Director of Financial Analytics

Job Description

The Director of Financial Analytics leads enterprise-wide financial analysis, forecasting, and modeling to support KIPP Texas Public Schools' financial sustainability and strategic decision-making. This position integrates revenue, expenses, EBITDA, cash flow, debt obligations, and other key financial metrics to provide a comprehensive understanding of organizational performance.

The Director is expected to independently identify financial risks and opportunities, conduct in-depth analyses, challenge assumptions, and recommend actionable solutions without waiting for direction. Success requires strong technical financial expertise, sound judgment, intellectual curiosity, and the ability to evaluate decisions from an enterprise-wide perspective.

ROLE RESPONSIBILITIES: 

Enterprise Financial Analysis and Forecasting

• Own the consolidated financial forecast and Monthly Financial Reporting Package (MFRP), including EBITDA, revenue, expense, and cash flow projections.

• Independently investigate material financial variances, identify underlying drivers, challenge assumptions, and evaluate implications for organizational performance.

• Proactively identify financial risks, opportunities, and trends; conduct in-depth analyses to quantify their financial impact; and recommend enterprise-wide solutions without waiting for direction.

Debt Management and Financial Sustainability

• Analyze the organization's bond financing, debt obligations, repayment schedules, and financial covenants, including debt service coverage ratios (DSCR).

• Forecast debt service, covenant compliance, liquidity, and long-term financial sustainability under multiple financial scenarios.

• Independently identify potential covenant compliance risks, pressure-test financial assumptions, and recommend corrective actions before issues materialize.

Financial Modeling and Strategic Decision Support

• Develop sophisticated financial models and scenario analyses to evaluate organizational investments, cost efficiencies, resource allocation, and strategic initiatives.

• Evaluate the financial implications of changes in enrollment, staffing, compensation, revenue, and operating expenses on organizational performance.

• Translate complex financial analyses into clear conclusions and actionable recommendations that improve enterprise-wide financial outcomes.

Annual Budget Development and Financial Reporting

• Lead the technical development of the consolidated annual budget, integrating assumptions and forecasts from Schools FP&A, SSP FP&A, Accounting, and operational leaders.

• Establish comprehensive documentation, approval processes, and quality assurance procedures to ensure financial models and budget assumptions are accurate and independently verifiable.

• Prepare financial analyses and external reporting submissions, including those required by the Charter School Growth Fund (CSGF), lenders, and other stakeholders.

Cross-Functional Collaboration and Continuous Improvement

• Partner with FP&A, Accounting, Procurement, Payroll, and operational leaders to understand organizational processes and their financial implications.

• Identify opportunities to automate reporting, improve forecasting accuracy, strengthen financial controls, and increase analytical efficiency.

• Develop sustainable, repeatable financial processes and promote a culture of proactive problem-solving, analytical rigor, and enterprise-wide thinking.

Qualifications

QUALIFICATIONS:

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field, with at least five years of progressively responsible experience in FP&A, corporate finance, or financial modeling.

• Demonstrated expertise in financial statement analysis, EBITDA forecasting, integrated financial modeling, bond financing, debt covenants, DSCR, and cash flow forecasting.

• Advanced Excel or Google Sheets proficiency, strong financial judgment, and a demonstrated ability to independently identify financial issues, challenge assumptions, and recommend solutions.

Preferred Qualifications

• MBA, CPA, CFA, or other relevant advanced degree or professional certification.

• Experience with tax-exempt bonds, nonprofit debt financing, or public-sector financing.

• Experience in K–12 education, charter schools, nonprofit organizations, or complex multi-location organizations..

COMPETENCY AND SKILLS:

• Expertise in integrated financial modeling, three-statement mechanics, EBITDA forecasting, cash flow projections, and multi-year scenario analyses using advanced Excel or Google Sheets.

• Advanced technical knowledge of bond financing, debt obligations, repayment schedules, liquidity forecasting, and calculating/pressure-testing debt covenants including DSCR.

• Ability to independently investigate material financial variances, identify underlying drivers, challenge assumptions, and recommend enterprise-wide solutions without waiting for direction.

• Proficiency in establishing repeatable financial processes, documentation standards, automated reporting frameworks, and rigorous model verification procedures.

• Technical expertise in leading the annual budget development and producing executive-level financial reporting packages (MFRP) and external submissions (e.g., CSGF, lenders).

• Ability to partner across FP&A, Accounting, Procurement, Payroll, and operational leaders to align processes and translate complex financial analyses into actionable recommendations.

Physical Requirements: 

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The person in this position needs to be able to move about inside and outside the school throughout the workday.

• The candidate is expected to attend conferences, meetings and training sessions both virtually and in person within the Region. 

Additional Requirements:

• Reliable transportation is needed for travel between campuses

• Ability to maintain emotional control under stress.

• Work with frequent interruptions.

Work Environment: 

Hybrid work - Reports to the central office or schools three days a week

Travel Requirements: 

Minimal travel: May travel to other school sites or regional offices for professional learning, meetings and other work related activities.

Additional Information

What We Bring to the Table: 

• Comprehensive medical, dental, and vision plans with coverage options for employees and their families. 

• Competitive vacation and flexible paid time off (PTO) policies.

• Paid family leave.

• Flexible spending account or high-yield HSA.

• Employee assistance programs. 

• KIPP also offers the following employee-paid benefits: legal plans, LifeLock identity protection, life insurance and disability insurance.

EEO: 

KIPP Texas is an Equal Opportunity Employer. KIPP Texas ensures equal employment opportunities regardless of race, creed, gender, color, national origin, religion, age, sexual orientation, or disability. Any individual needing assistance in making an application for any opening should contact the Talent Team.

 Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job duties. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.