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Director of Financial Planning & Analysis (Immediate Opening)

School Year: 2023-2024
Location: Headquarters-Rio Grande Valley
Region: Headquarters - Rio Grande Valley, TX
Category: Headquarters
Job Type: Full-Time



Director of Financial Planning & Analysis

Financial Planning & Analysis



Role Mission: The Business Office strives to support the leadership at IDEA as we work together to meet and exceed our ambitious financial and student achievement goals. The Director of Financial Planning & Analysis will lead the work with Finance, national, regional, and school teams to increase efficiency and provide a high level of support in meeting shared financial goals. 


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



What You’ll Do – Accountabilities


In this role you will:


  • Manage the master budget and regional pro-formas in portfolio through preliminary drafts, scenario planning, and final adoption

          Ensure annual planning and budgeting project milestones and deadlines are met

          Support budget managers and their staff during the annual planning and budgeting process

          Build and update rosters for the upcoming fiscal year, identify and correct errors, and make revisions based on changes throughout the process

          Collect detailed budgets and ensure requested budgets meet targets by fund and overall amount

          Project and allocate enterprise expense budgets, coordinate with budget managers to ensure accurate projections

  • Directly manage Budget Analysts
  • Bring Variance Analysis, Projections, and Budget Amendments to monthly Meetings for Committee Review and Board approval
  • Build regional and schools financial models and effectively communicate and translate financial results and projections to stakeholders
  • Share high quality reporting and analysis that assists budget managers and support staff in understanding the impact of monthly and year-to-date budget to actuals
  • Drive the creation and update of rolling forecasts in partnership with school and regional leaders to ensure schools and regional budgets will meet annual operating income targets
  • Prepare budget amendments for review and approval by the Finance Committee and Board of Directors.  Ensure that approved amendments are loaded into Tyler Munis within 10 days of board approval.
  • Consult with schools and teams that are off track and provide actionable recommendations to improve financial performance
  • Build the capacity of budget managers to best serve as financial stewards through consistent check points, quality reference materials and professional development 
  • Strategically contribute, plan and lead holistic professional development and support plans for budget owners and financial managers
  • Ensure high quality support and reference materials are made available to financial managers related to key finance functions
  • Ensure assigned Zendesk tickets are responded to on or before the two-business day deadline with a high level of customer service

          Summer Institute, HQ managers, grant managers, APO, PIR and Principal trainings

          Provide differentiated support to portfolio financial managers including field observation and coaching, regional tacticals, and adhoc trainings based on portfolio trends 


Supervisory Responsibilities: This role will supervise a team of Budget Analysts


What You Bring – Competencies




  • Education: (Required) Bachelor's degree in accounting, business administration, or economics

(Preferred) Master’s degree in accounting, business administration, or economics

  • Experience:(Required) 4-5 years’ experience in financial data analysis

(Preferred) 6-7 years’ experience in financial data analysis

  • Proficiency with Microsoft Office, specifically Excel and Enterprise Resource Planning Software
  • Certifications (if applicable): n/a


Knowledge and Skills:

  • Ability to effectively communicate with stakeholders of varying degrees of analytical understanding
  • Excellent analytical and problem-solving skills
  • 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


What We Offer

Compensation & Benefits: Salaries for people entering this role typically fall between $91,100 and $112,900, 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


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


Application Process: Submit your application online through Jobvite. Please note that applications will be reviewed on an ongoing basis until the position is filled. Applicants are encouraged to apply as early as possible.


Learn more about IDEA 

At IDEA the Staff Culture and Belonging 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:



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