FP&A and Budget Manager

Job description

FP&A and Budget Manager Position Overview: The FP&A, Budgeting Manager is responsible for leading financial planning, budgeting, forecasting, and analytical initiatives that support strategic decision-making across the organization. This role requires exceptional analytical capabilities, strong financial modeling skills, sound professional judgment, and the ability to collaborate with senior leadership including C-level and Board-level stakeholders. The individual will manage complex projects, coordinate cross-functional processes, and ensure the accuracy, clarity, and integrity of financial information. Position Description: DUTIES & RESPONSIBILITIES: Conduct detailed financial modeling and scenario analysis to support budgeting, forecasting, and strategic planning. Drive the automation of reporting and analytical workflows using platforms such as Sage Intacct, Adaptive Planning, Power BI, and related technologies. Organize, manage, and execute the full budgeting cycle in partnership with cross-functional teams. Analyze data using Power BI, Python, Excel, and AI-driven tools including CoPilot/ChatGPT. Present financial insights and observations clearly and concisely, leveraging strong data visualization skills. Support C-suite executives by preparing and refining board-ready PowerPoint presentations and reporting packages. Manage complex projects, workflows, and global resources; ensure clarity of objectives, timelines, and deliverables. Apply professional and commercial judgment to validate recommendations, always asking: “Does this make sense based on all available data points?” Ensure confidentiality, discretion, and integrity when handling sensitive information. Demonstrate accountability for outcomes, owning both successes and failures. Work independently or collaboratively as needed, adjusting approach based on project scope and team structure. Complete tasks on tight deadlines and proactively seek information or clarification when necessary. Maintain elevated work ethic, with flexibility to work nights and weekends during peak periods. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Experience / Essential Skills Bachelor’s degree required; advanced degree or relevant certifications are a plus. Typically requires 5 or more years of experience in a related area as an individual contributor. Prior training in investment banking, management consulting, or comparable analytical environments strongly preferred. Strong, verifiable record of critical thinking and analytical capability. Full overlap with U.S. business hours (Eastern Time) is required to support collaboration with U.S.-based executives and stakeholders. Fluency in English is necessary to produce reports, financial models, and presentations used in English-speaking business environments. Ability to communicate complex financial concepts clearly both in writing and in meetings. Computer / Technical Proficient in Office 365 — Microsoft Word, Excel, PowerPoint, Outlook. Demonstrated ability to learn and understand office software applications. Experience with modern accounting software and ERP systems. Good knowledge of US GAAP; IFRS exposure a plus (CPA not required). Very strong Excel and financial modeling skills, with emphasis on model hygiene, versioning, and scalability. Experience with enterprise financial systems and planning tools (e.g., Sage Intacct, Adaptive Planning, PowerBI). Ability to leverage automation and technology to enhance reporting and analysis. Professional / Behavioral Independent thinker capable of forming and testing hypotheses while solving complex problems. Meticulous planner able to break down workflows into clear, actionable steps. Strong communication skills and professional demeanor, with comfort interacting with C-suite and Board-level stakeholders. Strong analytical judgment and the ability to work with ambiguous or incomplete information. Ability to manage multiple priorities in a fast-paced, deadline-driven environment. High integrity, excellent discretion, and trustworthiness with sensitive data. Thick-skinned, able to accept challenge and engage in constructive debate. This role may oversee a small team or group, including international contributors. Responsibilities include coaching, coordinating daily workflows, and ensuring adherence to best practices for financial planning, modeling, and data management. The role includes both individual contributor and people management responsibilities. Company Overview: VenturEd Solutions is a leading solution provider exclusively dedicated to powering the success of K-12 schools, students, and families. With innovative solutions rooted in more than 50 years of service to the education sector, VenturEd Solutions, formerly Education Brands from Community Brands, empowers schools worldwide with efficient, highly configurable solutions that strengthen operations and drive growth. VenturEd Solutions serves more than one million students and families at over 24,000 schools, districts, dioceses, multi-academy trusts, and educational organizations globally. This comprehensive suite of solutions supports admissions and enrollment, financial aid, tuition, student information management, school payments, communications, data, and analytics to aid schools in achieving their goals and make a lasting impact in their communities. Our mission is to help passionate people and purpose-driven organizations achieve more for their communities. What We Bring to the Table: 🔹 Growth Opportunities to help you advance in your career. 🔹 Achieve Work-Life Balance with a setup that suits you. 🔹 Employee Engagement Activities to connect and grow with your team. 🔹 Complimentary HMO for you + 2 dependents from Day One—your health matters! 🔹 Earn a 20% Night Shift Differential —your hard work deserves to be recognized. 🔹 Convertible Leave Credits available right from the start. 🔹 Quarterly Performance Bonuses —because your efforts should be rewarded! 🔹 Annual Merit Increase to recognize your dedication and growth. 🔹 Guaranteed Weekends Off —take time to relax and recharge.