Lead, Financial Planning & Analysis

About the role

We are looking for a strategic, high-performing finance leader to serve as a senior member of the FP&A team and a trusted advisor to leaders across the organization.

Responsibilities

• Own the financial planning, forecasting, and analysis function for a major area of the business, setting the standard for analytical rigor.
• Build the systems, processes, and talent that allow Finance to scale with our growth.
• Translate complex financial data into clear, actionable insights.
• Drive fiscal discipline across schools and network functions.
• Play a central role in shaping the long-range financial strategy of a rapidly expanding organization.
• Partner with leaders to inform strategic and operational decisions and to drive fiscal responsibility across the organization.
• Oversee detailed reporting on performance, including variance analysis, risks and opportunities tracking, KPI monitoring, and trend analysis.
• Interpret results to provide management with concise, actionable insight.
• Lead the preparation of monthly financial reporting and presentation materials for senior management.
• Present financial updates directly to executive leadership and other key stakeholders.
• Develop financial impact models and sensitivity analyses for key business scenarios.
• Provide ad hoc decision support to the CFO, CEO, and other functional leaders.
• Drive operational efficiencies throughout the organization, automating tasks wherever possible and strengthening financial systems, controls, and processes to support consistency and scale.
• Establish and lead training for business partners on financial systems and budget management best practices to ensure consistency in data collection and execution across the organization.

Qualifications

• Bachelor’s degree and 7-10 years of relevant financial planning & analysis experience.
• Demonstrated experience leading and developing a team.
• Advanced analytical, quantitative, and problem-solving skills.
• Expertise building and working in complex financial models.
• Strong understanding of financial statements including P&L, balance sheet, and cash flow.
• Takes ownership of the accuracy and timeliness of deliverables.
• Highly detail-oriented, while also balancing the big-picture view.
• Adapts quickly to changes and able to manage multiple competing priorities.
• Excellent communication skills, able to clearly and accurately convey messages to senior leaders and varied audiences across the organization.
• Advanced knowledge of Excel, PowerPoint, Google Sheets, and Slides.
• Experience with an ERP system and/or similar reporting tools.

Personal Characteristics

• Highest integrity and ethics.
• Intellectually curious and able to think deeply and qualitatively about business problems, breaking down issues and presenting solutions.
• Holds themself and others to very high standards of excellence.
• Takes pride in taking a high degree of ownership.
• Positive, cooperative attitude; collaborative with a track record of building strong relationships and leading teams.
• Entrepreneurial with unrelenting drive and comfortable operating in ambiguity.
• Analytical and metrics-driven, regularly leveraging data to support business decisions.
• Open, secure, and humble, with demonstrated resilience.
• Passion for education and a commitment to the mission of Success Academy.

Exact compensation

Exact compensation may vary based on skills and experience. This position is not bonus eligible. Compensation Range $150,000 - $170,000 USD.

Benefits

Success Academy Charter Schools offers a full benefits program and opportunities for professional growth.