Manager, Financial Planning & Analysis

About KIPP NYC: Founded in 1995, KIPP NYC Public Schools is a non-profit network of 18 free, public charter schools located in the Bronx, Brooklyn, and Manhattan. We partner with families and communities to create joyful, academically excellent schools where every child grows up free to create the future they want for themselves and their communities. From our first middle school, KIPP Academy in the Bronx, to today’s network of eight elementary schools, nine middle schools, and one high school, KIPP NYC provides students with engaging academics, arts, athletics, and social–emotional learning that prepare them for college, career, and beyond. Our commitment doesn’t end at graduation. Through KIPP Forward, we continue to support our alumni as they navigate college, career, and life, helping them define success on their own terms and pursue the paths that align with their goals and sense of purpose. Together, we serve more than 9,400 students, supported over 4,700 alumni, and employ more than 1,100 dedicated team members who bring passion, expertise, and commitment to our mission every day. Position Overview The Manager, Financial Planning & Analysis is a key member of KIPP NYC's Finance Team, responsible for leading the organization's financial planning, budgeting, forecasting, and analytical processes that support strategic decision-making across the network. Reporting to the Senior Director of Finance, the Manager, Financial Planning & Analysis plays a key role in strengthening KIPP NYC's long-term financial sustainability by developing financial models, producing actionable analyses, and partnering with school leaders and regional teams to align financial resources with organizational priorities and student outcomes. This role requires a highly analytical, collaborative professional who enjoys solving complex problems, translating financial data into strategic insights, and developing systems that strengthen financial stewardship and operational excellence across the organization. This is a full-time position with a hybrid schedule, requiring a minimum of three in-person days per week based out of our KIPP NYC Midtown Manhattan office. The role also includes travel to KIPP NYC campuses across the Bronx, Brooklyn, and Manhattan. The cadence and frequency of school visits will be determined by your leadership team. Duties and Responsibilities: General responsibilities include (but are not limited to): Financial Planning & Analysis Lead financial planning and analysis for an assigned portfolio of schools and regional departments. Develop, maintain, and enhance complex financial models that support organizational planning, sustainability, and strategic initiatives. Analyze financial performance, identify trends, evaluate risks and opportunities, and provide actionable recommendations to Finance leadership. Prepare financial analyses that support strategic decision-making related to funding, enrollment, staffing, operational efficiency, and long-term organizational health. Partner with Finance leadership to support multi-year financial planning and scenario modeling. Financial Reporting Prepare accurate and timely financial reports for school leaders, executive leadership, the Board of Directors, financing partners, donors, and regulatory agencies. Develop monthly financial reports, dashboards, and key performance metrics for schools and regional departments. Prepare quarterly and ad hoc financial reporting packages for Board meetings, leadership presentations, and external reporting. Manage the preparation and submission of compliance reports required by state, federal, and authorizing agencies, ensuring accuracy and timeliness. Partner with Development, Real Estate, and other Shared Services teams to prepare financial reports supporting grants, financing activities, capital projects, and donor stewardship. Budgeting & Forecasting Lead the annual budget development process for assigned schools and departments in partnership with school leaders and budget managers. Establish budgeting assumptions, financial parameters, and planning guidelines aligned with organizational priorities. Manage budgeting software and reporting systems to ensure accurate, reliable financial information. Develop and maintain monthly forecasts, proactively identifying financial risks and opportunities throughout the fiscal year. Monitor financial performance against budget and recommend adjustments that support organizational priorities. Financial Systems & Process Improvement Maintain the integrity of financial data across budgeting, forecasting, and reporting systems. Identify and implement process improvements that strengthen financial operations, reporting efficiency, and data accuracy. Partner with Finance and Shared Services teams to improve financial systems, workflows, and reporting capabilities. Support implementation, testing, optimization, and documentation of financial software and planning tools. Stakeholder Partnership Build strong partnerships with school leaders, regional departments, and Shared Services teams by providing responsive, customer-focused financial guidance. Facilitate regular budget meetings with assigned schools and departments to review financial performance, forecasts, and spending trends. Translate complex financial information into clear, actionable insights for financial and non-financial audiences. Support Finance leadership with strategic initiatives, special projects, and executive-level financial analyses. Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required. Minimum of 4-6 years of experience in financial planning and analysis, budgeting, forecasting, financial reporting, or corporate finance. Demonstrated experience developing and maintaining complex financial models. Strong knowledge of financial accounting principles, budgeting methodologies, and financial statement anal