Manager of Financial Planning and Analysis

At YES Prep, work for a mission that impacts the life trajectory of students and their families. YES Prep creates pathways to extraordinary opportunity through best-in-class development, competitive compensation and benefits, and recognition for your impact. Grow as an authentic leader and be part of an equity driven, team-oriented culture.

• 19,500 Students
• 2,300 Team Members
• 15 Secondary Campuses
• 9 Elementary Campuses
• 92% Students Who Qualify for Free/Reduced-Price Lunch
• 96% Hispanic & African-American Students
• 90% Students Who Are Accepted to a 4-Year University
• 88% First-Generation College Students
• Ranked in the Top 100 High Schools in the Nation, U.S. News & World Report

We serve the students of Houston, Texas, the 4th largest city across the United States. There are over 20 public-school districts and other great public charter school options within Houston’s city limits serving our increasing population. We are a rapidly growing organization, committed to creating life-changing opportunities for over 23,000 students by 2025.

• Leading periodic budget analysis reviews and performing budget forecasts to determine areas of concern and provide recommendations to Director of Financial Planning and CFO;
• Supporting and informing a cohort of budget managers with timely data about spending, planning, and other financial matters;
• Reviewing and revising budget target calculations to ensure equitable allocation of resources across campuses and subpopulations;
• Compiling and evaluating annual budgets;
• Creating annual budget templates and developing communications/training materials to help budget managers throughout the budgeting process;
• Delivering excellent budget development and management training to various stakeholders;
• Supporting preparation of financial presentations for the YES Prep Board of Directors and the YES Prep Board Finance Committee;
• Preparing and leading presentations to YES Prep Chiefs on pressing financial matters, as needed;
• Annually reviewing the sustainability of YES Prep’s major cost drivers (and most importantly our campus staffing model). Recommending changes where necessary to ensure long-term sustainability and scalability;
• Performing planning, forecasting, and economic modeling. Creating and modifying financial models for strategic decision-making, scenario analysis, fundraising, and other organizational needs;
• Building close working relationships with other members of Home Office Team to ensure ongoing exchanges of best practices, coordination of efforts, and general support for the finance/accounting department;
• Recommending and implementing continuous improvement in the annual budget process;
• Exercising a long-term perspective to planning in the context of Government regulations.
• Managing, creating and analyzing PowerBI reports that provide insights into financial data and allow for further financial analysis for the entire organization;
• Mentoring and developing finance team members, providing guidance and support for their professional growth;
• Managing the budget to actual reporting process from start to finish for the entire organization;
• Additional duties as assigned

• Bachelor’s degree from an accredited four-year educational institution
• Minimum of 3 years of professional experience in a Financial Analyst or similar position
• Exceptional analytical skills, including the ability to work with complex financial models
• Evidence of producing great work products and projects on quick timelines
• Top-notch customer service orientation; relentless pursuit of stakeholder satisfaction
• Belief in and commitment to the mission and core value of YES Prep Public Schools

• Openness to giving and receiving frequent feedback
• Demonstrated ability to work on a team
• A dedication to learn, grow, and develop as a professional
• Ability to work urgently in a fast-paced and results-oriented environment
• Self-directed initiator, problem-solver, and creative thinker
• Attention to detail as evidenced by minimal errors in work products.

• Belief in and commitment to the mission and core values of YES Prep Public Schools
• Desire to disrupt systemic status quos in education
• Willingness to go above and beyond to disrupt said status quos
• Passion to develop resiliency through a relentless pursuit of jaw-dropping results
• Conviction that high expectations high accountability = high performance and high growth

• Bachelor’s degree in Economics, Finance, Accounting or other relevant field
• 5 or more years of professional experience in an Analyst or similar position
• Non-profit and/or public finance experience
• Advanced proficiency in Excel, PowerPoint, and other MS Office programs
• Ability to maintain emotional control under stress
• Ability to gather data, compile information, and prepare reports
• Ability to handle multiple tasks and initiatives simultaneously
• Strong communication, influence and relationship-building skills
• Ability to toggle between 50,000-ft. perspective and the nitty-gritty

• Compensation – This position is an exempt, salaried position; offers commensurate with experience.

• Health and Supplemental Insurance – A $0 monthly medical option that includes $600 towards a Health Savings Account, in addition to a variety of supplemental benefits including Dental, Vision, Disability, Life, etc. Employees must work 20 hours a week to be eligible for a full spectrum of benefits, and 10 hours a week minimum for medical benefits.

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  Retirement Plans – Participation in Teacher Retirement System of Texas and a 457b Retirement Plan.

• Paid Time Off – Employees working 20 hours a week receive 15 days of Paid Time Off in addition to the system closures during the Academic Calendar.

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  Paid Leave Programming – In the event you need to be out due to medical needs (including maternity and paternity leave), YES Prep offers paid leave, paid out at 100%, based on eligibility and tenure.

• Professional Development - YES Prep values longevity and performance over time. We invest in developing leaders through high-quality programs, effective coaching, and ongoing professional development.

• Award Winning Culture – The strong cultures of our campuses and Home Office are just one of many reasons we were named Houston’s Best Place to Work in 2018, 2019, and 2021. We won the 2012 Broad Prize for Excellence in Urban Education and were a 2016 finalist as well.