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Full-time
bachelor degree
Full Benefits Program, Professional Growth Opportunities
Posted 2d ago
~40 hrs/week
Responsibilities
Lead the financial planning, forecasting, and analysis for a major business area while serving as a strategic advisor to senior management. Drive fiscal discipline, develop long-range financial strategies, and improve operational efficiencies through system automation.
Requirements
Requires a bachelor's degree and 7-10 years of relevant FP&A experience, including a track record of leading teams. Candidates must possess advanced quantitative skills, expertise in complex financial modeling, and strong communication abilities for executive-level interaction.
Full job description
Thanks for your interest in Success Academy! Running a large, fast-growing, and high-performing network of public charter schools takes a village - families, children, teachers, staff and faculty, advocates, and supporters alike. We are growing fast in New York and expanding to Florida, and we would love to welcome you to our community! We work tirelessly every day to ensure children have access to a fun, rigorous, whole-child education regardless of zip code or economic status. When you join SA, you play a part in giving every student who walks through our doors a fair shot at reaching his or her potential.
About the Role
We are looking for a strategic, high-performing finance leader to serve as a senior member of the FP&A team and a trusted advisor to leaders across the organization. The Lead, FP&A will own the financial planning, forecasting, and analysis function for a major area of the business, set the standard for analytical rigor, and build the systems, processes, and talent that allow Finance to scale with our growth.
Reporting to the Head, FP&A, the Lead operates as a strategic partner to senior management, including the CFO. This person will translate complex financial data into clear, actionable insights, drive fiscal discipline across schools and network functions, and play a central role in shaping the long-range financial strategy of a rapidly expanding organization. This role has broad exposure across all levels and functions, so the ideal candidate combines deep technical expertise with the leadership presence and communication skills to influence decisions at the most senior levels.
Key Responsibilities
Financial Planning & Forecasting: Own the annual budgeting and monthly re-forecasting processes for your area of the business, establishing standard methodologies for short-, medium-, and long-term forecasts and overseeing the models and dashboards that support them.
Strategic Partnership: Serve as the senior Finance point of contact for school operations and network functions, partnering with leaders to inform strategic and operational decisions and to drive fiscal responsibility across the organization.
Performance Management & Insight: Oversee detailed reporting on performance, including variance analysis (actuals vs. budget/forecast), risks and opportunities tracking, KPI monitoring, and trend analysis, and interpret results to provide management with concise, actionable insight.
Executive Reporting: Lead the preparation of monthly financial reporting and presentation materials for senior management, and present financial updates directly to executive leadership and other key stakeholders.
Scenario & Decision Support: Develop financial impact models and sensitivity analyses for key business scenarios, and provide ad hoc decision support to the CFO, CEO, and other functional leaders.
Process & Systems Improvement: Drive operational efficiencies throughout the organization—automating tasks wherever possible and strengthening financial systems, controls, and processes to support consistency and scale.
Enablement: Establish and lead training for business partners on financial systems and budget management best practices to ensure consistency in data collection and execution across the organization.
A successful applicant will have the following experiences and education:
Qualifications
Bachelor’s degree and 7-10 years of relevant financial planning & analysis experience
Demonstrated experience leading and developing a team
Advanced analytical, quantitative, and problem-solving skills
Expertise building and working in complex financial models
Strong understanding of financial statements including P&L, balance sheet, and cash flow
Takes ownership of the accuracy and timeliness of deliverables
Highly detail-oriented, while also balancing the big-picture view
Adapts quickly to changes and able to manage multiple competing priorities
Excellent communication skills, able to clearly and accurately convey messages to senior leaders and varied audiences across the organization
Advanced knowledge of Excel, PowerPoint, Google Sheets, and Slides
Experience with an ERP system and/or similar reporting tools
Personal Characteristics
Highest integrity and ethics
Intellectually curious and able to think deeply and qualitatively about business problems, breaking down issues and presenting solutions
Holds themself and others to very high standards of excellence
Takes pride in taking a high degree of ownership
Positive, cooperative attitude; collaborative with a track record of building strong relationships and leading teams
Entrepreneurial with unrelenting drive and comfortable operating in ambiguity
Analytical and metrics-driven, regularly leveraging data to support business decisions
Open, secure, and humble, with demonstrated resilience
Passion for education and a commitment to the mission of Success Academy
Compensation, Benefits & Perks
At Success Academy, we invest boldly in our Network team with a comprehensive package designed to support your health, financial future, and overall well-being:
Day-One Health & Wellness: Medical, dental, and vision coverage starting your first day (SA covers 82% of our core medical plan), plus a free One Medical membership and confidential mental health support via EAP/Talkspace.
Financial Security: 403(b) retirement plan with a 3% employer match, up to $2,400/year in employer HSA contributions, employer-paid life/disability insurance, and Public Service Loan Forgiveness (PSLF) eligibility.
Time to Recharge: Generous paid time off, paid holidays, and paid parental leave.
Perks & Stipends: A $50/month cellphone stipend ($600/year), pre-tax commuter benefits, backup family care, and performance-based earning incentives.
This is a hybrid position based in our NYC Financial District office, requiring on-site work Tuesday through Thursday and remote work on Monday and Friday.
Exact compensation may vary based on skills and experience. This position is not bonus eligible.
Compensation Range
$150,000—$170,000 USD
Success Academy Charter Schools is an equal opportunity employer and actively encourages applications from people of all backgrounds. Compensation is competitive and commensurate with experience. Success Academy offers a full benefits program and opportunities for professional growth.
Privacy Policy:
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We are an equal opportunity employer and value diversity at our organization. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We actively seek applications from people of all backgrounds to strengthen our community and the perspectives needed to flourish in a multicultural world. Success Academy offers a full benefits program and opportunities for professional growth.
Success Academy Charter Schools does not offer employment-based immigration sponsorship.
Since 2006, Success Academy has tackled educational inequities head-on by providing exceptional public education for 22,000 K-12 students in New York City. Our network of 59 free, public charter schools is looking for diverse, ambitious, talented people like you to join our team!
Starting on your first day, you’ll receive world-class training and mentorship while working in a collaborative environment with passionate colleagues. As part of the Success Academy team, you will have ample growth opportunities within our network — including leadership roles.
Success Academy is seeking candidates from all majors and backgrounds. All interviews are virtual, and a degree in Education is not required to teach. If you graduated or will be graduating with a bachelor's degree between Dec 2025 and Dec 2026, we encourage you to apply!
We encourage you to look at our current openings and consider applying.
Offices: 95 Pine Street, Floor 6, New York, NY 10005, US
charter school management and education reformCharter SchoolsEducationNon Profit
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