Description
Position at IDEA Public Schools

About IDEA Public Schools :  

 

At IDEA Public Schools, we believe in college for ALL and we are committed to ensuring that   all   our students graduate from college. IDEA Public Schools has grown from a small school to the fastest-growing network of tuition-free Pre-K-12 public charter schools in the United States sending 100% of our students to college. 50% of our students graduate from college in 6 years - that's 3 times the national rate for students in our communities!  

 
IDEA was founded in 2000 as a single school with 150 students in the Rio Grande Valley. When interest exceeded building capacity, to meet the demands, IDEA's co-founders committed to serving more students in the Rio Grande Valley of Texas and beyond. We now serve  over 65,000  students across Texas and Louisiana. Be on the lookout for IDEA schools opening near you-with continued growth in our current regions an d new launches in  Tampa Bay , FL  (2021) ,  and  Jacksonville, FL (2022) !  

 

When you choose to work at IDEA, you are part of our IDEA Team and Family. You will work alongside team members who set and reach ambitious goals every day, are excited to continue to grow with IDEA, and work relentlessly to make college for all a reality.  

 

To learn more about IDEA, check out this   video .  

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  Assistant  Director of  Financial Planning and Analysis  will  partner  with  Finance,  national ,  regional,  and school teams to increase efficiency and provide a high level of support in meeting shared  financial  goals.  

 

Accountabilities  

 

Develop the financial skillsetof budget managers and their support staff.  Coach  and develop  Business Clerks  to  high level of goal attainment. Embody Business office  customer service  commitmen t.  

 

• Supportprofessional development and plans for budget owners and financial  managers.  
• Createhigh quality reference materialsforfinancial managers related to key finance functions.  
• Manage the Business Clerk hiring, onboarding and support process for portfolio  regions.  
• Provide differentiated support to portfolio financial managers including field observation and coaching, regionaltactical, andadhoctrainings based on portfolio trends.  

• Respond to assigned Zendesk tickets on or before the two-business deadline with a high level of customer service, nudge portfolio members to utilize Zendesk for requests to ensure a prompt response time.  
• Partner with Regional Business Managers and Financial Planning Clerks on  priority Business Clerks  

Measurable Goal:   80% of Business Clerks achieve 80% or equivalent of Goals attained  by End of Year.  

 

Develop the Scope and sequence for the Headquarter Financial Manager and School Financial Manager Quarterly Trainings, On-Boarding and roadmap continuing education.  

 

• Identify and train evaluators from each B usiness  O ffice  team to review and approve training materials.   
• Create and run training program for new Business Clerks, A ssistant  P rincipals of  O perations , Principals in Residence.  
• Create and maintain shared databoard to track progress on development goals.  
• Develop session content and facilitate Regional Quarterly Financial Management Trainings, Summer Institute, H eadquarter  Financial  managers, grant managers, A ssistant  P rincipal  O perations , P rincipal in Residence  and Principal trainings   
• Create high quality reference materials for financial managers related to key finance functions.   

Measurable Goal:  100% of trainings are reviewed by a BO Senior Leader before being published, and 90% meet all training quality standards. 100% of Quarterly's have 98% attendance, and have an average rating of 4 or higher effectiveness in Financial Manager satisfaction  

 

D evelop and Manage the Content for Playbooks, Standard Operating Procedures Manuals.  Curate and oversee the Resource content  library.    

 

• Identify materials and resources needed for BC and APO Playbook, Manage the creation of it with   the support of FP&A team  

• Create the Template for the S tandard  O perating  Procedure   portfolio  for each B usiness  O ffice  Functional Team to populate and test and maintain  to build a  sustainable work  guide.  
• Define data metrics around Organizational Knowledge and Budget and financial capacity in org leaders all entities.  
• Maintain catalogue of training and manage the  S tandard  O perating Procedure  project including but not limited to the intranet   resource page.  
• Partner with internal teams including but not limited to Information Systems, ERP to provide scaffolded instruction for impacts to Financial Managers work  

Measurable Goal s :  B usiness  C lerk   p laybook for the  n ext  fiscal year   r eady by June 1 of the  c urrent  fiscal year .    

 

Guidenational,  regional  and schoolin meeting thefinancialtargetsfor theirteams .  

 

• 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  
• Build andupdate rolling forecasts in partnership with school and regional leaders to ensure schools and regional budgets will meet annualoperating 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  
• Ensure philanthropic grant spendingand grantor payments areon-track in partnership with theAdvancement Team andGrant Accountant across all  entities  

 

Measurable Goal s :  Achieve the operating income target by the end of the fiscal year. 80% of organizations end the year on discretionary target or with a surplus.  

 
Live V alues of IDEA

• Believes and is committed to our mission: that all students are capable of getting to and through  college.    
• Is driven by outcomes and results, and wants to be held accountable for  them  
• Embodies  a propensity for action, willing to make mistakes by doing in order to learn and  improve   q uickly  

• Thrives in an entrepreneurial, high-growth environment; is comfortable with ambiguity and  change  
• Seeks and responds well to feedback, which is shared often and freely across all levels of the  organization.  
• Works through silos and forges strong cross-departmental relationships in order to achieve  outcomes.  
• Embodies IDEA's core  values     

Supervisory Responsibilities :  Manage an intern to regularly   coordinate, and  facilitate PD logistics  and track feedback data.  

 

Competencies:  

• Mission Focus - focuses on IDEA's core purpose of getting all students into  college  
• Communication - displays exceptional written, verbal, and interpersonal  skills  
• Problem Solving - able to synthesize, analyze, and prioritize information to develop strategies for achieving goals and  objectives  

• Continuous Improvement - proactively identifies opportunities to improve and consistently reflects on past actions to guide future  decisions  
• Judgment - prioritizes conflicting needs; handles matters expeditiously and follows through on projects to successful completion, often with deadline  pressures  

 

Qualifications:  

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

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

• Experience:(Required)  2 - 3  years' experience in financial data  analysis  

(Preferred)  3 - 4  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 work, coordinating projects, setting priorities, meeting  deadlines  
• Using initiative and independent judgment within established policy and procedural guidelines  
• Hold ethics and values to high  standards  
• Excellent mathematical aptitude  
• Strong attention to Detail  

 

Compensation:   

• Salaries for people entering this role typically start between $73,900 and $90,200, commensurate with relevant qualifications and experience. This role is also eligible for a performance bonus based on individual and organization goal attainment. 

IDEA Public Schools does not discriminate on the basis of race, color, national origin, age, sex or disability, in admission or access to, or treatment of employment in its programs and activities. Any person having inquiries concerning the organization's compliance with the regulations implementing Title VI of Civil Rights Act of 1964 (Title VI), Section 504 of the Rehabilitation Act of 1973 (Section 504), or Title II of the Americans with Disabilities Act of 1990 (ADA), may contact IDEA Human Resources at (956) 377-8000.