• Lead comprehensive ARR reporting initiatives including product-specific analysis and cohort analytics • Develop and maintain Salesforce reporting infrastructure for reliable revenue metrics • Analyze customer movement data to provide insights into expansion and churn patterns • Collaborate with Revenue Operations to enhance Salesforce data quality

• This is the core FP&A execution role. • Own the financial models, reporting packages, and close operations that the US Finance team currently builds manually. • Run them overnight, so the US team arrives to finished, reviewed deliverables every morning. • Three areas: financial modeling (rolling forecast, EBITDA Bridge, scenarios), BI and reporting (BL packages, dashboards, BvA templates, Investor Package), and close operations (checklist, accruals, accounting liaison). • Financial modeling quality, output precision, and formatting discipline are non-negotiable. • Rolling forecast: monthly actuals ingestion → model update in Pigment → reforecast remaining periods → ±5/10% sensitivity → assumptions memo for SVP review • EBITDA Bridge: monthly production from June 2026 — actual vs. budget, vs. prior year, waterfall format, variance commentary per KLD standards • Business line (BL) packages: monthly for all business lines — revenue, cost, headcount, variance vs. budget, formatted per KLD template • BvA templates: maintain in Pigment; ensure commentary standards are applied consistently across all lines • Investor Package: pull from Pigment, format per template, assemble first draft for FP&A Director review • KPI scorecard: monthly — revenue, EBITDA, DSO, cash, close cycle with traffic-light RAG indicators • BI dashboards: maintain Power BI dashboards for Collections, Analysts, FP&A — monthly refresh • Close operations: own the close checklist, monitor Accounting SLA (BD1/BD3/BD4), flag slippage to FP&A Manager • Accruals review: work with Accounting to review and validate monthly accruals before books close

• Oracle EPM → Pigment/Adaptive data pipeline: design, build, maintain, and monitor all data flows — reconciling daily • Data integrity: daily checks between Oracle, Pigment, and Salesforce — discrepancies resolved before the US team's morning • Claude AI agent co-development with US FP&A Team (US): • Close Acceleration Agent: auto-load FCCS actuals, assemble flash P&L, generate BvA commentary draft • Rolling Forecast Agent: actuals ingest, model update, reforecast, sensitivity scenarios — fully automated monthly • Variance + Commentary Agent: flag variances, pull context, route to named owners for review • Investor Reporting Agent: pull from Pigment, format Investor Package, generate KPI scorecard • Collections Intelligence Agent: rank AR accounts by priority, generate Monday roll for Molly's team • Pigment/Adaptive administration: user access, model versioning, data refresh scheduling, API connections • Chart of accounts standardization and maintenance across Oracle, Pigment, and SF • SSRS automation: auto-schedule the AR reports currently pulled by hand every Monday — eliminate 60-90 min of manual work • Agent monitoring: ensure all agents are running, data feeds are clean, and outputs are accurate

