Director Finance Systems and Reporting

Job Description

About The Position

The KIPP Foundation is looking for a Director, Finance Systems and Reporting who will be responsible for the KIPP Foundation's financial systems including implementation and maintenance and all internal and external reporting. The Director, Finance Systems and Reporting will be remote and report to the Vice President of Financial Planning and Support. This position will work closely with KIPP regions and local finance leads and KIPP Foundation senior leaders.

Responsibilities

Financial Planning and Budgeting

Support the annual financial planning and budgeting process and ensure it is strategic, reflects organizational priorities and improves in terms of efficiency and end user experience over time

Work with Financial Planning leadership to ensure stakeholders have all information required to effectively plan

Explore options to make tools utilized during the annual planning and budgeting process the most efficient and end user friendly

Support a strong position control

Ensure accurate active positions and vacancies are maintained for the Foundation

Closely partner with Payroll, Talent Acquisitions, Compensation and Benefits, Data and Technology and Employee Information System functional leaders

Explore ERP system functionality to support position control maintenance and projections for annual planning and budgeting cycles

Financial Systems

Ensure the finance team is best utilizing existing systems and consistently exploring options to improve platform and process

Work to maximize existing systems in the interim, prioritize implementing access to real time budget to actuals reporting

Explore improved system options such as an integrated ERP system

Support any system adoption

Financial Reporting

Ensure the Finance team produces high quality reporting and analysis that assists budget managers and support staff in understanding the impact of monthly and year-to-date budget to actuals, and other key financial performance indicators, including:

Provide financial results by the 15th business day of the following month

Maximize automation

Implementing access to real time budget to actuals reporting

Strategically lead the creation and update of accurate and holistic rolling forecasts in partnership with functional area leaders to ensure team budgets will meet annual targets

Optimize methodology for forecasting

Partner with the Finance Grants Team to ensure 99% accuracy of revenue projections around all funding streams

Maintain qualitative notes regarding team plans to enrich predictions

Continuously improve forecast methodology and approach including leveraging technology options

Network Support

Provide support to regions to improve accuracy and efficiency of local processes and reporting

Provide support services, guidance and templates to automate certain interim reporting tasks such as cash reconciliation, financial statement drafts, authorizer reporting, additional accounting tables for internal or Board use

Serve as a leader in the development of mathematical, analytical, statistical constructs and models to understand the impact of operating across existing and new regions

Provide support in utilizing demographic demand models in partnership with the Growth and Operation Teams, potentially provide semi-annual analysis for existing schools, provide ad-hoc demand reports to regions considering growth and/or site acquisition

Pressure test all financial projection models owned by existing and potential regions

Manage accountability of financial model requirements for all regions benefiting from emergency loans or support in the future

Stakeholder Experience & Customer Service

The Finance Team exists to serve our stakeholders on Foundation program teams and in our regions.

Serve as a model of the finance customer service tenets and lead the Financial Planning & Support team to set a high standard for end user experience across financial manager and budget owners

Ensure Financial Planning and Support assigned Zendesk tickets are responded to on or before the two business day deadline with a high level of customer service.