Financial Assistant (Public) jobs in Pasadena, TX

Financial Assistant (Public) provides assistance to the Public Financial Associates. Assists in the financing of taxable and tax-exempt bonds. Being a Financial Assistant (Public) prepares business reports, proposals, and presentations. Coordinates meetings and communications between all parties involved with transactions. Additionally, Financial Assistant (Public) verifies compliance with NASD and other regulations and completes all required filings for a deal. Familiar with underwriting policies, practices, and regulations. May require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Public) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Public) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Director of Financial Planning and Analysis
  • YES Prep Public Schools
  • Houston, TX FULL_TIME
  • Job Description

    POSITION:
    Director of Financial Planning and Analysis

    REPORTS TO:
    Chief Financial Officer

    POSITION TYPE:
    12-month

    START DATE:
    Immediate Hire

    COMPENSATION:
    $109,971-$134,714, Home Office grade 11

    EVERY OPPORTUNITY STARTS WITH A YES

    Great schools begin with great people who believe every day is an opportunity to make a difference. At YES Prep, you have an opportunity to join a family of diverse educators who are leveling the playing field by providing opportunities for a high-quality, college-forward curriculum while also ensuring our students feel supported through their academic journey and empowered to lead choice-filled lives. YES Prep is more than a family of public charter schools, it’s the future of public education—it’s an opportunity to say, “Yes, you can!”

    Our campuses are advancing educational equity. Some quick stats about us:
    • 17,000 Students
    • 2,100 Team Members
    • 17 Secondary Campuses
    • 6 Elementary Campuses
    • 92% Students Who Qualify for Free/Reduced-Price Lunch
    • 96% Hispanic & African-American Students
    • 97% Students Who Are Accepted to a 4-Year University
    • 88% First-Generation College Students
    • Top 100 High Schools in the Nation, U.S. News & World Report

    We serve the students of Houston, Texas, the 4th largest city across the United States. There are over 20 public-school districts and other great public charter school options, like KIPP Texas-Houston and IDEA Public Schools, within Houston’s city limits serving our increasing population. We are a rapidly growing organization, committed to creating life-changing opportunities for over 23,000 students by 2025.


    THE OPPORTUNITY
    YES Prep needs a dynamic Director of Financial Planning and Analysis, with a diverse set of experiences to make our mission a reality. To put it simply, you will help us figure out how to spend our money in the most efficient way possible that maximizes student outcomes.

    THE
    ROLE
    When you join the YES Prep team, some of the exciting work and responsibilities will include:

    Illustrative Responsibilities and Duties:
    • Leading the annual budget cycle by setting financial targets, processes, and schedules for the organization;
    • Enhancing and monitoring the long-term financial model that sustains the financial health and stability of YES Prep Public Schools;
    • Supervising and leading a team of two analysts, developing them professionally and prioritizing their goals and duties;
    • Developing financial reports and key metrics for internal analysis and external compliance purposes;
    • Supporting all YES Prep budget managers with budget-to-actual spending, planning, and other financial analysis matters;
    • Preparing and presenting budget analysis and financial projections to the Board and C-Suite when needed;
    • Maintaining a close working relationship with other members of Home Office Team, school directors and relevant campus staff to ensure exchange of best practices, coordination of efforts, and general support for the finance/ accounting department;
    • Additional duties as assigned.

    Professional Expectations
    • Demonstrate behavior that is professional, ethical, and responsible;
    • Participate in workshops, seminars, and conferences to enhance knowledge and skills;
    • Demonstrate knowledge, and support of YES Prep Schools mission, values, standards, policies and procedures, confidentiality standards
    • Ensure compliance with all state and federal laws, local board policies, administrative guidelines, and the Texas Educators’ Code of Ethics;
    • Ability to perform a variety of tasks, often changing assignments on short notice, with little to no direction;
    • Ability to communicate effectively and appropriately with others.

