Manager, Budget and Reporting

New Schools is a venture philanthropy that builds a better education system by connecting people, resources, and ideas. We bridge the gap between those with capital and those with the courage to put that capital to work on the front lines of K-12 education. We envision an education system that keeps its promise to all students. That's why we invest in the ideas and energy of education leaders and entrepreneurs who are advancing innovative solutions that expand the definition of what works.

There's a better way to advance education through philanthropy—one that is more equitable, more collaborative, and more courageous—and we're proving it every day.

The Finance team seeks a Manager, Budget and Reporting to lead the planning, execution, and continuous improvement of New Schools' organization-wide budgeting, financial reporting, procurement, and financial due diligence on investments. Reporting to the Director of Finance, you will serve as the primary budget and reporting partner to investment team leaders, the Development team, and senior leadership. This role is remote anywhere in the U.S. Travel of up to 10% is required for in‑person team meetings, retreats, and conferences.

• Lead Annual Budgeting, Forecasting, and Financial Planning
• Lead the annual organization-wide budget development process, preparing templates and training, gathering input from teams, and making recommendations to senior leadership.
• Maintain and update rolling cash flow forecasts, financial models, and scenario analyses to support strategic decision‑making.
• Prepare monthly and quarterly budget vs. actual variance analysis, and lead quarterly budget review sessions with budget owners.
• Serve as an advisor to budget owners, translating budget data into insights and providing recommendations that inform resourcing and programmatic decisions.
• Support the Development team with financial reporting packages and build models to integrate new funding proposals into the organizational budget.
• Continuously improve the budgeting and reporting cycle by streamlining and standardizing workflows, and by reducing manual, spreadsheet-based processes through modernized and automated financial reporting tools.

• Partner with the Director of Finance to translate organizational strategy into multi‑year financial plans and evaluate trade‑offs across portfolio, capacity, and funding scenarios.
• Provide strategic insight and partner on organizational and team priorities.
• Synthesize trends across budget, cash, and portfolio data to surface risks and opportunities early and recommend actions to leadership.
• Contribute to long-term financial sustainability planning, including reserves, liquidity, and capital deployment strategy.
• Prepare and analyze financial reports and presentations in preparation for quarterly Finance Committee meetings, highlighting key trends, risks, and decisions to support effective governance.
• Monitor liquidity needs and cash positions across accounts in alignment with organizational requirements, proactively flagging emerging risks and recommending adjustments.
• Regularly assess finance processes, controls, and tools; recommend and implement improvements that increase accuracy, efficiency, and scalability.

• Conduct full financial due diligence for loan applications and strategic capital tools, and refine diligence frameworks as new capital instruments and risk considerations emerge.
• Maintain organization-wide financial diligence training, support, and templates for grant investments.
• Oversee contracts and procurement processes, including reviewing…