Job Title: Financial Planning and Analysis (FP&A) Lead

Location: Department of Accounting and Finance, Teacher Administrative Center, 3215 Cuming Street, Omaha, NE 68131

Reports To: Administrator – Financial Analysis & Planning

Work Schedule/FLSA Status: 12-month / Salaried Exempt

Salary Schedule: Non-negotiated salary grade 21X / 2025-2026 base salary: $119,390.65

Preferred Start Date: August 1, 2025

Position Purpose: This role serves as a strategic financial partner to Division Chiefs and Department Leaders, playing a critical part in supporting student success by helping schools and departments operate more effectively, efficiently, and equitably. As an FP&A Lead, you will work closely with senior leadership to influence decisions that shape the entire school community. You'll be part of a purpose-driven team that values innovation, collaboration, and continuous improvement. This is a unique opportunity to apply your financial expertise in a mission-centered environment.

Essential Performance Responsibilities:

Lead Financial Modeling: Develop and maintain detailed financial models to forecast staffing, spending, and funding needs across departments and school sites.

Support Strategic Planning: Build multi-year financial projections and scenario analyses to inform long-term planning and resource allocation.

Empower Educational Leaders: Partner with principals, department heads, and district leaders to provide budget guidance, training, and monthly financial performance reviews.

Drive Insightful Analysis: Analyze budget-to-actual results, identify trends and risks, and deliver actionable recommendations to improve financial outcomes.

Elevate Transparency: Prepare clear, concise reports and presentations for internal stakeholders, the Board of Education, and the public.

Advance Equity Through Finance: Help align financial decisions with district goals around educational equity, student achievement, and operational excellence.

Ensure Accountability: Support audits, compliance, and consistent application of financial policies across the district.

Innovate Financial Systems: Help modernize tools, streamline workflows, and enhance district-wide financial literacy and decision-making.

Foster Team and Departmental Collaboration: Work closely with your FP&A team and across the Accounting & Finance Department to ensure cohesive planning and execution aligned with district priorities.

Additional Duties:
Performs other related tasks as assigned by supervisor and other central office administrators as designated by the Superintendent.

Knowledge, Skills, and Abilities:

Bachelor’s degree required. A degree in Finance, Accounting, Economics, Business, or related field is preferred. A degree in another field may be considered with significant relevant experience in financial analysis, planning, or budgeting. An advanced degree or professional certification (e.g., CPA, CGFM, MBA) is preferred.

Three or more years of experience in financial analysis, planning, or budgeting. Experience in the public sector, K-12 education, or non-profit finance is preferred.

Deep understanding of financial best practices; knowledge of governmental accounting (GAAP, GASB) preferred.

Expert in Excel with strong proficiency in financial reporting tools (Power BI, Tableau, etc.).

Excellent communicator and trusted advisor with ability to explain complex financial concepts to non-financial audiences.

Highly organized, proactive, and mission-aligned, with a strong commitment to equity, transparency, and public service.

Equipment: This position may require the ability to use basic office equipment such as computers, copiers, and scanners. Must always comply with OPS’s guidelines for equipment use.

Travel: Limited travel may be required.

Physical and Mental Demands, Work Hazards:

Must be able to respond rapidly in emergency situations.

Must have organization, time management, communication, and interpersonal skills.

Work in school building and central office environments.

Interrelations:

Contact with personnel within the district and with customers and vendors.

Will be working under general supervision of the department supervisor to complete day to day tasks.

Will be working with a diverse population requiring the ability to handle all situations with tact and diplomacy.

Must understand and respond appropriately to customer needs and maintain a positive attitude with all customers and colleagues.

Expected to interact with all internal and external customers in a friendly, professional manner and provide quick, responsive customer service.

Employee Punctuality and Appearance:

In order for schools to operate effectively, employees are expected to perform all assigned duties and work all scheduled hours during each designated workday, unless the employee has received approved leave.

Any deviation from assigned hours must have prior approval from the employee’s supervisor or building administrator.

All employees are required to report to work dressed in a manner that reflects a positive image of Omaha Public Schools and is appropriate for their position.

Terms of Employment:

This position is treated as a full-time exempt classified position. The terms of your employment will be governed by applicable state laws regulating employment in a Nebraska public school and Board of Education policies, as those laws and policies may change from time to time. If your position is represented by a collective bargaining representative, then your employment will also be governed by a negotiated agreement between OPS and that collective bargaining representative.

The offer of employment is contingent upon:

Obtaining and providing verification of all licenses, certificates, and other requirements for the position (e.g., Paraprofessionals obtaining “Highly Qualified status,” etc.), as identified and maintaining all licenses, certificates, and requirements for your position throughout employment.

A background check which demonstrates to OPS that background is acceptable for the position.

Verification of U.S (United States). citizenship or legal authorization to work in the United States.

Successful completion of a pre-employment drug test (if required for position offered).

Successful completion of a tuberculosis skin test (if required for position offered).

Omaha Public Schools does not discriminate on the basis of race, color, national origin, religion, sex (including pregnancy), marital status, sexual orientation, disability, age, genetic information, gender identity, gender expression, citizenship status, veteran status, political affiliation or economic status in its programs, activities, employment, and provides equal access to the Boy Scouts and other designated youth groups. The following individual has been designated to handle inquiries regarding the non-discrimination policies: Director for the Office of Equity and Diversity, 3215 Cuming Street, Omaha, NE 68131. (531-299-0307)

The Omaha Public School District is committed to providing access and reasonable accommodation in its services, programs, activities, education, and employment for individuals with disabilities. To request disability accommodation in the application process please contact the human resources department at 531-299-0240.

Updated by Human Resources_4.24.24_ep