Financial Analyst

Job Type

Full Time




United States



Great education transforms lives. KIPP, the Knowledge is Power Program, is a non-profit network of 224 college-preparatory, public charter schools educating nearly 100,000 early childhood, elementary, middle, and high school students.  KIPP schools are tuition-free, public charter schools open to all students. KIPP schools, KIPP regions, and the KIPP Foundation – are united by a common mission, a commitment to excellence, and a belief that if we help children develop the academic and character strengths they need for college and choice filled lives, they will be able to build a better tomorrow for themselves, for their communities, for us all.

The non-profit KIPP Foundation trains and develops outstanding educators to lead KIPP schools, provides tools, resources, and training for excellent teaching and learning, promotes innovation, and facilitates the exchange of insights and ideas within the KIPP network and with partners including: other charters, districts, colleges and universities, and non-profit organizations across the country.

Why work at KIPP?

By working for the KIPP Foundation, you help more students across the country receive the high-quality education they deserve.

·      Support KIPP leaders, teachers, and staff on the Network Leadership Development, KIPP School Leadership Programs, Teaching and Learning Labs, KIPP Through College, or Knowledge Sharing teams

  • Ensure smart growth and great results on the Network Growth and Sustainability, Strategy, Research & Evaluation, or Insights and Analytics teams
  • Broaden our impact on the Government Affairs, External Impact, Marketing, Development, or Talent teams
  • Keep us connected and operational on our IT or Finance team

If you believe all children deserve great schools and programs where they can gain the knowledge, skills, character, and habits necessary to achieve their dreams while making the world a better place, join us!

Position Overview

The KIPP Foundation is looking for a Financial Analyst to join the Financial Planning & Analysis (FP&A) team. This is a full-time role that reports to the Sr. Director of FP&A and will be based in our San Francisco, CA office.

As an integral part of the FP&A team, you will play an important role in the foundation’s budgeting, forecasting and reporting processes. You will perform financial analysis/modeling and gain experience working in a non-profit finance group supporting foundation programs and employees.

Key Responsibilities and Duties

·      Work as a thought partner with Sr. Director of FP&A, CFO and budget managers on budgeting, forecasting and reporting processes

·      Provide recommendations and guidance on financial results, allocations and variances based on budget to actual analyses and trends

·      Collaborate and support Sr. Director of FP&A and CFO to prepare Finance Committee and Board presentations

·      Collaborate with Accounting and Grants groups to complete month end close and reporting processes

·      Collaborate with Grants group to support internal philanthropic and federal grant reporting requirements

·      Participate in all major finance department undertakings such as annual audit, indirect cost analysis, invoice approvals, year-end close, etc.

·      Update budgeting and forecasting assumptions in the FP&A financial system (Adaptive Insights) based on historical and insightful analyses, current program strategic decisions and conversations with budget owners

·      Serve as administrator for Adaptive Insights, which includes but not limited to:

1)     Managing data connections between FP&A financial system and other financial systems

2)     Creating and distributing financial reports to budget managers and executive team members

3)     Managing multiple forecast and budget versions

4)     Troubleshooting data inputs and assumptions, when necessary

5)     Researching and proposing system upgrades and/or enhancements

6)     Aligning financial system structure to internal organizational structure

7)     Performing ad-hoc analyses and addressing strategic questions based on system data  

Key Competencies

·      Outstanding critical thinking and problem-solving skills

·      Outstanding interpersonal and communication skills: written and verbal

·      Outstanding organization, project and time management skills

·      Strong commitment to providing superior customer service

·      Self-directed and results-oriented, demonstrating initiative and follow-through

·      Comfortable working in a collaborative team environment

Experience and Qualifications

·      BA/BS in Accounting, Finance, or Business Administration and a minimum of three years’ relevant experience

·      Experience in budgeting, forecasting and analyzing operating and capital expenses, as well as building and managing complex financial models

·      Experience working with Financial Forecasting & Budgeting systems, Adaptive Insights strongly preferred

·      Experience managing and interpreting financial statements, strongly preferred

·      Experience with accounting systems and/or grant accounting, strongly preferred

·      Excellent Microsoft Office skills, specifically Microsoft Excel

·      Proven track record of successfully managing multiple stakeholders to meet ambitious goals

·      Ability to model KIPP’s Character Strengths: Zest, Grit, Optimism, Self-Control, Social Intelligence, Gratitude, and Curiosity

·      Location San Francisco, CA.

·      Travel requirements, sporadic - less than 10% schedule.

·      Exemption status Full-time, Exempt

Compensation and Benefits

KIPP offers competitive salary commensurate with experience. A comprehensive benefits package, generous vacation and PTO, 401k retirement plan with both pre- and post-tax options, as well as gym reimbursement, flexible spending account (FSA), and cell phone reimbursement are also offered by KIPP.

Professional Level

None specified

Minimum Education Required

No requirement