Finance Manager

KIPP Bay Area Schools - Oakland, CA - Full time


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Position Overview

The Finance Manager is a key member of the five-person finance team and will report to the Associate Director of Finance. The objective of the finance team is to maximize student outcomes over the long-term through the efficient, effective, and sustainable allocation of financial resources. Our work is rooted in supporting leaders, who bring academic expertise and proximity to students, in making effective decisions. We operationalize “power to lead” by empowering leaders with high quality financial information and advising. The core competencies of the finance team include advising on, with an analytical lens, organization-wide and school-based decisions; building upon our financial sustainability framework and sustaining a culture of efficient financial management; using scalable tools to support decision makers and enable self-service; and measuring the efficacy of resource deployment.

The Finance Manager will provide strategic decision support as financial advisor to key stakeholders, including principals, senior leaders, and budget managers. S/he will work with the finance team to model and assess the financial impact and efficacy of various strategies that span the organization, including, but not limited to, faculty compensation, talent development programs, facilities construction, regional office staffing, and school-based spending. Additionally, s/he will utilize technical and analytical skills to ensure our long term financial forecasts are prudent, realistic, and elegant.

The ideal candidate for this position will have proven financial analysis, communication, analytical thinking, and project management skills. Additionally, s/he will have solid independent judgment and decision-making skills, and a history of managing diverse groups of internal and external stakeholders through influence or direct supervision. We are looking for someone who is passionate about KIPP’s mission, and shows an eagerness to learn and embody KIPP’s values.

The Finance Manager will be based out of the Regional Support Office (RSO) in downtown Oakland (BART accessible). This position is available immediately.


Grow into a finance team leader

  • Shape the multi-year vision and annual initiatives for the finance team, in collaboration with teammates
  • Work with manager to set and achieve ambitious goals in financial planning and analysis, facilities financing, compensation, and scalable financial infrastructure
  • Own day-to-day team workflow to ensure we achieve our goals
  • Actively support the finance team’s culture of continuous learning and shared voice through participation and leadership in team meetings
  • Receive consistent, structured coaching via weekly one-on-ones, quarterly interim feedback, and annual performance appraisals
  • Hire and manage a summer intern
  • Grow own skills and leadership to strengthen the finance team’s leadership pipeline
  • Develop real estate financial strategy, in collaboration with manager, asking and answering the right questions. For example, how do we bolster the team’s capacity to successfully execute this work? What are our financing options? What metrics do we use to measure and monitor real estate financial health?
  • Assess the financial viability of new campus construction, with a focus on both school-level and organization-level sustainability
  • Monitor the real estate financial health of the organization, ensuring we are able to finance projects at attractive rates
  • Cultivate relationships within the lending community (e.g. banks, CDFIs, investment banks, ratings agencies, attorneys, consultants)
  • Complete short-term financings for new campus construction, including current projects in Oakland and San Jose
  • Determine optimal timing for and lead a tax-exempt bond offering
  • Develop and execute on real estate financial strategy

Serve as financial advisor to schools and within the Regional Support Office

  • Serve as a financial advisor to several principals and the Director of Special Education on fiscal operating decisions and multiyear planning
  • Sit down with principals on a quarterly basis to review and revise financial forecasts
  • Achieve a 90%-plus rating on internal surveys of finance service levels
  • Ensure leaders achieve financial sustainability goals

Support development of a sustainable $75M+ budget for 2018-19 and forward

  • Develop prudent, realistic revenue forecasts
  • Advise principals to develop sustainable school budgets
  • Empower principals with tools and information (e.g. historical spending data, staffing plans at other schools, organization-wide per pupil expenditures by line item)
  • Update long-term financial plan, particularly in the areas of facilities and special education

Lead research and implementation of a scalable financial planning software solution

  • Research enterprise forecasting software such as Adaptive Planning to ensure scalable management of our financial model
  • Select and implement a scalable tool, leading change management with budget managers across the organization

Analyze financials to support decision making across the organization

  • Analyze financial reports, identify and explain variances, and draft memos and presentations to stakeholders (e.g. Executive Team, School Leaders, Department Heads, Board Finance Committee, Board of Directors)
  • Generate ad hoc analysis to support decision making across the organization (e.g. student-to-teacher ratios internally and against comparable organizations, regional office staff benchmarking, special education resource allocation)


  • Unquestioned integrity and commitment to KIPP Bay Area Schools’ mission. Firm belief that all children will learn and deserve access to an excellent public education
  • Outstanding project manager, coordinating and maximizing the contributions of others
  • Adept at thinking strategically, translating plans into action, and exhibiting excellent judgment
  • Strong understanding of and experience with financial analysis, planning, and reporting
  • Ability to clearly communicate complex financial concepts to teammates outside of finance
  • Skilled at analyzing, interpreting, and using data to collaborate, identify best practices and areas for improvement, and drive results
  • Experience in quickly and effectively building relationships with, motivating, and engaging a diverse group of internal and external stakeholders
  • Ability to self‐direct, prioritize among competing goals, and exhibit flexibility in a fast‐paced, entrepreneurial environment
  • Excellent writing, speaking, and presenting skills, and a keen attention to detail
  • Approaches work with joy, and has fun while doing it
  • Very high level of skill in Microsoft Excel, including financial analysis and modeling, required
  • Working knowledge of accounting, accounting software, and finance workflow solutions
  • Bachelor's degree required

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Experience Level

Mid Level

KIPP Bay Area Schools

About KIPP Bay Area Schools

KIPP is a national network of 200 college-preparatory public charter schools with a 20-year track record of preparing students in educationally underserved communities for success in college and in life.

There are currently 11 schools in the Bay Area serving 4,700 students. These innovative, college-prep public schools are located in underserved neighborhoods of Oakland, San Francisco, San Lorenzo, San Jose, and Redwood City. Our newest elementary school will open in East Palo Alto, CA in the Fall of 2017.

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