Sr, Financial Planning Anlst

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.

The Financial Planning Analyst is a key member of the finance team responsible for driving financial planning, performance analysis, and strategic insight across the organization. This role partners closely with department and subsidiary budget owners to monitor financial performance, investigate variances, and ensure budget discipline. The FP&A also collaborates with the accounting team to validate results and with executive leadership to deliver high-impact reporting and presentations.

Essential Duties And Responsibilities

Financial Planning & Forecasting

• Lead the annual budget and quarterly forecast cycles, consolidating input across departments and subsidiaries.
• Develop long-range planning, scenario modeling, and cash flow projections aligned with organizational goals.
• Ensure forecasts align with corporate objectives and reflect realistic business assumptions.
  
  

Financial Analysis & Reporting

• Prepare and analyze consolidated and entity-level financial statements, including Balance Sheet, Income Statement, and Statement of Cash Flows.
• Prepare and deliver financial data required for debt covenant compliance and reporting.
• Serve as a key contact in responding to lender inquiries, providing clear explanations of financial performance and trends.
• Analyze financial performance against budget, forecast, and prior periods to identify key drivers of variances.
• Collaborate with accounting to research and validate unusual or material fluctuations.
• Prepare and deliver monthly and quarterly management reports, and executive summaries. Present concise variance commentary and actionable recommendations to senior leadership.
• Communicate complex financial information clearly to non-financial stakeholders.
  
  

Cash Flow Management & Treasury Coordination

• Develop, maintain, and continuously improve short- and long-term cash flow projections across all entities.
• Monitor cash movements; analyze variances and clearly explain drivers of cash changes.
• Provide reporting on cash inflows, outflows, and liquidity trends.
• Partner closely with Treasury to ensure adequate funding, optimize cash positioning, and prevent liquidity constraints
  
  

Process Improvement & Systems Optimization

• Serve as the internal subject matter expert for NSPB (NetSuite Planning & Budgeting)
• Enhance FP&A processes through automation, standardization, and adoption of best practices.
• Implement and maintain KPI dashboards to improve visibility and streamline recurring reporting cycles.
• MAY PERFORM OTHER DUTIES AS ASSIGNED**
  
  

DISCLAIMER

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.  

Skills And Knowledge

• In-depth knowledge of budgeting, forecasting and accounting. Including Income Statement, Balance Sheet, and Cash Flows and interplay between the three.
• Exhibits strong personal ownership of tasks, maintaining organization, proactive communication, and consistent on-time delivery of all financial outputs.
• Quickly learn and adapt to new software platforms and evolving financial technologies.
• Ability to work with large amounts of data, interpret financial records, detect errors, and prepare financial reports
• Ability to express ideas effectively and professionally orally and in writing
• Ability to maintain effective working relationships with other employees
• Shows strong presentation skills in developing and giving financial presentations
  
  

WORK ENVIORMENT

Responsibilities

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.

• 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
  
  

TERMS OF EMPLOYMENT

Salary and benefits shall be paid consistent with CSUSA salary and benefit policy. Length of the work year and hours of employment shall be those established by Charter Schools USA.

FLSA OVERTIME CATEGORY

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

Job Requirements

• Bachelor's degree in business, finance, or accounting (MBA or master's in finance strongly preferred)
• 5 or more years of professional experience in budgeting or accounting
• Significant experience with databases and spreadsheet programs and use of financial or accounting information systems. Advanced knowledge of Excel and PowerPoint.
• Netsuite ERP System (Oracle) highly preferred