Associate Chief of Financial Planning

Associate Chief of Financial Planning Location: NYC or New Haven, CT Compensation: up to $170,000 depending on experience Work Model: Hybrid (2 days on-site, 3 remote) About Our Client Our client is a mission-driven organization that partners with schools to ensure financial health, sustainability, and efficiency. With a strong reputation for innovation and impact, the finance team plays a critical role in advancing the organization's broader mission of excellence in education. Why This Opportunity Stands Out Mission-Driven Leadership - Shape financial strategy that directly supports student success and school sustainability. Executive-Level Impact - Collaborate with senior leaders and stakeholders to drive financial planning and policy. Strategic Oversight - Lead initiatives that enhance budgeting, forecasting, and financial reporting across the organization. Innovative Environment - Work with advanced tools like Workday Adaptive Planning and contribute to continuous improvement. Values-Based Culture - Join a respected organization that blends financial rigor with a commitment to social impact. Key Responsibilities of the Associate Chief of Financial Planning Lead the development and oversight of school and regional budgets in partnership with senior leadership. Guide forecasting processes, conduct variance analyses, and identify strategic financial risks and opportunities. Oversee the creation of Board-level financial reports and analyses to support executive decision-making. Mentor and support finance staff on budgeting systems and processes, including Adaptive Planning. Facilitate high-level budget meetings and ensure alignment with organizational policies and goals. Drive special projects and process improvements to strengthen financial strategy and operational efficiency. Qualifications for the Associate Chief of Financial Planning Bachelor's degree in Finance, Accounting, or related field required; Master's degree strongly preferred. 7+ years of experience in financial planning, budgeting, or strategic finance leadership. Proven expertise in financial modeling, forecasting, and data analysis. Experience with Adaptive Planning and data visualization tools such as Tableau. Background in multi-state, complex organizations; experience in education, charter schools, or nonprofits is a plus. Exceptional communication and leadership skills with the ability to influence cross-functional teams. #LI-EL1 #LI-HYBRID #INSEP2025

Created: 2025-09-25