Title: KIPP NYC Chief Financial Officer - New York, NY, USA Employees work in a hybrid mode - Full-time - Grade Level: Early Childhood - Start Date: Immediate opening - Department: Regional Support and Leadership Company Description Job Description: About KIPP NYC Founded in 1995, KIPP NYC Public Schools is a non-profit network of 18 free, public charter schools located in the Bronx, Brooklyn, and Manhattan. We partner with families and communities to create joyful, academically excellent schools where every child grows up free to create the future they want for themselves and their communities. From our first middle school, KIPP Academy in the Bronx, to today's network of eight elementary schools, nine middle schools, and one high school, KIPP NYC provides students with engaging academics, arts, athletics, and social\u2013emotional learning that prepare them for college, career, and beyond. Our commitment doesn't end at graduation. Through KIPP Forward, we continue to support our alumni as they navigate college, career, and life, helping them define success on their own terms and pursue the paths that align with their goals and sense of purpose. Together, we serve more than 9,400 students, support 4,700 alumni, and employ over 1,100 dedicated team members who bring passion, expertise, and commitment to our mission every day. Job Description Position Overview The KIPP NYC Chief Financial Officer is an essential leadership role on the KIPP NYC executive team, overseeing a nearly $200M annual operating budget, growing to nearly $300M by 2030. The CFO will execute on KIPP NYC's financial strategy, with the primary goal of ensuring long-term financial health while supporting the prioritization of resources to support student outcomes. The CFO will build upon existing infrastructure to increase efficiency, will be responsible for ensuring accurate and timely accounting, and leading and developing the Accounting and Financial Planning & Analysis teams (12 team members). The Chief Financial Officer will report to the President. Specific responsibilities include: Strategic Finance - Oversee KIPP NYC's long-term financial strategy and ensure financial health while maximizing resources available to students - Oversee efficient and effective budget, forecast, and monthly variance analysis processes; ensure maintenance with all financial covenants - Deliver concise and clear analyses and takeaways to stakeholders, including boards, finance committees, and internal teams; identify recommendations and action steps based on financial analyses Accounting, Controls & Reporting - Oversee timely delivery of annual audits, free of findings, and ongoing external reporting (e.g., authorizer reporting) - Oversee all financial functions to ensure accurate and timely execution of operational finance (i.e., bookkeeping, banking, payroll, public grant compliance, compliance with all fiscal policies and procedures) Stakeholder Management & Development - Manage accounting and Financial Planning & Analysis teams; provide team members with coaching, regular feedback, professional development, and training - Play a key role on the leadership team, providing team with critical financial insights to inform decisions and daily operations - Create a positive work environment with high employee engagement - Build and maintain strong relationships with teams across the organization and oversee the delivery of high-quality financial services to the organization and our schools Systems, Processes and Training - Enhance and/or build systems and processes for all aspects of the finance team work including key accounting, reporting and compliance workstreams - Design and deliver training to school leaders and Shared Service Team members to support the strong implementation of Fiscal Policies and Procedures - How to Apply: KIPP NYC has engaged DGW Group to lead the search for our CFO. To apply, please complete the application here by November 22, 2025. Qualifications - BA/BS required; Master's degree in business administration, finance or accounting highly preferred - 15+ years of relevant work experience, including 10+ years in senior finance and/or accounting roles - Significant experience in organizations of $100M+ preferred, ideally in education nonprofits - Track record of building systems to ensure the health and sustainability of the finance function - Humble leader seeking opportunities to improve - Deep experience setting a strong vision and leading, developing, and managing a finance team to deliver on their annual and long-term goals - Strong interpersonal skills, with the ability to develop productive working relationships with multiple stakeholders across the organization - Ability to exercise discretion and judgment with the handling of highly sensitive and confidential information - Meticulous attention to detail with an ability to produce high-quality work in a dynamic, fast-paced environment - Demonstrated passion for and a commitment to the KIPP NYC mission for high-quality public education and social justice for all. Additional Information Compensation and Benefits: KIPP NYC offers a competitive salary ranging from $230,000 - $280,000. Salary ranges at KIPP NYC are standardized based on role level and role function. Individual salaries are determined through a lens of equity, accounting for years of experience relevant to the role and scope of responsibilities, and are benchmarked against others within the same salary band. KIPP NYC offers a generous benefits package, including, but not limited to, the following: - Robust benefits that include medical, dental, and vision. - 403(b) retirement plan with a 50% match after 6 months. - Generous Time-Off aligned with the school calendar - Up to 12 weeks of 100% parental leave. - Bright Horizon Back-up Child and Elder care. - Employer-paid Life Insurance and Short-term / Long-term disability. - Employee incentives include 8-week paid Sabbatical after 10 years, annual professional development funds, and tuition reimbursement. This role is based in our office in Midtown Manhattan, with the flexibility to work from home two days a week. Currently, KIPP NYC regional teammates are required to be present in the office or at a school three days a week. This description is intended to describe the type of work being performed by a person assigned to this position. It is not an exhaustive list of all duties and responsibilities required by the employee. KIPP NYC LLC is an anti-racist organization that believes in the importance of being diverse, equitable, and inclusive. We are committed to creating a welcoming environment that includes employees with diverse backgrounds and experiences. We believe that enables us to better meet our mission and values while serving students and families throughout New York City. BIPOC, women, gender expansive, LGBTQIA+, veterans, and persons with disabilities are encouraged to apply. This role is based in NYC and will require travel to our NYC Office. If, during your employment, you relocate outside of a commutable distance or out of the state of NY, your employment will be subject to review, which may include separation from KIPP NYC. It is important that you notify HR if you move or have plans to relocate. KIPP NYC LLC is an Equal Opportunity Employer. KIPP NYC LLC is committed to the principles of equal employment opportunity for all employees and applicants for employment. - How to Apply: KIPP NYC has engaged DGW Group to lead the search for our CFO. To apply, please complete the application here by November 22, 2025