Director of Financial Planning & Analysis

Job Type

Full-time

Description

Position Summary

The Director of Financial Planning & Analysis (FP&A) plays a critical role in driving financial excellence, strategic decision-making, and long-term planning for Yellow Brick Road. This position oversees budgeting, forecasting, financial modeling, analysis, and KPI/Dashboard reporting across all schools and corporate operations. The Director partners closely with Executive Leadership, Operations, and Human Resources to optimize financial health, support responsible growth, and ensure resources are aligned with organizational goals.

Key Responsibilities

Financial Planning & Budgeting

• Lead the annual budgeting process across all schools and departments.
• Maintain rolling forecasts incorporating enrollment trends, labor data, tuition strategy, and market conditions.
• Develop multi-year financial plans aligned to organizational growth strategies.
• Monitor budget performance, analyze variances, and prepare actionable insights.
  
  

Financial Modeling

• Build and refine financial models to support new school openings, capital investments and other program enhancements.
• Conduct scenario analyses to guide strategic decisions.
  
  

Financial Reporting & Analysis

• Assist with preparing monthly, quarterly, and annual financial performance reports for the Executive Team and Board.
• Analyze trends in revenue, labor costs, school utilization, and operational metrics to identify risks and opportunities.
  
  

KPI & Dashboard Analytics

• Develop KPIs and dashboards that enable leaders to make data-driven decisions.
• Collaborate with stakeholders to ensure metrics are relevant and measurable
• Automate reporting processes to improve efficiency and accuracy
• Ensure dashboards are user-friendly, visually appealing and are actionable
  
  

Strategic Partnership

• Serve as a trusted advisor to the CEO, CFO, COO, and providing data-based recommendations.
• Support tuition pricing strategy including a robust market level comparison and financial evaluation of tuition increases.
• Partner with HR to assess labor forecasting, staffing costs, and compensation planning.
  
  

Systems, Tools & Process Improvement

• Enhance FP&A processes, tools, and templates to improve efficiency and accuracy.
• Leverage systems (e.g., Paylocity, Line Leader, ERP and other internal financial tools) to improve data integrity and reporting.
• Identify and implement improvements in financial workflows and cross-departmental planning.
  
  

Leadership & Collaboration

• Lead FP&A efforts with a mindset of transparency, collaboration, and continuous improvement.
• Provide financial training and support to Directors and Assistant Directors to enhance financial literacy across the organization.
  
  

Qualifications

• Bachelor’s degree in Finance, Accounting or related field; CPA or MBA degree preferred.
• 7 years of progressive experience in FP&A, financial analysis, or corporate finance; experience in multi-site operations or education-based organizations is a plus.
• Strong financial modeling, forecasting, and analytical skills.
• Proficiency in financial tools and advanced Excel modeling.
• Excellent communication skills, with the ability to translate complex financial data into clear recommendations.
• Strong leadership, collaboration, and problem-solving skills. Experience working with budget owners and senior leaders.
  
  

What We Offer

• Competitive compensation and benefits package.
• A mission-driven environment focused on positive impact for families and children.
• Opportunities for professional growth and strategic leadership.
• A supportive, value-aligned culture committed to innovation and continuous improvement.
  
  

The starting pay range for this position is $120,000 to $140,000 a year and is applicable for candidates who will be working in the following location(s) Minnesota. This range is subject to adjustment for other geographic work locations. In addition to geographic location, Yellow Brick Road considers education, experience, internal equity, market demands, and other qualifying criteria to determine starting wages.

In addition to compensation benefits, Yellow Brick Road offers a variety of health and welfare benefits, based on eligibility, including medical and dental insurance, life insurance, and career development.