Managing Director of Financial Data, Reporting, and ...

Description Managing Director of Financial Data, Reporting & Analytics Mission: The Managing Director of Financial Reporting & Analytics leads financial accounting reporting, audit readiness, and analytic functions. Supports financial-domain reporting, reconciliation automation, and financial data quality across all accounting and financial operations. This role ensures financial data integrity, audit readiness, sub-ledger alignment, and scalable reporting. The Managing Director partners cross-functionally to strengthen insights-driven reporting and analytics along with developing dashboards, KPIs, and forecasting tools that connect financial results to operational drivers. This position reports to the VP of Accounting within the Business Office. This role focuses exclusively on financial-domain reporting, analytics, and controls within the Accounting Department, and does not establish enterprise-wide data governance or cross-domain data standards. The role does not replace budgeting or financial planning functions.  Supervisory Responsibilities: Oversee the Financial Reporting & Data Systems Manager and Financial Reporting & Data Systems Specialist  Location: This is a full-time position based in Texas, with preference given to candidates who live in Austin, El Paso, Houston, Permian Basin (Midland/Odessa), Rio Grande Valley, San Antonio, and Tarrant County (Fort Worth), or who are willing to relocate. Travel Expectations:     Up to 15% during the busiest times of the year  What You’ll Do – Accountabilities Essential Duties: Financial Reporting & Analytics Strategy Development of roadmaps and strategies for financial data and reporting focused on efficiency, internal controls and audit readiness. Define reporting hierarchies, semantic models, and dashboards scalable across accounting operations in conjunction and collaboration with other applicable business units. Lead advanced analytics initiatives including predictive modeling, forecasting, and exception-based reporting. Promote self-service analytics culture to reduce manual reporting dependencies. Data Quality, Validation & Controls Development of roadmaps and strategies for financial data and reporting focused on efficiency, internal controls and audit readiness. Define reporting hierarchies, semantic models, and dashboards scalable across accounting operations in conjunction and collaboration with other applicable business units. Lead advanced analytics initiatives including predictive modeling, forecasting, and exception-based reporting. Promote self-service analytics culture to reduce manual reporting dependencies. Reporting Architecture & Dashboard Governance Development of roadmaps and strategies for financial data and reporting focused on efficiency, internal controls and audit readiness. Define reporting hierarchies, semantic models, and dashboards scalable across accounting operations in conjunction and collaboration with other applicable business units. Lead advanced analytics initiatives including predictive modeling, forecasting, and exception-based reporting. Promote self-service analytics culture to reduce manual reporting dependencies. Automation, AI & Emerging Technologies Development of roadmaps and strategies for financial data and reporting focused on efficiency, internal controls and audit readiness. Define reporting hierarchies, semantic models, and dashboards scalable across accounting operations in conjunction and collaboration with other applicable business units. Lead advanced analytics initiatives including predictive modeling, forecasting, and exception-based reporting. Promote self-service analytics culture to reduce manual reporting dependencies. Continuous Control Monitoring (CCM) Development of roadmaps and strategies for financial data and reporting focused on efficiency, internal controls and audit readiness. Define reporting hierarchies, semantic models, and dashboards scalable across accounting operations in conjunction and collaboration with other applicable business units. Lead advanced analytics initiatives including predictive modeling, forecasting, and exception-based reporting. Promote self-service analytics culture to reduce manual reporting dependencies. Cross-Functional Influence Development of roadmaps and strategies for financial data and reporting focused on efficiency, internal controls and audit readiness. Define reporting hierarchies, semantic models, and dashboards scalable across accounting operations in conjunction and collaboration with other applicable business units. Lead advanced analytics initiatives including predictive modeling, forecasting, and exception-based reporting. Promote self-service analytics culture to reduce manual reporting dependencies. Audit & Compliance Enablement Development of roadmaps and strategies for financial data and reporting focused on efficiency, internal controls and audit readiness. Define reporting hierarchies, semantic models, and dashboards scalable across accounting operations in conjunction and collaboration with other applicable business units. Lead advanced analytics initiatives including predictive modeling, forecasting, and exception-based reporting. Promote self-service analytics culture to reduce manual reporting dependencies. Additional Duties and Responsibilities: Organizational Leadership & Talent Development Recruit, develop, and mentor analytics and reporting talent. Establish professional pathways, expectations, and performance standards. Foster a culture of transparency, continuous improvement, and scalability. Knowledge and Skills – Competencies Make Strategic Decisions: This team member uses data and trends to drive decisions that impact multiple teams, while anticipating risks and planning contingencies for key initiatives. They apply strategic frameworks to clarify challenges and guide coherent action, and they actively support others in strengthening their strategic thinking and decision-making capabilities. Manage Work and Teams: This team member leads cross-functional coordination to align efforts with strategic goals, optimizing resource use and minimizing silos. They build accountability frameworks, monitor key performance indicators to guide adjustments, and mentor emerging leaders, while implementing scalable systems that enhance efficiency and team effectiveness.  Grow Self and Others: This team member identifies development needs across multiple groups and integrates them into broader strategic plans. They create structures that support ongoing growth, engage in succession planning, and continuously refine development strategies based on outcomes and data. Through this work, they foster a culture where continuous learning is a core part of daily work and leadership.  Build a Culture of Trust:  This team member builds trust and drives positive engagement across multiple groups, as reflected in strong feedback and survey results. They proactively address concerns, model transparency and authenticity, and foster collaboration through open, honest communication and shared ownership.  Communicate Deliberately: This team member communicates a clear and compelling vision that aligns team efforts with organizational goals. They proactively identify and address communication gaps across workstreams, implementing solutions to enhance coordination, while anticipating and resolving stakeholder concerns before they surface.  Additional Skills: •          Strategic systems thinking and enterprise architecture leadership. •          Automation-first mindset with preventative control design experience. •          Expertise in reconciliation logic, data lineage mapping, and variance analysis. •          Ability to communicate complex concepts to executive audiences. •          Strong analytical problem-solving and documentation discipline.  Required experience: •          Bachelor’s degree required; OR 10+ years relevant experience. •          5+ years management experience in systems, reporting, or analytics teams •          Experience integrating and governing ERP environments (Workday preferred) •          Proficiency in Power BI, SQL, semantic modeling, and automation concepts. •          Charter school experience preferred.  Preferred Education and Experience: •          Masters Degree preferred •          Charter school experience preferred  Physical Requirements: •          Prolonged periods of sitting at a desk and working on a computer •          Must be able to work independently with minimal supervision •          Ability to travel to campuses or HQ offices as needed  What We Offer: Compensation & Benefits: Salaries for people entering this role typically fall between $131,000 and $158,500, commensurate with relevant experience and qualifications and in alignment with internal equity. This role is also eligible for performance pay based on organizational performance and goal attainment. Additionally, we offer medical, dental, and vision plans, disability, life insurance, parenting benefits, flexible spending account options, generous vacation time, referral bonuses, professional development, and a 403(b) plan. You can find more information about our benefits at IDEA may offer a relocation stipend to defray the cost of moving for this role, if applicable. Application process: Submit your application online through Jobvite. Please note that applications will be reviewed on an ongoing basis until the position is filled. Applicants are encouraged to apply as early as possible. Learn more about IDEA  At IDEA the Staff Experience Team uses our CoreValues to promote human connection and a culture of integrity, respect, and belonging for all Team and Family members. Learn more about our Commitment to Core Values here:

Created: 2026-03-10