Overview:

The Director of Financial Planning and Analysis will will play a critical role in strategically building and leading a scalable, efficient finance organization to serve the needs of an organization with an $80 million budget that is poised to continue growing significantly over the next several years.  The ideal candidate is a systems thinker, is results-oriented, excels at critical thinking and has exceptional financial analysis and budgeting skills.

Bringing substantial leadership and sophisticated finance experience, the Director will serve as a thought partner for the CFO and our leadership team by analyzing, forecasting and making recommendations for organizational and programmatic budgets. The Director will also develop and present crucial financial information to a wide variety of constituencies, including school-based leadership teams, Home Office team leaders, Summit’s board of directors, and numerous external partners (i.e., auditors, lenders, donors, authorizers). The Director will work with the Finance team to streamline and build new finance, budgeting and accounting systems.  The candidate must be a highly motivated individual who thrives in an entrepreneurial environment and wants to positively impact the lives of students by improving K-12 public education.  They will report directly to the CFO of Summit Public Schools, and will work closely with members of the Leadership Team and Program leads.

Who We Are:

Summit Public Schools is a leading charter management organization serving diverse communities in the San Francisco Bay Area and Washington State with currently 11 schools serving over 3,500 students. Summit’s mission is to ensure that every student has the opportunity to not only attend, but succeed in, a four-year college or university. Through the Summit Learning Program, we have partnered with approximately 330 schools and 2,450 teachers across 40 states, and are providing 54,230 students a truly personalized learning experience. Summit’s mission is to ensure that every student has the opportunity to not only attend, but succeed in, a four-year college or university.

Driven by our unwavering commitment to our core values, Summit works every day to ensure our students are receiving a world-class education. Summit seeks phenomenal individuals with the talents needed to transform children's lives, as well as those who are interested in working on the cutting edge of education. If you're excited by the prospect of transformative growth for yourself, as well as the students, schools, and communities we serve, Summit may be the place for you!

Responsibilities:

In addition to an overall focus on the aims stated above, the Director will also have specific responsibilities in the following areas:

  • Lead long-term budgetary planning and cost management for the organizational and specific programs, in alignment with the organization’s vision
  • Provide financial leadership across headcount planning, budgeting, forecasting, and long-range planning
  • Design, lead and execute analysis and effectively communicate insights to identify and drive organizational strategy and performance
  • Generate and interpret monthly financial reports for budget managers, allowing for more strategic decision-making
  • Work with the CFO and Controller to improve and design new financial operations to ensure a high level of service for Summit schools and programs and to accommodate Summits growth
  • Build and maintain current accounting and reporting policies while refining sound fiscal policies and processes aligned with the organization’s mission and goals
  • Collaborate with the Development team to produce and monitor grant budgets

This position is based in the Bay Area, requires occasional travel throughout the Bay Area, and may require occasional travel to other regions.

Key Qualities and Skills:

  • Demonstrated knowledge of and alignment with Summit Public Schools’ mission, vision and values
  • Well-developed sense of integrity, with capacity to speak directly, hold teammates accountable and stand by unpopular decisions when necessary
  • Strong experience with and understanding of multivariable financial planning and analysis especially in a high growth organization
  • Working knowledge of accounting principles
  • Skilled at analyzing, interpreting, visualizing and reporting data for diverse audiences
  • Very high level of skill in Microsoft Excel, including financial analysis and modeling, and experience with advanced budget modeling, forecasting programs and accounting software
  • Proven attention to detail, accuracy and timeliness in managing multiple, ongoing systems & processes
  • Strong organizational and communication skills with a service oriented mentality
    Ability to self-direct and prioritize among competing goals, adapt flexibly  and work efficiently in an ambiguous and fast-moving entrepreneurial environment

Requirements:

  • Bachelor’s Degree required.
  • Master’s Degree in Finance, Mathematics or Engineering is preferred.
  • 5+ years prior experience in financial analysis.
  • Previous work with entrepreneurial environments, educational organizations and/or consulting is preferred.
Apply for this Job
* Required
File   X
File   X

U.S. Equal Opportunity Employment Information (Completion is voluntary)

Individuals seeking employment at Summit Public Schools are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.


Form CC-305

OMB Control Number 1250-0005

Expires 1/31/2020

Voluntary Self-Identification of Disability

Why are you being asked to complete this form?

Because we do business with the government, we must reach out to, hire, and provide equal opportunity to qualified people with disabilities1. To help us measure how well we are doing, we are asking you to tell us if you have a disability or if you ever had a disability. Completing this form is voluntary, but we hope that you will choose to fill it out. If you are applying for a job, any answer you give will be kept private and will not be used against you in any way.

If you already work for us, your answer will not be used against you in any way. Because a person may become disabled at any time, we are required to ask all of our employees to update their information every five years. You may voluntarily self-identify as having a disability on this form without fear of any punishment because you did not identify as having a disability earlier.

How do I know if I have a disability?

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

Disabilities include, but are not limited to:

  • Blindness
  • Deafness
  • Cancer
  • Diabetes
  • Epilepsy
  • Autism
  • Cerebral palsy
  • HIV/AIDS
  • Schizophrenia
  • Muscular dystrophy
  • Bipolar disorder
  • Major depression
  • Multiple sclerosis (MS)
  • Missing limbs or partially missing limbs
  • Post-traumatic stress disorder (PTSD)
  • Obsessive compulsive disorder
  • Impairments requiring the use of a wheelchair
  • Intellectual disability (previously called mental retardation)
Reasonable Accommodation Notice

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. 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.

1Section 503 of the Rehabilitation Act of 1973, as amended. For more information about this form or the equal employment obligations of Federal contractors, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.


Share this job: