Financial Planning & Analysis Director
Hebrew Public, New York, NY, United States
Financial Planning & Analysis Director
Location:
Remote with occasional travel to Hebrew Public School locations in NYC, PA and CT.
Start Date:
Immediate
Compensation:
$105,000 - $125,000 (see details below)
Network Website:
www.hebrewpublic.org
Contact:
jobs@hebrewpublic.org
About the Organization Hebrew Public Charter Schools for Global Citizens
Our mission is to lead a national movement of public charter schools that teach Modern Hebrew to children of all backgrounds and prepare them to be successful global citizens. Our schools are models of racial and economic integration, academic excellence, and world language learning. Hebrew Public manages schools in New York City and Philadelphia, and also supports an affiliate network of schools in California, Washington DC, New Jersey, and Minnesota. Our schools help students grow to become empathetic, ethical, intellectually curious young adults committed to solving the world’s problems.
About The Position The Financial Planning & Analysis Director serves as both a hands‑on financial analyst and strategic partner to Hebrew Public's school and organizational leaders. This role requires someone who can produce detailed budgets and financial reports while leading cross‑functional initiatives and providing high‑level financial guidance. Working within a small, dynamic finance team, this position demands independence, strong customer service orientation and the ability to translate complex financial data into clear, actionable insights for school leaders, the CFO, and other stakeholders. The ideal candidate thrives in environments requiring both tactical execution and strategic thinking, and brings experience in charter school finance, budgeting, analysis, and compliance.
Candidates for this position do NOT need to speak Hebrew. Hebrew Public is eager to consider applications from traditionally underrepresented groups.
Job Responsibilities Financial Planning, Budgeting & Analysis
Lead annual budget creation process for all entities, incorporating input from school leaders and CMO departments
Produce monthly financial reports including budget‑to‑actual analysis and balance sheet review
Analyze monthly financial performance, identify trends, and track key metrics across all stakeholders
Conduct NYC CMO comparison analysis to benchmark financial performance
Conduct Hebrew Public Network school comparison analysis and year‑over‑year trend analysis
Develop financial models for staffing costs, benefits analysis, and forecasting
Develop and maintain rolling financial forecasts to support proactive decision‑making and resource planning
Provide ad‑hoc financial analysis and modeling to support strategic decisions and respond to leadership questions
Provide profitability analysis and insights to support strategic decision‑making
School Leadership Partnership & Customer Service
Schedule and conduct regular budget review meetings with school leaders and program budget managers, providing clear financial guidance and analysis
Serve as a trusted financial advisor to school leaders, delivering high‑quality customer service and responsive support for budget questions and financial decisions
Translate complex financial data into accessible insights that empower school leaders to make informed operational decisions
Partner with school teams to identify spending trends, address budget variances, and optimize resource allocation
Cash Flow Management
Produce regular cash flow reports and projections for leadership review
Analyze cash flow trends and provide recommendations for cash management optimization
Development Team Liaison & Donor Reporting
Collaborate with Development team to create financial reports and budget narratives for donors and foundation partners
Provide financial analysis and documentation to support fundraising initiatives and grant proposals
Coordinate with Finance and Development teams to ensure accurate reporting of restricted fund usage and program expenses
Compliance & Reporting
Prepare and submit timely and accurate compliance reports to the State, Federal and authorizing entities (such as DOE and Board of Regents)
Monitor and flag new compliance deliverables for schools and network
Manage UPK program financial aspects including tracking, reporting, and tagging communications
Government Grants Management
Support government grant applications and budget development for programs including Title, CSP, TSL, DYCD, and 21st Century programs
Prepare and submit FS‑10 forms (FS‑10, FS‑10A, FS‑10F) and process grant claims
