Head of Financial Planning and Analysis - PreK-12 Education

Description

Position at Leman Manhattan Preparatory School

Main Purpose of the Role:

We are seeking a results-driven Head of Financial Planning & Analysis (FP&A) to support financial strategy, drive revenue growth, and enhance pricing optimization across our PreK-12 institution. This role is pivotal in delivering actionable insights through robust financial modeling, data analytics, and process improvement-directly contributing to operational efficiency and strategic growth. The ideal candidate combines a deep understanding of financial operations with experience in the education sector and a passion for delivering high-quality, accessible learning experiences.

Key Responsibilities:

(The primary tasks, functions and deliverables of the role)

• Lead the financial analysis, forecasting, and long-range planning processes for the organization.
• Analyze tuition pricing, enrollment trends, and market positioning to support strategic pricing models and tuition strategies that balance growth and affordability.
• Drive revenue growth initiatives by evaluating innovative programs, locations, and market expansion opportunities.
• Conduct in-depth financial and operational performance analysis, highlighting risks, trends, and improvement areas.
• Partner with Admissions, Marketing, and Academics to assess ROI on enrollment campaigns, retention strategies, and new student acquisition efforts.
• Develop and maintain dashboards and KPIs using tools like Power BI, Tableau, and Excel to provide clear visibility into school performance metrics.
• Lead process improvement initiatives across financial operations using Lean Six Sigma methodologies, improving accuracy reducing costs, and optimizing resources.
• Collaborate with senior leadership on business cases for revenue growth initiatives, capital improvements, and programmatic investments.
• Create executive-level reports and presentations to communicate insights, trends, and strategic recommendations.
• Prepare and deliver concise, data-driven presentations for executive leadership, Board of Manages and department heads.

Qualifications:

• Bachelor's degree in Finance, Accounting, Business, or a related field; MBA preferred.
• 5+ years of FP&A or financial analysis experience; experience in a for-profit K-12 educational environment is preferred.
• Strong understanding of tuition-based revenue models, program profitability, and enrollment dynamics in the PreK-12 space.
• Certification in Lean Six Sigma (Green Belt or higher strongly preferred).
• Proficiency in financial modeling, forecasting, and data visualization using Excel, Power BI, Tableau, or similar tools.
• Experience with ERP or financial systems (e.g., NetSuite, QuickBooks, or education-specific platforms like FACTS or Blackbaud) is a plus.
• Effective communication skills with the ability to work cross-functionally and present data to non-financial stakeholders.
• Highly organized with a proactive, problem-solving approach and the ability to manage multiple projects in a fast-paced environment.
• Experience with data visualization and analytics tools (e.g., Tableau, Power BI, SQL); familiarity with ERP systems like Workday, Banner, or Oracle is a plus.

Preferred Attributes:

• Passion for education and a belief in the power of data to drive better student and business outcomes.
• Experience working across multiple school sites or regions in a centralized finance role.
• Comfortable in a high-growth, entrepreneurial environment with evolving priorities.

Why Join Us?

At Leman Manhattan Preparatory School, we are redefining what is possible in PreK-12 education. Join a mission-driven team committed to academic excellence, operational efficiency, and sustainable growth. Your work will directly support our ability to expand access, deliver top-tier learning experiences, and empower the next generation.