Sr, Financial Planning Analyst

Introduction

As a pioneer in the Charter school movement, CSUSA is one of the fastest-growing education management organizations in the United States, providing a wide variety of educational choices to over 82,000 students in more than 150 schools across Florida, South Carolina, North Carolina, and Louisiana.

Charter Schools USA (CSUSA) is one of the largest and highest performing education management companies in the United States, proudly serving over 82,000 students in over 150 schools in four states. Founded by Jonathan Hage in 1997, CSUSA's mission is a Relentless Commitment to Student Greatness in School and in Life™. CSUSA provides an academically rigorous education to students equipping them with real world readiness, prepared for college or career after graduation.

With an unwavering dedication to the success of students from every background, CSUSA is closing the gaps in achievement and opportunity, keeping our promise of Strong Minds, Good Hearts™.

JOB PURPOSE:

To join a team of people with the mission:
Relentless Commitment to Student Greatness in School and in Life ™. If you love inspiring and motivating young learners and want to put students first in education, CSUSA is the right place for you. We deliver on our promise of Strong Minds, Good Hearts™ through an education model that gives every student the opportunity for success.

The Financial Planning Analyst is a key member of the finance team responsible for driving financial planning, performance analysis, and strategic insight across the organization. This role partners closely with department and subsidiary budget owners to monitor financial performance, investigate variances, and ensure budget discipline. The FP&A also collaborates with the accounting team to validate results and with executive leadership to deliver high-impact reporting and presentations.

Financial Planning & Forecasting

• Lead the annual budget and quarterly forecast cycles, consolidating input across departments and subsidiaries.
• Develop long-range planning, scenario modeling, and cash flow projections aligned with organizational goals.
• Ensure forecasts align with corporate objectives and reflect realistic business assumptions.

Financial Analysis & Reporting

• Prepare and analyze consolidated and entity-level financial statements, including Balance Sheet, Income Statement, and Statement of Cash Flows.
• Prepare and deliver financial data required for debt covenant compliance and reporting.
• Serve as a key contact in responding to lender inquiries, providing clear explanations of financial performance and trends.
• Analyze financial performance against budget, forecast, and prior periods to identify key drivers of variances.
• Collaborate with accounting to research and validate unusual or material fluctuations.
• Prepare and deliver monthly and quarterly management reports, and executive summaries. Present concise variance commentary and actionable recommendations to senior leadership.
• Communicate complex financial information clearly to non-financial stakeholders.

Cash Flow Management & Treasury Coordination

• Develop, maintain, and continuously improve short- and long-term cash flow projections across all entities.
• Monitor cash movements; analyze variances and clearly explain drivers of cash changes.
• Provide reporting on cash inflows, outflows, and liquidity trends.
• Partner closely with Treasury to ensure adequate funding, optimize cash positioning, and prevent liquidity constraints.

Process Improvement & Systems Optimization

• Serve as the internal subject matter expert for NSPB (Net Suite Planning & Budgeting).
• Enhance FP&A processes through automation, standardization, and adoption of best practices.
• Implement and maintain KPI dashboards to improve visibility and streamline recurring reporting cycles.

MAY PERFORM OTHER DUTIES AS ASSIGNED

DISCLAIMER

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

• In-depth knowledge of…