Analyst, FP&A
At a glance
Mid-level FP&A role at Success Academy Charter Schools. New York · $80,000–$110,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build forecasting methods for near-term budgets and longer-range financial plans
- Review monthly results and give managers concise analysis of organizational performance
- Help lead the yearly operating plan and budget cycle across teams
- Model the financial effects of business scenarios and test how sensitive results are to assumptions
- Prepare budget templates and bring submissions together into consolidated plans
What you bring
- A bachelor's degree and one to three years working in financial planning and analysis
- You can create and use complex financial models, analyze numbers, and interpret financial statements
- Strong Excel skills, along with working knowledge of PowerPoint, Google Sheets and Slides
Who this fits
This mid-level analyst role suits someone who can turn large, varied datasets into clear findings and communicate them to people across the organization. It is based in New York City, with on-site work Tuesday through Thursday and remote work Monday and Friday. The role does not offer employment-based visa sponsorship.
From the employer
Thanks for your interest in Success Academy! Running a large, fast-growing, and high-performing network of public charter schools takes a village - families, children, teachers, staff and faculty, advocates, and supporters alike. We are growing fast in New York and expanding to Florida, and we would love to welcome you to our community! We work tirelessly every day to ensure children have access to a fun, rigorous, whole-child education regardless of zip code or economic status. When you join SA, you play a part in giving every student who walks through our doors a fair shot at reaching his or her potential.
About the Role
We are looking for a results-driven FP&A Analyst to help drive deep analytics and insights into the finances of Success Academy, providing leaders across the organization with actionable intelligence to support rapid growth and strategic decision-making.
Reporting to the Head of FP&A, the FP&A Analyst will be a key contributor to our budgeting and long-term financial modeling processes as we rapidly expand our operations. The FP&A Analyst must have strong analytical capability, fluency in modeling, and demonstrated ability to draw key themes and actionable information out of large, sometimes disparate datasets. This role will have exposure to all levels and functions of the organization, including senior management, meaning the ideal candidate will possess the ability to communicate with clarity and precision.
Key Responsibilities
- Strategic Financial Planning & Forecasting: Establishing standard methodologies for short, medium, and long-term forecasts.
- Performance Analysis & Insight: Analyzing monthly financial results and interpreting performance to provide management with concise information on company performance.
- Collaborative Planning: Acting as a catalyst for the annual operating planning and budgeting processes.
- Risk & Scenario Modeling: Developing financial impact models and sensitivity analyses for various business scenarios.
- Operational Budget Management: Handling budget preparation, templating, and consolidation.’
A successful applicant will have the following experiences and education:
Qualifications
- Bachelor’s degree and 1-3 years of relevant financial planning & analysis experience
- Strong analytical, quantitative, and problem-solving skills
- Ability to build and work in complex financial models
- Solid understanding of financial statements
- Takes ownership of accuracy and timeliness of deliverables
- Highly detail-oriented, while also balancing the big picture view
- Adapts quickly to changes and is able to multitask with competing priorities
- Excellent communication skills, able to clearly and accurately convey messages to various audiences across the organization
- Has a desire to work in a fast-paced environment and thrives on an ongoing feedback culture
- Strong knowledge of Excel, PowerPoint, Google Sheets, and Slides
Compensation, Benefits & Perks
At Success Academy, we invest boldly in our Network team with a comprehensive package designed to support your health, financial future, and overall well-being:
- Day-One Health & Wellness: Medical, dental, and vision coverage starting your first day (SA covers 82% of our core medical plan), plus a free One Medical membership and confidential mental health support via EAP/Talkspace.
- Financial Security: 403(b) retirement plan with a 3% employer match, up to $2,400/year in employer HSA contributions, employer-paid life/disability insurance, and Public Service Loan Forgiveness (PSLF) eligibility.
- Time to Recharge: Generous paid time off, paid holidays, and paid parental leave.
- Perks & Stipends: A $50/month cellphone stipend ($600/year), pre-tax commuter benefits, backup family care, and performance-based earning incentives.
This is a hybrid position based in our NYC Financial District office, requiring on-site work Tuesday through Thursday and remote work on Monday and Friday.
Exact compensation may vary based on skills and experience. This position is not bonus eligible.
Compensation Range$80,000—$110,000 USDSuccess Academy Charter Schools is an equal opportunity employer and actively encourages applications from people of all backgrounds. Compensation is competitive and commensurate with experience. Success Academy offers a full benefits program and opportunities for professional growth.
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We are an equal opportunity employer and value diversity at our organization. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We actively seek applications from people of all backgrounds to strengthen our community and the perspectives needed to flourish in a multicultural world. Success Academy offers a full benefits program and opportunities for professional growth.
Success Academy Charter Schools does not offer employment-based immigration sponsorship.