Senior Financial Planning Analyst

Kamehameha Schools

$97K — $139K *

repostReposted 4w ago

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5 - 7 years of experience

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Job Description

Job Posting Title
Senior Financial Planning Analyst

Employee Type
Various

Recruiting Start Date
05-16-2024

Job Exempt?
Yes

Recruiting End Date
Open Until Filled

Aloha mai! Mahalo for your interest in Kamehameha Schools. If you are looking for an opportunity to utilize your skills and talents and grow in your profession, while serving and strengthening our Native Hawaiian community, we would love to have you join our 'ohana!

Kamehameha Schools is searching for a Senior Financial Planning Analyst* to join our Finance division's Financial Planning & Analysis (FP&A) team. In this role, you will be instrumental in financial modeling, data-driven analysis, and forecasting to support key business initiatives. You will collaborate with cross-functional teams to provide actionable insights and recommendations that drive resource optimization and other strategic decisions. Our ideal candidate is self-directed, detail-oriented with a commitment to accuracy and quality, has excellent communication and analytical skills, and has proficiency in financial modeling.

*Candidates may be hired as either a Financial Planning Analyst or Senior Financial Planning Analyst based on skill and experience level.

This is a Hybrid position which provides work from home flexibility on an approval basis.

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 #LI-Hybrid

Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please contact us at [redacted] or [redacted] if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

Work Year

Pay Range
97,600.00 - 139,300.00 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
Kamehameha Schools, formerly called Kamehameha Schools Bishop Estate, is a private school system in Hawai?i established by the Bernice Pauahi Bishop Estate, under the terms of the will of Princess Bernice Pauahi Bishop, who was a formal member of the House of Kamehameha. Bishop's will established a trust called the "Bernice Pauahi Bishop Estate" that is Hawai?i's largest private landowner. Originally established in 1887 as an all-boys school for native Hawaiian children, it shared its grounds with the Bishop Museum. After it moved to another location, the museum took over two school halls. Kamehameha Schools opened its girls' school in 1894. It became coeducational in 1965. The 600-acre Kap?lama campus opened in 1931, while the Maui and Hawai?i campuses opened in 1996 and 2001, respectively.

It was developed at the bequest of Princess Bernice Pauahi Bishop to educate children of Hawaiian descent, and is designed to serve students from preschool through twelfth grade. The school teaches in the English language a college-prep education enhanced by Hawaiian culture, language and practices, imparting historical and practical value of continuing Hawaiian traditions. It operates 31 preschools statewide and three grade K–12 campuses in Kap?lama, O?ahu, Pukalani, Maui, and Kea?au, Hawai?i.

By the terms of its founding, the schools' admissions policy prefers applicants with Native Hawaiian ancestry. Since 1965 it has excluded all but two non-Hawaiians from being admitted. A lawsuit challenging the school's admission policy resulted in a narrow victory for Kamehameha in the Ninth Circuit Court; however, Kamehameha ultimately settled, paying the plaintiff $7 million.
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Total value of jobs:
$18,097,516
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Total Jobs:
30
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Average Pay:
$129,267

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