Budget Analyst (Immediate Opening)

Role Mission:

The Budget Analyst of Financial Planning & Analysis (FP&A) supports a portfolio of campus and regional leadership at IDEA to meet and exceed the organization’s ambitious financial and student achievement goals. In this role the ideal candidate will work with national, regional, and school teams to increase efficiency and provide a high level of support in meeting budgeting and forecasting goals.

To be successful in this position the ideal candidate must be an expert in excel, be able to analyze complex information and relay high-level reporting to stakeholders with varying levels of expertise.

This is a remote position which will require some travel within your assigned region (Austin/San Antonio/Fort Worth/El Paso/Rio Grande Valley/Houston).

Location:

This is a full-time remote position based in Texas with preference given to candidates who live in Austin, El Paso, Houston, Permian Basin (Midland/Odessa), Rio Grande Valley, San Antonio, and Tarrant County (Fort Worth), or who are willing to relocate.

Travel Expectations:

Up to 30% of the time during the busiest parts of the year.

What You’ll Do – Accountabilities

In this role you will:

• Build the budget shell and collect detailed budgets while ensuring they meet target by fund and overall target.
• Build the regional staffing roster shell and maintain employee rosters based on current staffing models.
• Build the budget detail shell and perform audits against the summary of finance function regulations.
• Assist in budget preparation and management by collecting, forecasting and performing other analyses of data from various departments including staffing and operating budget targets.
• Perform budget audit checks to establish school/regional budget targets, review expenses by fund, revenue by fund, target by orgs, etc.
• Analyze quantitative data for current trends, opportunities, processes to drive efficiencies and understand Return On Investment (ROI), financial, and operational impacts of ongoing programs as well as new initiatives.
• Supports the FP&A Director with the creation of weekly, monthly, quarterly, annual, trends by object and function for Financial Planning & Analysis team and other ad hoc analyses.
• Collaborate with Finance team members to troubleshoot issues such as reclassifications, object coding corrections and other financial discrepancies.
• Ensure assigned Zendesk tickets are responded to on or before the two-business day deadline with a high level of customer service.
• Create and Maintain templates, reports and other training documents for use on campuses/teams and the regional levels including populating & validating financial and key performance indicators data.

What You Bring – Competencies

Knowledge and Skills:

• Excellent analytical and problem-solving skills
• Ability to effectively communicate with stakeholders of varying degrees of analytical understanding.
• Constantly searching for and learning more regarding analysis methods and tools
• Organizing own work and work of others, coordinating projects, setting priorities, meeting deadlines
• Using initiative and independent judgment within established policy and procedural guidelines
• Hold ethics and values to high standards

Required experience:

• Bachelor's degree in accounting, business administration, or economics required.
• 2-3 years’ experience in financial data analysis required. 3-4 years’ experience in financial data analysis preferred.
• Proficiency with Microsoft Office, specifically Excel, Power BI, and Enterprise Resource Planning Software.
• Knowledge of non-profit accounting practices required.

What We Offer:

Compensation & Benefits:

Salaries for people entering this role typically fall between $55,000 and $65,500, commensurate with relevant experience and qualifications and in alignment with internal equity. This role is also eligible for performance pay based on organizational performance and goal attainment.

Additionally, we offer medical, dental, and vision plans, disability, life insurance, parenting benefits, flexible spending account options, generous vacation time, referral bonuses, professional development, and a 403(b) plan You can find more information about our benefits at https://ideapublicschools.org/careers/benefits/.

* IDEA may offer a relocation stipend to defray the cost of moving for this role, if applicable.

Learn more about IDEA

• IDEA’s Core Values

• https://ideapublicschools.org/careers/leadership/
• https://ideapublicschools.org/careers/campus-operations/
• https://ideapublicschools.org/our-approach/
• https://ideapublicschools.org/our-story/impact-magazine/
• https://ideapublicschools.org/our-story/history/
• https://ideapublicschools.org/our-approach/special-programs/
• https://ideapublicschools.org/blog/introducing-our-revised-core-values/