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About the Role

Serve as a key financial partner, providing actionable insights, financial discipline, and performance visibility to help leaders effectively manage resources and achieve strategic priorities supporting long-term sustainability.

Responsibilities

• Lead and develop a team focused on financial analysis, forecasting, and performance management.
• Establish clear priorities, workflows, and quality standards for all FP&A deliverables.
• Focus on analysis and performance management, working closely with the Financial Planning team to ensure strong coordination and alignment across budgets, forecasts, and actual results.
• Support budget development and ongoing financial management by providing analysis, validation, and quality control on key assumptions and outputs.
• Lead forecasting, variance analysis, and financial reviews, ensuring clear visibility into performance, drivers, and required actions.
• Apply strong technical skills to analyze financial data, evaluate assumptions, and build targeted models/analyses as needed to support decision-making.
• Partner with Accounting to maintain alignment between reported financials and budget structures, ensuring accurate and transparent reporting.
• Establish and uphold standards for financial discipline, reporting quality, and performance management across the organization.
• Monitor key drivers including staffing, compensation, and spending trends, and provide actionable insights.
• Train and support stakeholders in understanding financial performance and effectively managing their budgets.
• Establish and reinforce standard approaches for financial analysis, forecasting assumptions, and decision support to ensure consistency and quality across the organization.
• Lead monthly and annual forecasting processes, ensuring accuracy, timeliness, and clear communication of changes.
• Perform and deliver variance analysis tools with actionable insights and support.
• Support and facilitate financial performance updates to supervisor, highlighting risks, opportunities, and recommended actions.
• Partner with the Financial Planning team during the annual budgeting process, providing analytical support, assumptions validation, and quality control.
• Monitor financial performance across departments, including spending trends, cost drivers, and staffing impacts.
• Provide visibility into financial risks and opportunities, recommending proactive adjustments.
• Recommend and support financial decisions and tradeoffs, ensuring alignment with budget constraints, organizational priorities, and long-term sustainability.
• Evaluate existing forecasting and planning methodologies and recommend enhancements to improve accuracy, efficiency, and decision support.
• Ensure consistent and accurate linkage between budgets, forecasts, and actual financial results.
• Translate financial data into clear, actionable insights for non-financial leaders.
• Serve as a trusted advisor to leaders, helping them understand performance and manage tradeoffs.
• Develop and maintain standard reporting packages, dashboards, and KPIs to track financial performance.
• Improve variance analysis and forecasting methodologies to increase reliability and usability.
• Identify and implement process improvements across FP&A workflows to enhance consistency, efficiency, and quality of financial planning and analysis outputs.
• Strengthen organizational capability in financial literacy and performance management.
• Support cross-functional initiatives requiring financial analysis and evaluation.
• Ensure consistency and quality across financial reporting outputs.
• Additional Duties as assigned.

Requirements

• Bachelor’s Degree in business administration, public/non-profit administration, accounting, finance, economics or related field.
• Master’s degree or higher in business administration, public/non-profit administration, accounting, finance, economics or related field preferred.
• Advanced financial modeling and forecasting skills.
• Strong proficiency in Excel, financial planning tools, and data analysis platforms.
• Experience developing driver-based forecasting models, scenario analyses, and multi-year financial projections.
• Ability to synthesize complex financial data into actionable recommendations for executive and operational leaders.
• Strong understanding of budgeting, forecasting, variance analysis, financial reporting, and performance management practices.
• Experience working with large datasets and translating financial results into meaningful business insights.
• This is a sedentary position.
• The ability to move safely over uneven terrain or in confined spaces.
• The ability to see and respond to dangerous situations.

Skills

• Financial analysis
• Forecasting
• Performance management
• Budget development
• Financial management
• Variance analysis
• Financial modeling
• Data analysis
• Strategic decision-making
• Team management
• Communication

Location

• Remote
• Texas

Work Type

• Full-time
• Remote

Experience Level

• Director

Education Level

• Bachelor's Degree
• Master's Degree

Salary/Compensations

• $108,100 - $128,600
• Eligible for performance pay based on organizational performance and goal attainment.

Benefits

• Medical plans
• Dental plans
• Vision plans
• Disability insurance
• Life insurance
• Parenting benefits
• Flexible spending account options
• Generous vacation time
• Referral bonuses
• Professional development
• 403(b) plan
• Relocation stipend may be offered.

About the Company

• At IDEA the Staff Experience Team uses our Core Values to promote human connection and a culture of integrity, respect, and belonging for all Team and Family members.
• Learn more about our Commitment to Core Values here: https://ideapublicschools.org/our-story/#core-values