Position Summary: The School Budget Transparency and Analytics Group (SBTAG), within the Division of School Budget Planning and Operations, is responsible for producing sound and timely analysis to support financial policy decision-making and transparency reporting. Working cross-functionally within the Division of School Budget Planning and Operations (DSBPO), SBTAG develops financial strategies aligned with the New York City Public Schools (NYCPS) educational priorities, addresses specific financial policy and resource allocation questions, and develops data driven actionable policy recommendations. SBTAG research and analysis contributes to the development of budget allocation formulae and expenditure trend forecasting.
Under the direction of the Executive Director of School Budget Transparency and Analytics Group (SBTAG), with wide latitude for independent judgment, initiative and decision-making, the Managing Director will produce and present complex analytics used for strategic decision-making purposes: develop research designs and analyses needed to address specific financial policy and school budget inquires, assist in the finance transparency work; present internal reports for senior leadership, some of which will be regularly be confidential in nature, provide training to field-based and school staff on budget related. The Managing Director is responsible for managing, coordinating, conducting and presenting complex, cross-functional analyses to be used for strategic decision-making purposes. Provides key analysis of mandated reports required by federal, state, and city education law. Performs related work.
Reports to: Executive Director, Fiscal Strategies Group
Direct Reports: Senior Analyst and School Budget Analyst
Key Relationships : In addition to working closely with the Executive Director of SBTAG, and across all offices in the Division of School Budget Planning and Operations, the Managing Director will partner with key stakeholders in the Division of School Leadership (DSL), Division Inclusion and Accessible Learning (DIAL), Division of Human Resources (DHR), Division of Budget Operations and Review (DBOR), Research Policy and Strategy Group (RPSG), Division of Financial Operations (DFO), Financial Systems and Business Operations (FSBO), Division of Instructional and information Technology (DIIT), as well as other divisions as needed.
Responsibilities - Provide leadership, direction and management of critical and time-sensitive projects undertaken by the SBTAG in a manner that ensures alignment of objectives between day-to-day activities and the Department's long-range priorities and goals. This includes:
- Supporting projects undertaken by the Executive Director, including handling high-priority and urgent projects from beginning to end, and identifying improvement/change management opportunities.
- Assisting the Executive Director with information and written proposals that need to obtain the approval of leadership.
- Managing and leading key inter-office and cross-functional team at the department.
- Defining and refining project assignments and managing follow-up.
- Quantitatively assess the impact of policy changes in special education and related service delivery by school.
- Compile, analyze, and report quantitative and qualitative information on program effectiveness of all phases of the special education and related services reform implementation.
- Lead, support and work with members of the Finance leadership team to design, conduct, manage and present complex financial and other data analyses in a simple and easy to digest manner in support of the agency-wide and cabinet-level policy decisions.
- Work both independently and closely with the Executive Director, to develop, manage, and present complex financial and data analyses to support cabinet-level policy decisions, identify out year financial trends and impacts, and evaluate schools' financial needs.
- Prepare high level policy options, reports and charts for leadership for dissemination to City Hall, City Council, OMB and elected officials in support of policy analysis and development.
- Develop and maintain Multiyear Cost and Revenue Forecasting Model for $23 billion NYCPS budget, including the capacity for sensitivity analysis to measure the effect of varying inputs, such as pupil.
- Undertake continuous review and alignment of $4 billion+ school funding formulas to ensure school operational sustainability and financial equity.
- Define and refine project assignments and manage follow-up.
- Work collaboratively with members of the finance team to produce mandated reports required for compliance with school budget and expenditure transparency reporting, as required by Federal, State, and City laws and memoranda of understanding.
- Manage special assignments as needed by Senior leadership for policy decisions or new initiatives; on behalf of the Executive Director, manage special functions and activities; where necessary, assign these projects to appropriate staff for research, analysis, and execution.
- Assume responsibilities of the Executive Director during absences.
- Coordinate efforts to compile reports and data in responses to inquiries from City Hall, City Council, elected officials, OMB, and other fiscal monitors.
- Provide guidance based on current research and best practices on school finance and budget administration.
- Provide analytical and project management support to other units within the Division of Finance, other NYCPS departments, and external oversight agencies for key strategic initiatives.
- Assist in the development of data warehouses, and consistent, actionable reporting solutions and tools that strategically streamline and automate the production of core/standard management reporting and information.
- Develop and deliver training to analysts in other units within the Department to build capacity in sound modeling, analytical practices and presenting results.
- Identify budget issues and trends and make recommendations for strategically addressing situations as needed.
- Manage special assignments that may include analytical support needed to assist in responses to inquiries from OMB and other fiscal monitors.
Qualification Requirements: Minimum A master's degree from an accredited college in economics, finance, accounting, business or public administration, public health, human resources management, management science, operations research, organizational behavior, industrial psychology, statistics, personnel administration, labor relations, psychology, sociology, human resources development, political science, urban studies or a Juris Doctor degree from an accredited law school, and two years of satisfactory full-time professional experience in one or a combination of the following: working with the budget of a large public or private concern in budget administration, accounting, economic or financial administration, or fiscal or economic research; or in management or methods analysis, operations research, organizational research or program evaluation; or in personnel or public administration, recruitment, position classification, personnel relations, labor relations, employee benefits, staff development, employment program planning/administration, labor market research, economic planning, social services program planning/evaluation, or fiscal management. Eighteen (18) months of this experience must have been in an executive, managerial, administrative, or supervisory capacity. Supervision must have included supervising staff performing professional work in the areas described above; or A baccalaureate degree from an accredited college and four years of satisfactory full-time professional experience in the areas described in "1" above, including the 18 months of executive, managerial, administrative, or supervisory experience, as described in "1" above. An associate degree or completion of 60 semester credits from an accredited college and six years of satisfactory full-time professional experience as described in "1" above, including the 18 months of executive, managerial, administrative, or supervisory experience, as described in "1" above. A four-year high school diploma or its educational equivalent approved by a State's department of education or a recognized accrediting organization and eight years of satisfactory full-time professional experience as described in "1" above, including the 18 months of executive, managerial, administrative, or supervisory experience, as described in "1" above. A combination of education and/or experience equivalent to "1", "2", "3", or "4" above. College education may be substituted for professional experience at the rate of 30 semester credits from an accredited college for one year of experience. However, all candidates must have a high school diploma and at least two years of experience as described in "1" above, including the 18 months of executive, managerial, administrative, or supervisory experience, as described in "1" above. Preferred - 5 or more years of data driven policy experience.
- Candidates must possess exceptionally strong project management, organization, problem solving, communication (written and spoken) and interpersonal skills.
- High quantitative and qualitative analytical skills that allow for interpretation of budgetary, financial, and related management information.
- Excellent interpersonal and communication skills required to cooperatively work with a wide-range of stakeholders and colleagues.
- High-level critical thinking, decision-making, and executive-level management skills.
- Advanced Excel and Access skills.
- Advanced experience with extensive data sets.
- An understanding of the NYCPS financial and student database systems is also preferred.
- Cross-functional background in budget, finance, and systems development is desirable.
- A Master's degree.
- Knowledge of Visual Basic for Applications (VBA) or modern programming languages.
- Knowledge of advanced statistical software such as SAS, SPSS, Stata or R.
Salary : $145,000 - $155,000
(Internal candidates who are selected for this position and who currently hold comparable or less senior positions within the DOE will not earn less than their current salary.)
Please include a resume and cover letter with your application. NOTE: The filling of all positions is subject to budget availability and/or grant funding. * New York City Residency is NOT Required * We encourage all applicants from the New York City tri-state area to apply. 