    THE PERSON
    We seek staff with diverse backgrounds, talents, interests, and ideas. Certain traits consistently shine through for our most successful employees: passion for the mission, drive for results, care for students, and resilience. Other traits needed and desired for this role are:

    THE MUST HAVES
    • Bachelor’s degree from an accredited four-year educational institution
    • Minimum of seven years of professional experience
    • Ability to develop and create long term financial models
    • Ability to exercise excellent judgment in decision-making, using sound logic to derive answers
    • Excellent financial and analytical skills with an ability to communicate complicated financial data to non-finance people
    • Ability to manage and mentor your team in positive manner, incrementally developing employees through the process while keeping all deadlines met.
    • Detail-oriented to a fault. We double check and triple check our work always
    • Self-directed and takes initiative to create or streamline work without being told
    • Ability to work outside of normal hours and on weekends
    • High level of integrity with fundamental belief in transparency, openness, and teamwork.
    • Openness to giving and receiving frequent feedback
    • Ability to maintain emotional control under stress
    • Ability to handle multiple tasks and initiatives at once
    • Ability to work urgently in a fast-paced and results-oriented environment
    • A dedication to learn, grow, and develop as a professional


    Skills and
    mindsets needed to be successful in this role

    • You should want to present to the Board because you know your stuff.
    • You should know how to defend whatever you are recommending in clear, linear manner.
    • You should want one of the analysts that you manage to replace you when you move up.
    • You should believe that your power does not come from holding the cards but from being able to get others to understand how to do it themselves.
    • Mistakes happen….but it should hurt to find out that you made an error that was easily caught by someone.
    • Students come first so let’s figure out how best to spend our money getting them into college and not on personality battles.
    • Openness to giving and receiving frequent feedback. You should want to hear what it will take for you to be the next CFO, not be upset because you were late and someone called you out on it.
    • We are all adults and all jobs will be hard at this level so put your head down and move the work forward each day.

    THE MUST HAVE BELIEFS
    • Belief in and commitment to the mission and core values of YES Prep Public Schools
    • Desire to disrupt systemic status quos in education
    • Willingness to go above and beyond to disrupt said status quos
    • Passion to develop resiliency through a relentless pursuit of jaw-dropping results
    • Conviction that high expectations high accountability = high performance and high growth

    THE NICE TO HAVES
    • Degree in Finance, Accounting, or related field
    • Seven years of experience with financial and quantitative analysis
    • Master’s in Business Administration
    • Public education finance experience
    • Previous managerial experience
    • Tyler Munis experience and/or ability to learn various financial software platforms
    • Ability to juggle multiple tasks and initiatives at once

    THE PERKS
    • CompensationThis position is an exempt, salaried position; offers commensurate with experience.

    • Health and Supplemental Insurance – A $0 monthly medical option that includes $600 towards a Health Savings Account, in addition to a variety of supplemental benefits including Dental, Vision, Disability, Life, etc. Employees must work 20 hours a week to be eligible for a full spectrum of benefits, and 10 hours a week minimum for medical benefits.

    • Retirement Plans
      – Participation in Teacher Retirement System of Texas and a 457b Retirement Plan.

    • Paid Time Off – Employees working 20 hours a week receive 15 days of Paid Time Off in addition to the system closures during the Academic Calendar.

    • P
      aid Leave Programming – In the event you need to be out due to medical needs (including maternity and paternity leave), YES Prep offers paid leave, paid out at 100%, based on eligibility and tenure.

    • Professional Development - YES Prep values longevity and performance over time. We invest in developing leaders through high-quality programs, effective coaching, and ongoing professional development.

    • Award Winning Culture – The strong cultures of our campuses and Home Office are just one of many reasons we were named Houston’s Best Place to Work in 2018, 2019, and 2021. We won the 2012 Broad Prize for Excellence in Urban Education and were a 2016 finalist as well.

    WE ARE DEEPLY COMMITTED TO EQUITY & DIVERSITY
    YES Prep strives to recruit a diverse team of leaders. We believe there is a transformative academic and social benefit for students when their teachers and leaders reflect a diversity of backgrounds. Ninety-five percent (95%) of staff members agree that the organization provides a welcoming environment given their background and identity according to our latest system survey.

