Senior Financial Planning Analyst

## Senior Financial Planning Analyst Apply locations:
Kawaiahao Plazatime type:
Full time posted on:
Posted 3 Days Agojob requisition :
JR-06978
** 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 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 ʻohana!
** 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…