Senior Director, Budget, Financial Planning & Analysis

Our Mission

New Leaders develops transformational school leaders and advances policies and practices that ensure high academic achievement for all children—especially students from under-resourced communities.

Position Details

The Senior Director, Budget, Financial Planning & Analysis will be based out of a home office located anywhere within the contiguous United States (Pacific, Mountain, Central, and Eastern time zones) or United States territories that fall within the Atlantic time zone.

Position Overview

The Senior Director, Budget, Financial Planning & Analysis ensures the financial sustainability of the organizational mission by leading the annual budget process, tracking projected revenues and expenses through the fiscal year, and supporting the long-term financial planning of the organization.

The Senior Director is a highly analytical leader that also focuses on communicating highly complex financial information to the Chief Financial Officer & Treasurer and other key members of the organization’s leadership team, working collaboratively across the organization to produce relevant, actionable financial plans.

This position reports to the Senior Executive Director, Finance.

Specific Responsibilities

Budget Management & Financial Analysis

• Develop the budgeting process with the Senior Executive Director, Finance and the Chief Financial Officer & Treasurer, focusing on transparency, efficiency, and scalability.
• Lead the annual budgeting and quarterly forecasting processes, incorporating input from the finance, programmatic, and development teams.
• Develop financial models to evaluate program sustainability, funding scenarios, and cost-effectiveness of initiatives.
• Produce monthly reports that track key performance indicators.
• Manage the ongoing budget process, tracking all necessary inputs and reporting deadlines with key internal stakeholders.
• Develop an annual budget calendar that incorporates key action dates from organizational leaders.
• Analyze financial performance against budgets, grants, and restricted funds, providing actionable recommendations to leadership.
• Prepare reports and lead the management of the organization’s position and cash flow forecasting in coordination with the accounting team.
• Partner with other leaders to develop programmatic budgets that reflect actual costs, future investments, and necessary operating expenses.
• Develop budgets for philanthropic proposals that reflect proper cost allocations and adhere to donor-specific guidelines.
• Serve as a key business partner to program and department heads, providing financial analysis and modeling to evaluate new initiatives, strategic opportunities, and cost-saving measures.
• Prepare clear, compelling reports for the Chief Financial Officer & Treasurer and Senior Executive Director, Finance for use with the Board of Directors, key funders, and other senior leaders.
• Use relevant organizational technology to integrate data from various sources to clarify financial information.
• Develop various monthly and ad hoc reports to address financial reporting needs at the request of the Senior Executive Director, Finance and the Chief Financial Officer & Treasurer.
• Perform other duties as assigned.

Team & Cross-Functional Collaboration

Strategic Leadership

Qualifications and Competencies

Physical Requirements

The employee's routine activities involve sitting, talking, hearing, and using hands for tasks like typing, filing, and handling objects. Visual acuity is necessary for keyboard use, data analysis, transcribing, computer terminal viewing, and extensive reading. The role may involve ordinary ambulatory skills for visits to other locations or the ability to perform activities like standing, walking, lifting, carrying, and moving light-weight items. Proficiency in hand-eye coordination, along with dexterity in arms, hands, and fingers for tasks like grasping, operating standard office equipment, and learning technical information, is essential.

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