Job Description

Position Overview

The Financial Planning & Analysis (FP&A) Analyst plays a critical role in ensuring that KIPP NYC remains a strong, sustainable organization capable of delivering on its promise to students and families. As a key member of the Finance Team, the FP&A Analyst supports financial modeling, reporting, and analysis that guide strategic decisions and ensure resources are aligned with our mission.

This role is ideal for an analytical thinker who is energized by solving complex problems, translating data into clear insights, and supporting school and regional leaders in making informed, student-centered financial decisions. The Analyst reports directly to the Senior Director, Finance.

This position is based out of our KIPP NYC Midtown Manhattan office and requires local travel throughout New York City.

Duties and Responsibilities:

General responsibilities include (but are not limited to):

I. Financial Reporting

• Support the Senior Director of Finance in preparing clear, accurate financial reports for school leaders, regional leadership, the KIPP NYC Board of Directors, donors, financing partners, and regulators.
• Manage the timely and accurate preparation and submission of compliance reports to state, federal, and authorizing entities (such as DOE and IRS Form 990), ensuring accuracy in annual reporting and fiscal health metrics.
• Develop monthly financial and metrics reporting for KIPP NYC schools and programs, used by the Chief Financial Officer in Board presentations.
• Prepare quarterly and ad hoc financial reporting packages for Board meetings and regulatory reviews.
• Schedule regular meetings with school and team budget managers, providing high-quality analysis, excellent customer service, and clear financial guidance.
• Serve as a liaison with Finance, Development, and Real Estate teams to create budget and spending reports for donors and financial partners.

II. Budgeting & Forecasting

• Work with a subset of school and program budget managers to develop annual budgets by:

  • Establishing key financial parameters and guidelines aligned to organizational priorities.

  • Managing the annual setup of budgeting and reporting software.

  • Maintaining data integrity within financial systems through vigilant review and analysis.

  • Overseeing the full budget cycle for assigned schools/programs and ensuring complete, accurate budgets.

• Create and maintain ongoing, accurate financial forecasts for schools and programs to support long-term planning.

• Support the Senior Director, Finance in maintaining multi-year financial models that strengthen sustainability.

• Provide strategic, ad hoc financial analysis and modeling to support leadership decisions related to funding, operational efficiency, and long-term organizational health.

Qualifications

• Bachelor’s degree in finance or a related field (required).
• 3+ years of experience in budgeting, forecasting, financial reporting, or data management, including building and maintaining complex financial models (required).
• Excellent demonstrated proficiency with general ledger systems (Sage), FP&A tools (Vena), Microsoft Office, and especially Excel and PowerPoint required; strong aptitude for learning new software.
• Strong understanding of financial accounting and financial statement analysis.
• Exceptional attention to detail and a proactive approach to identifying and mitigating financial risk.
• Ability to work effectively in a fast-paced, mission-driven environment.
• Strong communication skills with the ability to clearly present complex financial information to diverse audiences, including school leaders, authorizers, and auditors.
• A deep commitment to the mission of KIPP NYC and the belief that all students can learn and achieve at high levels.

Additional Information

Compensation and Benefits:

KIPP NYC offers a competitive salary ranging from $75,000 - $100,000. Salary ranges at KIPP NYC are standardized based on role level and role function. Individual salaries are determined through a lens of equity, accounting for years of experience relevant to the role and scope of responsibilities, and are benchmarked against others within the same salary band.

KIPP NYC offers a generous benefits package, including, but not limited to, the following:

• Robust benefits that include medical, dental, and vision.
• 403(b) retirement plan with a 50% match after 6 months.
• Generous Time-Off aligned with the school calendar
• Up to 12 weeks of 100% parental leave.
• Bright Horizon Back-up Child and Elder care.
• Employer-paid Life Insurance and Short-term / Long-term disability.
• Employee incentives include an 8-week paid Sabbatical after 10 years, annual professional development funds, and tuition reimbursement.

_ This description is intended to describe the type of work being performed by a person assigned to this position. It is not an exhaustive list of all duties and responsibilities required by the employee._

_ This is a full-time, in-person role based in New York City_ and will require travel to our schools. If you are not in a school-based position, the cadence and frequency of travel to schools is determined by your leadership team. If you relocate outside of a commutable distance or out of the state of NY, your employment will be subject to review, which may include separation from KIPP NYC. It is important that you notify HR if you move or have plans to relocate.

_ KIPP NYC LLC does not offer visa sponsorship or work authorization._

_ KIPP NYC LLC is committed to creating a welcoming environment that includes employees with diverse backgrounds and experiences. We believe that enables us to better meet our mission and values while serving students and families throughout New York City._

_ KIPP NYC LLC is an Equal Opportunity Employer. KIPP NYC LLC is committed to the principles of equal employment opportunity for all employees and applicants for employment._