Communicate grant budgets and expense tagging requirements to accounting team; monitor accuracy of tagging execution
Monitor grant expense tracking and prepare required grant reporting
Audit & Tax Support
Provide analytical support for annual audit, including preparation of complex schedules and financial statement analysis
Respond to auditor questions regarding compliance, school operations, grants, and complex accounting matters
Project manage single audit process, leading coordination with auditors and preparation of federal grant schedules and documentation
Lead Form 990 preparation including development of all required schedules and supporting documentation
Serve as liaison for 990 review process with external preparers and board
Co-ordinate workers' compensation audits and 401(k) census/compliance activities
Monthly Close Support
Review general ledger and communicate necessary adjustments based on budget, grants or other contextual information
Board & Strategic Planning Support
Prepare comprehensive financial materials, presentations, and analysis for CEO or CFO to present at Board and Finance Committee meetings
Develop clear visualizations and narrative summaries that communicate financial performance to board members
Support long‑range planning initiatives including analysis for potential new school launches and strategic investments
Minimum Requirements
7+ years of progressive finance experience, with at least 3 years in financial planning, analysis, budgeting, or related roles required
Bachelor's degree in Finance, Accounting, Business Administration, or related field required; MBA or CPA is a plus
Experience with charter school finance and New York State/City education funding mechanisms is a plus
Experience managing government grants (Title, CSP, federal programs) including budgets and compliance is a plus
COMPENSATION AND BENEFITS We offer a highly competitive compensation package designed to attract and retain top talent. The salary range for this position is
$105,000 - $125,000 . Exact compensation may vary based on skills, experience, and organizational needs.
Potential benefits* include:
Medical
Dental
Employer‑Paid Vision
Prescription Drug Coverage
Paid Holidays
Retirement Savings and Employer Matching Programs
Paid Parental Leave
Short‑Term and Long‑Term Disability Coverage
Employee Assistance and Wellness Programs
Health Care and Dependent Care Flexible Spending Accounts
Employer‑Paid and Voluntary Life Insurance
Global Travel Experiences
*Benefits packages vary depending on the role.
Hebrew Public is committed to building a team that reflects the communities we serve. Candidates of color and those from backgrounds that are underrepresented in school leadership roles are particularly encouraged to apply.
#J-18808-Ljbffr
Remote with occasional travel to Hebrew Public School locations in NYC, PA and CT.
Start Date:
Immediate
Compensation:
$105,000 - $125,000 (see details below)
Network Website:
www.hebrewpublic.org
Contact:
jobs@hebrewpublic.org
About the Organization Hebrew Public Charter Schools for Global Citizens
Our mission is to lead a national movement of public charter schools that teach Modern Hebrew to children of all backgrounds and prepare them to be successful global citizens. Our schools are models of racial and economic integration, academic excellence, and world language learning. Hebrew Public manages schools in New York City and Philadelphia, and also supports an affiliate network of schools in California, Washington DC, New Jersey, and Minnesota. Our schools help students grow to become empathetic, ethical, intellectually curious young adults committed to solving the world’s problems.
About The Position The Financial Planning & Analysis Director serves as both a hands‑on financial analyst and strategic partner to Hebrew Public's school and organizational leaders. This role requires someone who can produce detailed budgets and financial reports while leading cross‑functional initiatives and providing high‑level financial guidance. Working within a small, dynamic finance team, this position demands independence, strong customer service orientation and the ability to translate complex financial data into clear, actionable insights for school leaders, the CFO, and other stakeholders. The ideal candidate thrives in environments requiring both tactical execution and strategic thinking, and brings experience in charter school finance, budgeting, analysis, and compliance.
Candidates for this position do NOT need to speak Hebrew. Hebrew Public is eager to consider applications from traditionally underrepresented groups.
