Soni is seeking a strategic and hands-on finance leader to oversee budgeting, forecasting, long-range planning, and financial analysis across a complex organization. This role will partner closely with the CFO and senior leadership to deliver clear financial insights, strengthen decision-making, and build a high-performing FP&A function that supports both day-to-day operations and long-term strategy.
Key Responsibilities:Financial Leadership, Analytics, and Strategy- Lead the full budgeting and forecasting process, continuously improving systems, timelines, and accountability across leadership teams.
- Partner with the CFO to communicate financial results, risks, and recommendations to boards, executives, principals, and other senior stakeholders.
- Develop driver-based forecasts, financial models, and analyses that support strategic decision-making.
- Translate complex financial information into concise, actionable narratives, including executive summaries, one-page memos, and recommendations with clear owners and timelines.
Team Leadership- Oversee the budgeting and forecasting team, including goal-setting, performance management, and professional development.
- Build and maintain a culture of transparency, trust, accountability, and continuous improvement.
- Coach and develop team members while setting clear expectations and supporting long-term growth.
Long-Range and Scenario Planning- Lead multi-year financial planning and scenario modeling to support decisions around growth, school openings or closures, capital investments, and talent strategy.
- Identify financial risks and opportunities and provide strategic recommendations to executive leadership.
Process Improvement and Change Management- Drive process improvement initiatives that shorten budget cycles, improve forecast accuracy, and increase financial transparency.
- Establish and monitor key performance indicators to measure financial and operational performance.
- Apply sound judgment in implementing financial policies while balancing compliance requirements with operational realities.
- Help scale a best-in-class FP&A function that supports sustainable and strategic organizational growth.
Qualifications:- Bachelor's degree in Finance, Accounting, or a related field required.
- MBA, CFA, CPA, or other advanced credentials strongly preferred.
- Minimum of 7 years of progressive experience in financial planning, analysis, or finance leadership roles; 10+ years preferred.
- Prior experience in large, complex organizations required.
- Experience in charter schools, education, or nonprofit organizations is strongly preferred.
- Strong expertise in financial modeling, budgeting, forecasting, and long-range planning.
- Advanced Excel skills required.
- Experience with business intelligence and planning platforms such as Workday Adaptive Planning or Tableau strongly preferred.
- Proven ability to build driver-based models and sensitivity analyses that improve forecast quality and support resource allocation.
- Experience with government or philanthropic grant funding is a plus.
Compensation: $175,000
Salary is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications.
