Finance Manager of Planning & Budgeting

Regional Support Office Oakland, California


Description

Finance Manager of Planning & Budgeting

Department
Finance
Reports to
Associate Director of Planning and Budgeting
Location
Oakland
Type
Full Time
FLSA Status
Exempt
Schedule
Full Year

About KIPP NorCal

We are a thriving nonprofit network of 23 free, public charter schools open to all students. At KIPP, we believe all children should grow up free to create the future they want for themselves and that schools can and should be a critical factor in making that vision a reality. Together with families and communities, we create joyful, academically excellent schools that prepare students with the skills and confidence to pursue the paths they choose—college, career, and beyond—so they can lead fulfilling lives and build a more just world. 
Our student community consists of over 7,100 elementary, middle, and high school students in East Palo Alto, Oakland, San Francisco, San Lorenzo, San José, Redwood City, and Stockton. 80% qualify for free or reduced price lunch, 27% are multilingual learners, and 17% receive special education services. We strive to cultivate a representative team of teachers and leaders that reflect our students’ diversity.

Role Overview

The Manager of Planning & Budgeting is a 2-year position (end June 30th, 2028) responsible for supporting the development and execution of the organization’s annual budget and long-term financial plans. This role serves as a key financial partner to schools and regional teams, ensuring strong financial decision-making, effective resource allocation, and progress toward financial sustainability goals.
This role owns critical planning workstreams, including compensation, and plays a central role in translating financial strategy into day-to-day execution.
In this role, you execute assigned tasks with quality and on time, working within a scope set by others. You decide how to approach your work; you escalate anything outside it.

Core Responsibilities

  • Support Annual Planning and Budgeting 
    • Support the development and execution of the organization’s annual budgeting process, ensuring forecasts are accurate, realistic, and aligned to organizational priorities
    • Build and manage detailed work plans and timelines to ensure successful budget development and stakeholder alignment
    • Support planning processes tied to key requirements (e.g., LCAP metrics, enrollment planning, and contingency scenarios)
  • Support School and Regional Financial Partnership 
    • Grow to serve as a financial advisor to a portfolio of schools (5–10), supporting budget development, multi-year planning, and day-to-day financial decision-making
    • Partner with Regional Directors and school leaders to drive strong financial outcomes through data-informed planning and proactive support
    • Monitor financial performance, analyze trends in spending, and recommend solutions to improve resource allocation and sustainability
  • Support Compensation and other key cost drivers
    • Support the Director of Finance to conduct market benchmarking and update compensation structures to ensure equity, competitiveness, and financial sustainability
    • Lead financial planning and oversight of centralized cost areas, including technology, expanded learning programs, and partner with functional leaders to align budgets, monitor spend, and support long-term cost planning
  • Support financial analysis and performance management 
    • Conduct financial analyses to support budgeting, forecasting, and strategic decision-making
    • Monitor budget-to-actual performance and identify risks and opportunities
    • Support scenario planning and recommend adjustments to maintain financial targets
    • Contribute to the finance team's priorities and continuous improvement of planning tools, processes, and systems
  • Support financial grant management 
    • Lead the application of and compliance reporting of CTC/CCSPP/SB740/LCSSP

KIPP Leadership Competencies

These competencies describe the core leadership behaviors expected at this level – they guide how we hire, develop, and grow our people at KIPP NorCal.
  • Lead Self: You seek diverse feedback, adjust your approach based on your impact on others, and continuously develop your expertise. You interrupt bias, advocate for equitable practices, and share your knowledge with peers.
  • Lead People: You build authentic relationships across lines of difference and foster inclusion and psychological safety. You communicate the rationale for change, build buy-in, and surface resistance early. You partner across teams, identify coordination gaps, and resolve them proactively.
  • Lead Results: You translate strategy into project plans and manage competing priorities without losing sight of outcomes. You use data to analyze problems and inform decisions, deliver on time and scope, and manage up effectively — flagging risks early and bringing options when facing obstacles.

Knowledge & Skills

Required Qualifications
Experience
  • 0 - 2 or more years of relevant work experience, or 2 - 4 or more years of work experience in a related field, preferred
Education
  • Bachelor’s degree in Finance, Accounting, Economics, or related field (or equivalent experience)
Knowledge/skills
  • Proficiency in financial systems and tools (e.g., Adaptive, Excel/Google Sheets); ability to build and improve models and planning tools
  • Ability to build strong relationships and partner effectively with non-finance stakeholders (e.g., school leaders, regional teams)
  • Experience supporting or leading budgeting processes and financial forecasting
  • Understanding of key financial drivers in an education or nonprofit setting (e.g., enrollment, staffing, program costs)

Role Details

The following details describe how this role is structured and what to expect day-to-day.
Work Setting
Onsite
Travel Expectation
Back-end support
Driver’s License
N/A
Physical Demands
Ability to navigate office and school campuses, use technology, and occasionally lift or carry materials up to 20 lbs.
Mental Demands
Ability to manage competing priorities, concentrate for sustained periods, analyze complex information, and make decisions under normal work pressures.
Environmental
Office/RSO environment subject to regular interruptions and distractions

KIPP Northern California is committed to providing reasonable accommodations for qualified individuals with disabilities to perform the essential functions of this position.

Compensation

KIPP Northern California is dedicated to you and your family's well-being! We offer a competitive salary as well as a comprehensive benefits package. Benefits include medical, dental, vision coverage, paid time off, retirement plan with employer contribution, and commuter benefits.
We benchmark annually against comparably-sized non-profit organizations in the regions where we operate to offer competitive salaries. The salary range for this position is $90,000 to $113,000, with most candidates compensated at $97,000.

How to Apply

Please submit a cover letter and resume by clicking apply on this page.