Job Responsibilities Financial Planning, Budgeting & Analysis
Lead annual budget creation process for all entities, incorporating input from school leaders and CMO departments
Produce monthly financial reports including budget‑to‑actual analysis and balance sheet review
Analyze monthly financial performance, identify trends, and track key metrics across all stakeholders
Conduct NYC CMO comparison analysis to benchmark financial performance
Conduct Hebrew Public Network school comparison analysis and year‑over‑year trend analysis
Develop financial models for staffing costs, benefits analysis, and forecasting
Develop and maintain rolling financial forecasts to support proactive decision‑making and resource planning
Provide ad‑hoc financial analysis and modeling to support strategic decisions and respond to leadership questions
Provide profitability analysis and insights to support strategic decision‑making
School Leadership Partnership & Customer Service
Schedule and conduct regular budget review meetings with school leaders and program budget managers, providing clear financial guidance and analysis
Serve as a trusted financial advisor to school leaders, delivering high‑quality customer service and responsive support for budget questions and financial decisions
Translate complex financial data into accessible insights that empower school leaders to make informed operational decisions
Partner with school teams to identify spending trends, address budget variances, and optimize resource allocation
Cash Flow Management
Produce regular cash flow reports and projections for leadership review
Analyze cash flow trends and provide recommendations for cash management optimization
Development Team Liaison & Donor Reporting
Collaborate with Development team to create financial reports and budget narratives for donors and foundation partners
Provide financial analysis and documentation to support fundraising initiatives and grant proposals
Coordinate with Finance and Development teams to ensure accurate reporting of restricted fund usage and program expenses
Compliance & Reporting
Prepare and submit timely and accurate compliance reports to the State, Federal and authorizing entities (such as DOE and Board of Regents)
Monitor and flag new compliance deliverables for schools and network
Manage UPK program financial aspects including tracking, reporting, and tagging communications
Government Grants Management
Support government grant applications and budget development for programs including Title, CSP, TSL, DYCD, and 21st Century programs
Prepare and submit FS‑10 forms (FS‑10, FS‑10A, FS‑10F) and process grant claims
Communicate grant budgets and expense tagging requirements to accounting team; monitor accuracy of tagging execution
Monitor grant expense tracking and prepare required grant reporting
Audit & Tax Support
Provide analytical support for annual audit, including preparation of complex schedules and financial statement analysis
Respond to auditor questions regarding compliance, school operations, grants, and complex accounting matters
Project manage single audit process, leading coordination with auditors and preparation of federal grant schedules and documentation
Lead Form 990 preparation including development of all required schedules and supporting documentation
Serve as liaison for 990 review process with external preparers and board
Co-ordinate workers' compensation audits and 401(k) census/compliance activities
Monthly Close Support
Review general ledger and communicate necessary adjustments based on budget, grants or other contextual information
Board & Strategic Planning Support
Prepare comprehensive financial materials, presentations, and analysis for CEO or CFO to present at Board and Finance Committee meetings
Develop clear visualizations and narrative summaries that communicate financial performance to board members
Support long‑range planning initiatives including analysis for potential new school launches and strategic investments
Minimum Requirements
7+ years of progressive finance experience, with at least 3 years in financial planning, analysis, budgeting, or related roles required
Bachelor's degree in Finance, Accounting, Business Administration, or related field required; MBA or CPA is a plus
Experience with charter school finance and New York State/City education funding mechanisms is a plus
Experience managing government grants (Title, CSP, federal programs) including budgets and compliance is a plus
COMPENSATION AND BENEFITS We offer a highly competitive compensation package designed to attract and retain top talent. The salary range for this position is
$105,000 - $125,000 . Exact compensation may vary based on skills, experience, and organizational needs.
Potential benefits* include:
Medical
Dental
Employer‑Paid Vision
Prescription Drug Coverage
Paid Holidays
Retirement Savings and Employer Matching Programs
Paid Parental Leave
Short‑Term and Long‑Term Disability Coverage
Employee Assistance and Wellness Programs
Health Care and Dependent Care Flexible Spending Accounts
Employer‑Paid and Voluntary Life Insurance
Global Travel Experiences
*Benefits packages vary depending on the role.
Hebrew Public is committed to building a team that reflects the communities we serve. Candidates of color and those from backgrounds that are underrepresented in school leadership roles are particularly encouraged to apply.
#J-18808-Ljbffr