Senior Manager, Financial Planning & Analysis

We Are Inspired to Serve. Join us! This position is located at the corporate office and will support the planning, forecasting, reporting, and analysis for several Communities within the organization. The position is self-directed in most aspects of the role. This role takes the initiative to drive performance, partner with the community leaders and hold accountability to the financial plan. The Senior Manager role requires the ability to analyze detailed financial operations, an increased level of organization, comprehension and communication skills, and the ability to work across the organization. ESSENTIAL RESPONSIBILITIES: Responsible for preparing ad-hoc analysis, and value-added modeling, business propositions and special projects that will enable leadership to make insightful business decisions. Works collaboratively with the Operations AVP to help support Community leadership with understanding actual results compared to Plan. Provide analyses, insights and proactively influence communities to meet targeted goals. Responsible for partnering with each Community’s Executive Director to help prepare and coordinate the monthly forecast and the Annual Operating Plan across the Community. Responsible for coaching and training Community leadership and department managers on financial tools and approaches to create and manage their budgets. Participate in monthly operational calls, providing support to financial areas such as cash flow, net operating margin and revenue & expense projections. Prepare presentations for and participate in quarterly Financial Review Meetings with residents. Assist FP&A leadership in the Integrated Strategic Plan (ISP) process by providing forecast projections for census, revenue, and expense assumptions, as well as providing insight into business trends. EDUCATION AND WORK EXPERIENCE: Preferred Degree: B.S. in Accounting or Finance or equivalent; MBA or CPA a plus Experience: 7+ years of related experience in Financial Planning and Analysis, Accounting, or similar discipline Experience in Health Care, Senior Living, or related field (strongly preferred but not required). KNOWLEDGE, SKILLS, AND ABILITY: Expertise in financial planning and/or accounting with strong analytical skills Self-starter and independent, with high degree of learning agility. Comfortable working independently and collaborating with Senior leaders. Ability to work collaboratively across multiple organizational levels, exhibiting a positive attitude and customer-focused demeanor. Strong business acumen and ability to simplify complex financial concepts for non-finance professionals. Strong attention to detail and proven track record of producing consistently accurate work, while possessing the ability to step back and determine whether outcomes are reasonable. Excellent communication skills (both written and oral, English skills required). Ability to communicate effectively across all organization levels, and present to a broad range of audiences. Strong organization and project management skills to enable effective management of the deliverables and timelines. Demonstrated experience and aptitude for working with financial systems (Microsoft Excel, Financial Planning applications, General Ledger). PHYSICAL REQUIREMENTS: Regular, predictable attendance is required. Sufficient physical ability and mobility to work in an office/community setting. Ability to stand or sit for prolonged periods of time. Ability to occasionally stoop, bend, kneel, crouch, reach, and twist. Ability to lift, carry, push, and/or pull light to moderate amounts of weight up to 50 lbs. Engaging in repetitive movements of wrists, hands, and fingers - typing and/or writing. Clarity of Vision: For near visual acuity Clarity of vision at approximately 20 inches or less (i.e., working with small objects or reading small print), including use of computers. For far visual acuity, Clarity of vision at 20 feet or more. This is not just the ability to see a person or object, but the ability to recognize features as well. For peripheral vision, observing an area that can be seen up and down or to right or left while eyes are fixed on a given point. COMPETENCIES: Leadership Guide and inspire a high-performing Customer Success team that achieves and exceeds revenue targets while fostering customer loyalty and growth Customer Success As a customer advocate build strong relationships with our customers, understanding their needs and ensuring their success with our platform. Promote increased adoption and expansion of our solutions within customer organizations Continuous Improvement Advocate for and implement a culture of continuous learning and improvement within the team. Drive initiatives that improve customer satisfaction and team efficiency Account Strategy Define and execute strategies to drive customer retention, renewal, upsell, and cross-sell, contributing directly to our growth objectives Cross-Functional Collaboration Collaborate with other departments to align on company goals, relay customer feedback, and ensure a unified customer experience #Corporate Compensation Pay Range: $103,095.00 - $165,708.75 per year Reasonable Pay Estimate A reasonable estimate of the pay range for this position is $103,095.00 - $165,708.75 per year. There are numerous factors taken into consideration in determining the actual offered rate of pay, including but not limited to: job-related qualifications, experience, skills, education, geographic location, and consideration of internal and external equity. For full time employees, we offer a generous benefits package that includes: Medical, dental and vision insurance Employer paid group term life and disability Paid Time Off (PTO) & six paid holidays 403(b) with a 3% employer match Fitness center use at most facilities. Various voluntary benefits: Life, AD&D Tuition assistance and scholarships Employee assistance program Legal services, home/auto insurance, discount purchasing program Pet Insurance For more information about Covenant Living and CovenantCare at Home, please visit or Covenant Living and CovenantCare Home Health and Hospice are equal opportunity employers. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, or any other characteristics protected by local laws, regulations, or ordinances. We believe we are a great place to work. Covenant Living & CovenantCare at Home are faith-based Continuing Care Retirement Community (CCRC) & Home Health organization. From the establishment of our first community – Covenant Home of Chicago in 1886 – to becoming the fifth-largest not-for-profit CCRC sponsor in the LeadingAge Ziegler Top 150, our goal has been to provide outstanding care and services to senior adults. We believe we are inspired to serve. We create joy and peace of mind for residents and their families by providing a better way of life. These are the standards of behavior we hold ourselves to in serving our residents. Safety I learn & follow safety policies & procedures. I immediately report unsafe conditions for staff, residents, & guests and fix when possible. I protect residents, co-workers, & myself from unsafe conditions and practices by reporting unsafe conditions and fixing it or having it fixed. Courtesy I smile & acknowledge everyone that I encounter. I carry myself in a manner that projects positivity, approachability, & respectfulness. I address the concerns of others by actively listening & seeking solutions. Responsiveness I take initiative to respond to the needs of others in a timely manner to achieve resolution. I anticipate the needs of others and respond in a timely manner. I communicate to others who need to join me in responding to the needs of others. I return phone calls within 24 hours. I identify action steps and communicate them to all vested parties. Image I ensure our environment is professional, welcoming, & clean. I follow CL policies, procedures, & all regulations. We believe in making a difference in other’s lives. We have approximately 3,200 employees serving more than 5,000 residents in our nationwide family of continuing care retirement communities and home health. Construction and development continues on several of our 14 campuses, ensuring ever more exciting opportunities for employees to serve residents.