Managing Director of Systems, Reporting, and Analytics (Immediate Opening)

Managing Director of Systems, Reporting & Analytics

Mission: The Managing Director of Systems, Reporting & Analytics provides enterprise leadership over financial systems, reporting architecture, data quality governance, reconciliation efficiency, and analytics enablement. This role develops and executes a multi-year strategy to advance data transparency, automated reporting, system integration, and analytical insight while maintaining continuous audit readiness. The position influences cross-functional data flows, embeds preventative controls, and enables scalable reporting solutions across the organization.

Supervisory Responsibilities: Oversee the Financial Reporting & Data Systems Manager and Financial Reporting & Data Systems Specialist

Location: This is a full-time remote position based in Texas, with preference given to candidates who live in Austin, El Paso, Houston, Permian Basin (Midland/Odessa), Rio Grande Valley, San Antonio, and Tarrant County (Fort Worth), or who are willing to relocate.

Travel Expectations: Up to 10% during the busiest times of the year

What You’ll Do – Accountabilities

Essential Duties:

Enterprise Reporting & Analytics Strategy

• Establish the analytics maturity roadmap, reporting automation strategy, and data governance standards.
• Define reporting hierarchies, semantic models, and dashboards scalable across business units.
• Lead advanced analytics initiatives including predictive modeling and exception-based reporting.
• Promote self-service analytics culture to reduce manual reporting dependency.

ERP Systems Governance & Optimization

• Serve as business owner for financial ERP systems and ancillary platforms.
• Oversee module configuration, security controls, integrations, and upgrading cycles.
• Align workflow automation with audit, regulatory, and operational compliance.
• Implement preventative posting logic to reduce reconciliation defects.

Data Quality, Validation & Controls

• Establish automated controls, validation rules, and lineage tracking.
• Deploy continuous cross-system data validations across ERP, sub-ledgers, procurement, and payroll systems.
• Implement remediation for recurring anomalies and coding variances.
• Govern metadata, naming conventions, taxonomies, and business dictionaries.
• Reduce manual reconciliation through automated matching logic and validation checkpoints.

Reporting Architecture & Dashboard Governance

• Oversee reporting datasets, drill-through dashboards, and publishing framework.
• Reduce spreadsheet dependency with automated model refresh cycles.
• Define version control, certification workflows, and publishing standards.
• Surface risk through exception-based dashboarding.

Automation, AI & Emerging Technologies

• Evaluate and deploy AI-assisted insight and anomaly detection tools.
• Automate compliance validations are tied to accounting and grant requirements.
• Replace repetitive manual processes with automated workflows.

Continuous Control Monitoring (CCM)

• Deploy monitoring tied to fund, function, org, and grant compliance.
• Configure alert thresholds aligned to policy, materiality, and risk.
• Measure remediation velocity through CCM dashboards.
• Partner with auditors to validate preventative control coverage.

Additional Duties and Responsibilities:

Audit & Compliance Enablement

• Maintain year-round audit-ready datasets and evidence repositories.
• Standardize documentation discipline with metadata and version control.
• Implement corrective action plans tied to audit findings.
• Support walkthroughs and cross-functional control documentation

Organizational Leadership & Talent Development

• Recruit, develop, and mentor analytics and reporting talent.
• Establish professional pathways, expectations, and performance standards.
• Foster a culture of transparency, continuous improvement, and scalability.

Knowledge and Skills – Competencies

• Make Strategic Decisions: This team member fosters an inclusive decision-making environment by encouraging diverse perspectives, managing disagreements constructively, and creating space for all voices to be heard. They clearly communicate final decisions, providing context and anticipated impact—even when choices are difficult or unpopular.
• Manage Work and Teams: This team member builds and maintains systems to track progress toward team goals, ensuring clarity through defined roles and responsibilities. They implement structured processes that support smooth team operations and strategically allocate time and resources to drive goal achievement
• Grow Self and Others: This team member uses data to assess development needs and designs learning opportunities that align with team goals and individual career growth. They model a growth mindset by being open about their own development and ensure that both personal and team-led learning initiatives are impactful and well-aligned with organizational priorities
• Build a Culture of Trust: This team member fosters a team culture where individuals genuinely care for one another both personally and professionally. They lead with transparency, encourage open communication, including healthy conflict—and promote reliability and consistency, while regularly seeking and responding to team feedback to enhance the collective experience.
• Communicate Deliberately: This team member leads inclusive discussions that surface obstacles and drive actionable solutions, ensuring all voices are heard. They communicate key information clearly across multiple channels and establish feedback loops that promote open dialogue, collaboration, and continuous improvement.

Additional Skills:

• Strategic systems thinking and enterprise architecture leadership.
• Automation-first mindset with preventative control design experience.
• Expertise in reconciliation logic, data lineage mapping, and variance analysis.
• Ability to communicate complex concepts to executive audiences.
• Strong analytical problem-solving and documentation discipline.

Required Education and Experience:

• Bachelor’s degree required; OR 10+ years relevant experience.
• 5+ years’ management experience in systems, reporting, or analytics teams.
• Experience in integrating and governing ERP environments (Workday preferred).
• Proficiency in Power BI, SQL, semantic modeling, and automation concepts.

Preferred Education and Experience:

• Masters Degree preferred
• Charter school experience preferred

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to work independently with minimal supervision
• Ability to travel to campuses or HQ offices as needed

What We Offer:

Compensation & Benefits:

Salaries for people entering this role typically fall between $131,000 and $158,500, commensurate with relevant experience and qualifications and in alignment with internal equity. This role is also eligible for performance pay based on organizational performance and goal attainment.

Additionally, we offer medical, dental, and vision plans, disability, life insurance, parenting benefits, flexible spending account options, generous vacation time, referral bonuses, professional development, and a 403(b) plan. You can find more information about our benefits at https://ideapublicschools.org/careers/benefits/.

* IDEA may offer a relocation stipend to defray the cost of moving for this role, if applicable.

Application process:

Submit your application online through Jobvite. Please note that applications will be reviewed on an ongoing basis until the position is filled. Applicants are encouraged to apply as early as possible.

Learn more about IDEA

At IDEA the Staff Experience Team uses our Core Values to promote human connection and a culture of integrity, respect, and belonging for all Team and Family members.  Learn more about our Commitment to Core Values here: https://ideapublicschools.org/our-story/#core-values