Financial Planning Intern (Immediate Opening)

Company: IDEA Public Schools
Location: Weslaco
Posted on: April 3, 2021

Job Description:

Description
Position at IDEA Public Schools

About IDEA Public Schools :



At IDEA Public Schools, we believe in college for ALL and we are committed to ensuring that all our students graduate from college. IDEA Public Schools has grown from a small school to the fastest-growing network of tuition-free Pre-K-12 public charter schools in the United States sending 100% of our students to college. 50% of our students graduate from college in 6 years - that's 8 times the national rate for students in our communities!


IDEA was founded in 2000 as a single school with 150 students in the Rio Grande Valley. When interest exceeded building capacity, to meet the demands, IDEA's co-founders committed to serving more students in the Rio Grande Valley of Texas and beyond. We now serve over 65,000 students across Texas and Louisiana. Be on the lookout for IDEA schools opening near you-with continued growth in our current regions an d new launches in Tampa Bay , FL (2021) , and Jacksonville, FL (2022) !



When you choose to work at IDEA, you are part of our IDEA Team and Family. You will work alongside team members who set and reach ambitious goals every day, are excited to continue to grow with IDEA, and work relentlessly to make college for all a reality.



To learn more about IDEA, check out this .

Role Mission: The Business Office strives to support the leadership at IDEA as we work together to meet and exceed our ambitious financial and student achievement goals.The Financial Planning & Analysis Intern will support the Financial Planning & Analysis Team members to support in meeting shared goals within the Business Office, HQ, Regional and Schools Team.



Accountabilities


1. Uploada balanced budget by the start of the new fiscal year.

• Support Financial Planning & Analysis team members during the annual planning and budgeting process.
• Support in reviewing detailed budgets and ensuring line item detail is appropriately coded Measurable Goal: Upload a board approved budget by July 1, 2021 across all entities and have 100% detail for each organization for operating, staffing and summer school discretionary allocations in the Annual Planning and Budgeting Application.
  
  
  2. Provide high qualitycustomer servicesatisfactionandfinancial managersupport
  • Responsible fordirectingandcompletingZendeskticketsin atimelyand effective manner
  • Contributing to improving customer satisfactionratesamong all financial partnersand regions Measurable Goals: 95% Zendesk Customer service by the end of the fiscal year by region with no more than 5% breached Tickets. 85% Financial Planning Team and Business Clerk Retention.
    
    3. Meettheoperating income targets across all eight (8) entities
    • Reviewandapprovebudget transfersrequestssubmitted byfinancialmanagers.
    • Createrequestedaccount stringsin alignment with local nomenclature andFinancial Accountability System Resource Guide (FASRG) rules.
    • ManageandsubmitFinancial PlanningTeam members'expense claims, reimbursements and per diemsin Concur.
    • Support in organizing and pulling grant or recurring fund application materials supporting documentation Measurable Goals: Achieve the operating income target by the end of the fiscal year. 80% of organizations end the year on discretionary target or with a surplus.
      
      
      4. Live Values of IDEA
      
      • Believes and is committed to our mission: that all students are capable of getting to and through college
      • Is driven by outcomes and results, and wants to be held accountable for them
      • Has a propensity for action, willing to make mistakes by doing in order to learn and improve quickly
      • Thrives in an entrepreneurial, high-growth environment; is comfortable with ambiguity and change
      • Seeks and responds well to feedback, which is shared often and freely across all levels of the organization
      • Works through silos and forges strong cross-departmental relationships in order to achieve outcomes
      • Embodies IDEA's core values
        
        
        Competencies:
        • Mission Focus - focuses on IDEA's core purpose of getting all students into college
        • Record of Results - holds high expectations for self and others to achieve and surpass intendedgoals
        • Problem Solving - able to synthesize, analyze, and prioritize data and opportunities to develop strategies for achieving quantifiable goals
        • Communication - effectively conveys information using a variety of channels and techniques
        • Continuous Improvement - proactively identifies opportunities to improve and consistently reflects on past actions to guide future decisions
        • Customer Focus-demonstrate a concern for the needs and expectations of customers and make them a high priorityin a timelyand effective manner
        • Team Player -Establish and maintain cooperative working relationships withall Team and Family members
          
          Qualifications:
          • Education:HS diploma or GED
          • Actively pursuing an undergraduate degree Knowledge and Skills:
            • Knowledge of basic accounting procedures.
            • Ability to utilize Enterprise Resource Planning System databases
            • Proficient Excel Skills and Data analysis ex.Sumifs, Pivots, Lookups
            • Ability to communicate effectively communicate financial goals,recommendations,and results.
            • Hold ethics and values of data integrity to high standards
            • Act when answers to a problem are not readily apparent unequivocal circumstances.
            • Perform effectively in environments with frequent workload changesand competing demandsCompensation:
              
              Salaries for this role fall at $10/hour.
              
              IDEA Public Schools does not discriminate on the basis of race, color, national origin, age, sex or disability, in admission or access to, or treatment of employment in its programs and activities. Any person having inquiries concerning the organization's compliance with the regulations implementing Title VI of Civil Rights Act of 1964 (Title VI), Section 504 of the Rehabilitation Act of 1973 (Section 504), or Title II of the Americans with Disabilities Act of 1990 (ADA), may contact IDEA Human Resources at (956) 377-8000.
              
              

Keywords: IDEA Public Schools, Edinburg , Financial Planning Intern (Immediate Opening), Accounting, Auditing , Weslaco, Texas