    YES Prep is an equal opportunity employer and does not discriminate against any employee or applicant on the basis of race, color, ethnicity, religion, gender, sexual orientation, gender expression, national origin, disability, age, marital status, military status, pregnancy, or parenthood.
  • 2 Months Ago

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Executive Banking Assistant
  • Independent Financial
  • Houston, TX FULL_TIME
  • Under general direction, the Banking Assistant is responsible for providing administrative support to the Manager, Relationship Managers and/or Portfolio Managers in a specific geographical market or ...
  • 15 Days Ago

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Public Health Program Assistant
  • Texas Children's Hospital
  • Houston, TX OTHER
  • Job Summary We are searching for a Public Health Program Assistant— someone who works well in a fast-paced setting and has a passion for working with families. In this position, you will perform recep...
  • 3 Days Ago

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Assistant Controller
  • Creative Financial Staffing
  • Houston, TX FULL_TIME
  • Why should you explore this Assistant Controller role? 🌟 Surround yourself with brilliance! Join industry leaders in geoscience technology and high-performance computing. 🚀 Embark on a journey in an...
  • 2 Days Ago

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Lending assistant
  • First Financial Bankshares
  • Houston, TX FULL_TIME
  • Address We’re always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment...
  • 4 Days Ago

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Administrative Assistant
  • Stellantis Financial Services US
  • Houston, TX FULL_TIME
  • Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citr...
  • 7 Days Ago

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0 Financial Assistant (Public) jobs found in Pasadena, TX area

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Inhouse Sales Associate (Finance & Accounting)
  • E78 Partners
  • Houston, TX
  • About E78 Partners E78 Partners is a 5x Inc. 5000 fastest growing company that delivers platinum-level advisory, talent,...
  • 5/10/2024 12:00:00 AM

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Executive Assistant, Finance
  • County of Harris Texas
  • Houston, TX
  • Harris County Public Health has earned the 2023 Best Place for Working Parents Business Designation. About Harris County...
  • 5/10/2024 12:00:00 AM

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Finance Intern
  • Orion and TAS Companies
  • Houston, TX
  • Job Description POSITION SUMMARY This position is accountable for supporting corporate finance function and perform rela...
  • 5/10/2024 12:00:00 AM

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Financial Counselor
  • Catholic Health Initiatives
  • Spring, TX
  • **Overview** CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. Wi...
  • 5/9/2024 12:00:00 AM

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Financial Aid Director
  • Universal Technical Institute, Inc.
  • Houston, TX
  • Overview The Director Financial Aid help change student lives every day while serving as the Financial Aid and Default M...
  • 5/9/2024 12:00:00 AM

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Finance Associate - Sugar Land Space Cowboys
  • The Houston Astros
  • Sugar Land, TX
  • Space, Associate, Finance, Technology
  • 5/8/2024 12:00:00 AM

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Finance Associate
  • Pangea Talent Solutions
  • Houston, TX
  • We have partnered with one of our long time IPP clients in the search for a Finance Associate to help support the group ...
  • 5/6/2024 12:00:00 AM

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Assistant Financial Controller
  • Murray Resources
  • Houston, TX
  • A global manufacturer is looking for an Assistant Financial Controller to provide financial insights and projections. Th...
  • 5/6/2024 12:00:00 AM

Pasadena /ˌpæsəˈdiːnə/ is a city in the U.S. state of Texas, within the Houston–The Woodlands–Sugar Land metropolitan area. As of the 2010 U.S. Census, the city's population is 149,043, making it the seventeenth most populous city in the state of Texas, as well as the second-largest city in Harris County. The area was founded in 1893 by John H. Burnett of Galveston, who named the area after Pasadena, California, because of the perceived lush vegetation. The Pasadena Volunteer Fire Department is the largest of all volunteer municipal fire departments in the United States. According to the Unite...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Assistant (Public) jobs
$50,087 to $64,736
Pasadena, Texas area prices
were up 2.3% from a year ago

Financial Assistant (Public) in Olympia, WA
Do you struggle to pay your family's dental bills? No dental benefits through your employer? Financial assistance is available if you meet the required criteria.
December 20, 2019
Financial Assistant (Public) in Honolulu, HI
Eligibility based on immigration status will need to be determined by one of our financial counselors.
January 28, 2020
Financial Assistant (Public) in Peoria, IL
The program provides financial counseling by specially trained staff familiar with artists’ employment cycles to determine eligibility for various insurance options – including government programs, or a sliding-scale fee-for-service arrangement.
January 23, 2020