and analysis, budgeting, forecasting, financial reporting, or corporate finance. Demonstrated experience developing and maintaining complex financial models. Strong knowledge of financial accounting principles, budgeting methodologies, and financial statement analysis. Experience using enterprise financial systems, budgeting software, and reporting platforms such as Sage, Vena, or similar systems preferred. Advanced proficiency in Microsoft Excel, PowerPoint, and Google Workspace. Excellent analytical, organizational, and problem‑solving skills with exceptional attention to detail. Strong communication and presentation skills with the ability to explain complex financial information to diverse stakeholders. Demonstrated ability to manage multiple priorities and exercise sound judgment in a fast‑paced environment. Strong customer‑service orientation with the ability to build productive relationships across schools and regional teams. Continuous improvement mindset with the ability to identify opportunities to strengthen systems and financial processes. Deep commitment to KIPP NYC’s mission and belief that sound financial stewardship enables schools to create joyful, academically excellent learning environments where every student is known, challenged, and supported. Demonstrates KIPP NYC’s core values of zest, grit, hope, social intelligence, gratitude, and a sense of humor. Compensation & Benefits KIPP NYC offers a salary ranging from $80,340 to $100,940 per year. Salary ranges are standardized based on role level and function, with individual amounts determined by experience and responsibilities. Robust medical, dental, and vision benefits. 403(b) retirement plan with a 50% match after 6 months. Generous time‑off aligned with the school calendar. Up to 12 weeks of 100% parental leave. Bright Horizon backup child and elder care. Employer‑paid life insurance and short‑term/long‑term disability. Employee incentives include 8 weeks paid sabbatical after 10 years, annual professional development funds, and tuition reimbursement. KIPP NYC LLC does not offer visa sponsorship or work authorization. KIPP NYC LLC is committed to creating a welcoming environment that includes employees with diverse backgrounds and experiences. We believe that this enables us to better meet our mission and values while serving students and families throughout New York City. KIPP NYC LLC is an Equal Opportunity Employer. KIPP NYC LLC is committed to the principles of equal employment opportunity for all employees and applicants for employment. #J-18808-Ljbffr