Mgr, Financial Plan &Analysis

Who We Are

Charter Schools USA (CSUSA) is one of the largest and highest performing education management companies in the United States, proudly serving over 82,000 students in over 150 schools in four states. Founded by Jonathan Hage in 1997, CSUSA's mission is a Relentless Commitment to Student Greatness in School and in Life™. CSUSA provides an academically rigorous education to students equipping them with real world readiness, prepared for college or career after graduation. With an unwavering dedication to the success of students from every background, CSUSA is closing the gaps in achievement and opportunity, keeping our promise of Strong Minds, Good Hearts™.

Job Purpose

To join a team of people with the mission: Relentless Commitment to Student Greatness in School and in Life ™. If you love inspiring and motivating young learners and want to put students first in education, CSUSA is the right place for you. We deliver on our promise of Strong Minds, Good Hearts™ through an education model that gives every student the opportunity for success. As a Manager of Financial Planning and Analysis, you will be supporting multi-company budgeting, forecasting and financial management requirements. The incumbent will perform professional level work in analyzing budgetary data, budgetary requests, interpreting and applying budget guidelines, and projecting and forecasting financial results. The position reports to and provides support for the Senior Director of Financial Planning and Analysis and provides support to the Chief Financial Officer.

How You Will Impact Education

• Performs duties and responsibilities commensurate with assigned functional area within a department(s) which may include, but are not limited to, any combination of the following tasks:
• Plans and carries out budget procedures for multiple business units including monthly monitoring of department expenditures and revenues
• Communicating monitoring status to management; assisting business units and departments in the preparation of business unit and department budgets
• Reviewing and making recommendations on business unit and department budget proposals; assisting in the development of multi-year forecast estimates for business unit and department expenditures and revenues; reviewing business unit and department performance measures.
• Develops and maintains budget monitoring models and coordinates production of the formal monitoring report (i.e., review of dashboard reporting).
• Assists department(s) in preparing proposals and contracts, agenda items, and supporting information; explains policies and procedures; and gives advice on management issues.
• Assists with special studies that require data compilation; analyzes and interprets information in oral and written presentations.
• Assists in the fiscal evaluation of proposed legislation.
• Researches and responds to budget surveys.
• Responsible for the direct management of the Financial Analysis staff
• Review and analysis of monthly/quarterly financial reports
• Assist in preparation and review of presentation materials for monthly/quarterly management and Board of Directors' meetings
• Ad hoc reporting
• Support Senior Director in providing relevant, timely, and accurate reporting & analysis
• Work closely with other FP&A team members to provide subject matter expertise
• Assist in consolidating and evaluating annual budgets and monthly forecasts
• Responsible for organizing and researching routine analysis
• Provide detailed analytical information upon request
• Provide leadership to FPA team
• Actively communicate with other outside departments ensure a clear understanding of financials, processes, and planning functions

Required Qualifications and Skills

• Detail oriented
• Ability to work independently and with little supervision
• Ability to prioritize and manage multiple tasks to meet deadlines
• Understanding of financial reports
• Understanding of basic accounting
• Strong interpersonal and communication skills
• Comfortable manipulating financial data in Excel
• Strong project management skills
• Previous experience in a role responsible for forecasting/budgeting
• Strong work ethic
• Willingness to take on responsibility
• Significant experience with databases and spreadsheet programs and use of financial or accounting information systems
• In-depth knowledge of budgeting, forecasting and accounting.
• Knowledge of the principles and practices of business organization and management.
• Knowledge of the organization and functions of a business operation with emphasis on departments to which assigned.
• Ability to research, analyze, and evaluate proposed programs and expenditures.
• Ability to work with large amounts of data, interpret financial records, detect errors, and prepare financial reports.
• Ability to maintain effective working relationships with other employees.

Job Requirements

• Graduation from an accredited four-year (4) college or university with a degree in business, finance or accounting
• 7 years of professional related experience in budgeting or accounting or any equivalent combination of education, experience, and training that provides the required knowledge, skills, and abilities.
• May perform other duties assigned.

Work Environment

While performing the responsibilities of this position, the work environment characteristics listed below are representative of the environment the employee will encounter:

• Usual office working conditions.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• No physical exertion required.
• Travel within or outside of state.
• Light work: Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force as frequently as needed to move objects.

FLSA Overtime Category

Job is exempt from the overtime provisions of the Fair Labor Standards Act.