Financial Planning & Strategy Manager

Role Overview

The Financial Planning & Strategy Manager is an integral part of the Budget team, ensuring support of KIPP DC’s mission and day-to-day financial operations in the areas of budgeting, financial reporting, and financial analysis. The role drives network-wide financial health by executing key budget planning processes, building complex financial models, and delivering actionable reporting in close collaboration with schools and headquarters.

What You Will Do

The Financial Planning & Strategy Manager will drive operational efficiency throughout the budget season and school year by streamlining existing workflows and developing new ones to ensure accurate, timely financial planning aligned to organizational goals. The role will also build and maintain underlying financial models for complex external reporting, manage the monthly budget variance process, and present budget formulation processes and financial allocations clearly to all budget stakeholders.

Why It Might Be a Fit

The ideal candidate will have a minimum of 5 years in financial planning and analysis or related field, with a strong comfort level working with large, complex datasets and the ability to independently build clear, professional internal and external reports from scratch. The candidate will also have excellent communication and interpersonal skills, with a proven ability to translate complex financial concepts for colleagues at all levels of technical proficiency in a fast-paced, mission-driven non-profit environment.

Requirements

• Bachelor’s degree (with concentration in Finance, Accounting, Economics, or Business Administration preferred)
• A minimum of 5 years in financial planning and analysis or related field
• Mastery in Microsoft Office (Microsoft Word, Excel, PowerPoint) and/or Google Drive Suite (Google Docs, Sheets, Slides)
• Proven experience building, updating, and maintaining complex financial models in Excel and FP&A software to support multi-year planning and scenario analysis
• Exceptional attention to detail with a strong comfort level working with large, complex datasets; ability to independently build clear, professional internal and external reports from scratch
• Excellent communication and interpersonal skills, with a proven ability to translate complex financial concepts for colleagues at all levels of technical proficiency in a fast-paced, mission-driven non-profit environment
• A self-starting professional capable of managing a diverse workload and taking full ownership of deliverables autonomously to ensure completion
• A collaborative, solution-oriented problem solver

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Various voluntary benefits
• Short term disability
• Long term disability
• Life insurance
• Membership to One Medical
• 403(b) retirement account with a 3% employer contribution and a 3% match with vesting after three years

Tagged as: Financial Modeling