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Posted: Sunday, October 1, 2017 12:05 AM



About KIPP Bay Area Schools

KIPP is a national network of 200 college-preparatory public charter schools with a 20-year track record of preparing students in educationally underserved communities for success in college and in life.

There are currently 11 schools in the Bay Area serving 4,700 students. These innovative, college-prep public schools are located in underserved neighborhoods of Oakland, San Francisco, San Lorenzo, San Jose, and Redwood City. Our newest elementary school will open in East Palo Alto, CA in the Fall of 2017.

Position Overview

The Associate Director of Finance is a key member of the KIPP team and reports to the Director of Finance. S/he will, as part of the five-person finance team, manage the financial strategy and day-to-day financial operations of our schools and Regional Support Office in the areas of budgeting, financial planning, and financial analysis. Additionally, s/he will lead our efforts to build a scalable and efficient financial infrastructure, provide exceptional service and support to our schools, and ensure the organization’s continued financial success.

The ideal candidate for this position will have proven team leadership, financial analysis, communication, analytical thinking, and project management skills. Additionally, s/he will have solid independent judgment and decision-making skills, and a history of managing diverse groups of internal and external stakeholders through both direct supervision and influence. We are looking for someone who is passionate about KIPP’s mission, and shows an eagerness to learn and embody KIPP’s values.

The Associate Director of Finance will be based out of our Regional Support Office (RSO) in downtown Oakland (BART accessible). This position is available immediately.


Serves as key finance team leader

Shapes the multi-year vision and annual initiatives for the finance team, in collaboration with teammates

Hires and manages an exceptional direct report— the Finance Associate/Manager

Works with direct reports to set and achieve ambitious goals in financial planning and analysis, facilities financing, compensation, and scalable financial infrastructure

Sets direction and plans day-to-day team workflow to ensure we achieve our goals

Provide consistent, structured coaching via weekly one-on-ones, quarterly interim feedback, and annual performance appraisals

Grow the skills and leadership of direct report to strengthen the finance team’s leadership pipeline

Actively supports the finance team’s culture of continuous learning and shared voice through leadership of team meetings

Develop and execute on real estate financial strategy

Develop real estate financial strategy, asking and answering the right questions. For example, how do we bolster the team’s capacity to successfully execute this work? What are our financing options? What metrics do we use to measure and monitor real estate financial health?

Assess the financial viability of new campus construction, with a focus on both school-level and organization-level sustainability

Monitor the real estate financial health of the organization, ensuring we are able to finance projects at attractive rates

Cultivate relationships within the lending community (e.g. banks, CDFIs, investment banks, ratings agencies, attorneys, consultants)

Complete short-term financings for new campus construction, including current projects in Oakland and San Jose

Determine optimal timing for and lead a tax-exempt bond offering

Serve as financial advisor to schools and within the Regional Support Office

Serve as a financial advisor to several principals and the Director of Special Education on fiscal operating decisions and multiyear planning

Sit down with principals on a quarterly basis to review and revise financial forecasts

Support regional leaders in setting compensation at the Regional Support Office

Achieve a 90%-plus rating on internal surveys of finance service levels

Ensures leaders achieve financial sustainability goals

Lead development of a sustainable $75M+ budget for 2018-19 and forward

Develop prudent, realistic revenue forecasts

Advise principals to develop sustainable school budgets

Empower principals with tools and information (e.g. historical spending data, staffing plans at other schools, organization-wide per pupil expenditures by line item)

Update long-term financial plan, particularly in the areas of facilities and special education

Lead research and implementation of a scalable financial planning software solution

Research enterprise forecasting software such as Adaptive Planning to ensure scalable management of our financial model

Select and implement a scalable tool, leading change management with budget managers across the organization

Analyze financials to support decision making across the organization

Analyze financial reports, identify and explain variances, and draft memos and presentations to stakeholders (e.g. Executive Team, School Leaders, Department Heads, Board Finance Committee, Board of Directors)

Generate ad hoc analysis to support decision making across the organization (e.g. student-to-teacher ratios internally and against comparable organizations, regional office staff benchmarking, special education resource allocation)


Unquestioned integrity and commitment to KIPP Bay Area Schools’ mission. Firm belief that all children will learn and deserve access to an excellent public education

Experience as a manager, leader (formal and informal), and team player

Outstanding project manager, coordinating and maximizing the contributions of others

Adept at thinking strategically, translating plans into action, and exhibiting excellent judgment

Strong understanding of and experience with financial analysis, planning, and reporting

Ability to clearly communicate complex financial concepts to teammates outside of finance

Skilled at analyzing, interpreting, and using data to collaborate, identify best practices and areas for improvement, and drive results

Ability to quickly and effectively build relationships with, motivate, and engage a diverse group of stakeholders

Ability to self-direct, prioritize among competing goals, and exhibit flexibility in a fast-paced, entrepreneurial environment

Excellent writing, speaking, and presenting skills, and a keen attention to detail

Results orientation

Approaches work with joy, and has fun while doing it

Resourceful with limited budget and resources

Very high level of skill in Microsoft Excel, including financial analysis and modeling, required

Working knowledge of accounting, accounting software, and finance workflow solutions

Experience in non-profits and education preferred; experience in the business operations of public charter schools in California strongly preferred

Bachelor's degree required; MBA preferred


We are dedicated to you and your family's well-being! KIPP offers a competitive salary as well as comprehensive benefits package including medical, dental, vision, and transportation benefits.

How to Apply
Please submit a cover letter and resume by clicking apply at the top of the page.

Email Ale Ceja at

KIPP Bay Area Schools is an equal opportunity employer. We do not discriminate on the basis of race, color, gender, handicap, age, religion, sexual orientation, or national or ethnic origin. We are strongly committed to hiring a diverse and multicultural staff and encourage applications from traditionally under-represented backgrounds.

• Location: Alameda County, CA, East Bay

• Post ID: 79641803 eastbay is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017