Job Posting Title
Senior Financial Planning Analyst

Employee Type
Regular

Recruiting Start Date
05-29-2026

Job Exempt?
Yes

Recruiting End Date
Open Until Filled

Job Summary

Develops KS' consolidated short, medium, and long-term financial planning models, projections, and analyses. Consults with operating units that have organization-wide impact to better integrate planning activities with resource allocation and budgeting. Provides financial analysis and support for strategic planning initiatives through the annual budget process.

Essential Responsibilities

Financial Planning and Analysis

• Identifies financial planning requirements and develops KS' consolidated short, medium, and long-term financial planning models, projections, and analyses strategies.
• Directs, prepares and/or reviews the development of financial forecasts and models.
• Establish appropriate benchmarks for KS' activities to support management review and decision-making.
• Provides trend analyses for long- and short-range planning through review of historical data and current economic indicators.
• Reviews statistical and financial methods for analyzing data, focusing on efficient cost-benefit results. Establishes and documents methodologies of analysis.

Budgeting

• Directs the annual budget preparation process, to include reviewing, analyzing and evaluating proposed initiative and operational plans, budgets, and providing operating unit support and training.
• Prepares executive summary reports of the organization's consolidated budget for senior management and trustees, and supports CEO and Trustee review and presentations.
• Works with and supports operating units with organization-wide impact to better integrate KS-wide planning activities with operational budgeting.
• Develops alternatives and amendments relative to fiscal and budget aspects of business plans.

Strategic Planning

• Provides financial analysis and support for strategic planning initiatives via leadership, ad-hoc and/or special project groups.
• Works with and supports the leadership to ensure integration of appropriate financial information (e.g., projected, budgeted, actual, etc.) with strategic plans and initiatives.

Management Reporting

• May lead and/or support operations of the Division, to include but not limited to annual cost per learner calculations, Impact Model, Long-Range Planning, and Annual Budget Presentation.
• Serves as a project lead on particular efforts of the Functional System and Financial Analysts.
• Identifies and leads change management efforts for improved management reporting.

Position Requirements

Minimum Qualifications - an equivalent combination of education and experience may substitute for the qualifications listed.

• Bachelor's Degree in Business or a related field.
• Minimum seven years experience in public accounting and/or progressive strategic planning, financial forecasting and analysis and/or senior management work responsibilities.
• Strategic planning and budgeting experience, including ability to facilitate strategic planning activities, synthesize results and integrate strategic plans with operational budgets.
• Strong communication (verbal and written) and interpersonal skills to work effectively with management and staff at various levels in the organization as part of a technical team.
• Demonstrated ability to develop and prepare financial forecasts and analyses.
• Demonstrated ability to build complex financial models and excellent understanding of financial modeling concepts.
• Demonstrated ability to analyze, reconcile and synthesize financial information and prepare final reports and analyses for senior management within prescribed time parameters and deadlines.
• Ability to analyze and conceptualize, and to work independently with a high degree of accuracy and with highly confidential information.
• Excellent organizational skills to prioritize and handle complex, multiple, simultaneous projects and job responsibilities.
• Self-directed with ability to exercise independent judgment and discretion. Ability to take broad directions and accomplish a broad range of tasks without the necessity for detailed directions.
• Demonstrated ability to remain flexible in a demanding work environment and to adapt to a rapidly changing environment.
• Advanced information technology skills, to include Excel, databases, PowerPoint, and other software applications. Experience with ERP systems, report creation and data mining activities.
• Knowledge of processes and internal controls in a business environment and experience with business process re-engineering and change management projects. Ability to implement a change management program.
• Supervisory experience and/or training.

Preferred Qualifications

• Good understanding of KS organizational structure, processes and operations.
• Previous experience with educational institution or large, non-profit institution.

Physical and Mental Requirements

• Frequently sits, performs desk-based computer tasks and tasks requiring light or fine manual dexterity.
• Ability to lift, move, position, and/or transport 10 pounds.
• Rarely twist, bend, stoop, squat, kneel, crawl, climb, reach or work above shoulder, or grasp forcefully.

Working Conditions (including environmental conditions)

• This position may involve traveling to various locations, including neighbor islands to conduct business.
• Work is conducted in an office/school environment and may require work to be conducted in non-standard workplaces.
• Work is typically conducted Monday through Friday at normal business hours, but evenings and weekend hours may be required to meet goals and objectives.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by incumbents assigned to this job. This is not intended to be an exhaustive list of all the responsibilities, duties and skills required. The incumbent may be expected to perform other duties as assigned.

For Internal Use Only #LI-CAR

Work Year
12

Pay Range
100,600.00 - 143,400.00 Annual

Compensation and Benefits
Based on the compensation range provided below, salaries are commensurate with job-related experience, skills and competencies, education, internal equity, length of work year, and other organizational needs.

At Kamehameha Schools (KS), we recognize that compensation is just one facet of a fulfilling employment experience. Our commitment lies in fostering a positive work environment and equipping employees with the necessary resources to excel every day. Our Total Rewards Program embodies KS's dedication to the physical, mental, and financial well-being of our employee 'ohana. Explore our comprehensive Benefits Summary for more information.

Primary Location
Kawaiahao Plaza

City, State
Honolulu, Hawaii

Additional Locations