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Regional Director of Financial Planning & Analysis (Immediate Opening)

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School Year: 2022-2023
Location: San Antonio Regional Office
Region: San Antonio, TX
Category: Headquarters
Job Type: Full-Time


The Regional Director of Financial Planning & Analysis 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 you 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 you must be an expert in excel, know how to position yourself as a trusted advisor, and be able to relay complex information to stakeholders with varying levels of expertise. Additionally, you must be committed to developing a team of financial planning clerks to serve as financial stewards.

This is a remote position which will require some travel within your assigned region .

*While this is a remote role, you must live in Austin or San Antonio.


Salaries for people entering this role typically start between $82,000 and $108,000, commensurate with relevant qualifications and experience. This role is also eligible for a performance bonus based on individual and organization goal attainment.

In this role you will:

  • Manage the regional master budget and regional pro-formas in portfolio through preliminary drafts, scenario planning, and final adoption
  • Support budget managers and their staff during the annual planning and budgeting process
  • Project and allocate enterprise expense budgets, coordinate with budget managers to ensure accurate projections
  • Directly manage Regional Financial Planning and Analysis Clerks
  • Build regional and school 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
  • 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
  • Provide differentiated support to portfolio financial managers, including field observation and coaching

As a member of the Business department, you will be responsible for assisting in the achievement of the following goals:

  • Upload a regional balanced budget by the start of the new fiscal year
  • Upload a board approved budget by July 1 across all portfolio regions and have 100% detail for each organization for operating, staffing and summer school discretionary allocations in the Annual Planning and Budgeting Application.
  • Achieve the regional operating income target by the end of the fiscal year. 80% of organizations end the year on discretionary target or with a surplus. 10% Regional Budget to Actuals variance at end of year
  • 95% Zendesk Customer service by the end of the fiscal year by region with no more than 5% breached Tickets.
  • 85% Financial Planning Team and Business Clerk Retention


  • Bachelor's degree in accounting, business administration, or economics required. Master’s degree in accounting, business administration, or economics preferred
  • 3-4 years’ experience in financial data analysis required. 4-5 years’ experience in financial data analysis preferred
  • Proficiency with Microsoft Office, specifically Excel and Enterprise Resource Planning Software
  • Knowledge of non-profit accounting practices required

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

Diversity, Equity and Inclusion

At IDEA we recognize that racism, bias, and privilege exist in society. We are committed to an organizational culture that promotes awareness, kindness, and inclusivity for our students and staff, and supports their path to positively impact our broader society. We are committed to recognizing the impact of racism and privilege, and commit as an organization to have equitable practices, policies, and structures.

Visit to learn about IDEA’s Diversity, Equity and Inclusion Anti-Racist and Anti-Bias commitment.

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