Finance Manager of Planning & Budgeting

About the role

The Manager of Planning & Budgeting is a 2-year position (end June 30th, 2028) responsible for supporting the development and execution of the organization’s annual budget and long-term financial plans. This role serves as a key financial partner to schools and regional teams, ensuring strong financial decision-making, effective resource allocation, and progress toward financial sustainability goals.

Responsibilities

• Support Annual Planning and Budgeting
• Develop and manage detailed work plans and timelines to ensure successful budget development and stakeholder alignment
• Support planning processes tied to key requirements (e.g., LCAP metrics, enrollment planning, and contingency scenarios)
• Support School and Regional Financial Partnership
• Grow to serve as a financial advisor to a portfolio of schools (5–10), supporting budget development, multi-year planning, and day-to-day financial decision-making
• Partner with Regional Directors and school leaders to drive strong financial outcomes through data-informed planning and proactive support
• Maintain financial performance, analyze trends in spending, and recommend solutions to improve resource allocation and sustainability
• Support Compensation and other key cost drivers
• Support the Director of Finance to conduct market benchmarking and update compensation structures to ensure equity, competitiveness, and financial sustainability
• Lead financial planning and oversight of centralized cost areas, including technology, expanded learning programs, and partner with functional leaders to align budgets, monitor spend, and support long-term cost planning
• Conduct financial analyses to support budgeting, forecasting, and strategic decision-making
• Monitor budget-to-actual performance and identify risks and opportunities
• Support scenario planning and recommend adjustments to maintain financial targets
• Contribute to the finance team's priorities and continuous improvement of planning tools, processes, and systems
• Support financial grant management

Requirements

• Experience Required
• 0 - 2 or more years of relevant work experience, or 2 - 4 or more years of work experience in a related field, preferred
• Qualifications
• Bachelor’s degree in Finance, Accounting, Economics, or related field (or equivalent experience)
• Proficiency in financial systems and tools (e.g., Adaptive, Excel/Google Sheets); ability to build and improve models and planning tools
• Ability to build strong relationships and partner effectively with non-finance stakeholders (e.g., school leaders, regional teams)
• Experience supporting or leading budgeting processes and financial forecasting
• Understanding of key financial drivers in an education or nonprofit setting (e.g., enrollment, staffing, program costs)

Skills

• Knowledge/skills
• Proficiency in financial systems and tools (e.g., Adaptive, Excel/Google Sheets); ability to build and improve models and planning tools
• Ability to build strong relationships and partner effectively with non-finance stakeholders (e.g., school leaders, regional teams)
• Experience supporting or leading budgeting processes and financial forecasting
• Understanding of key financial drivers in an education or nonprofit setting (e.g., enrollment, staffing, program costs)