Senior Financial Analyst

Job Description

Job Description

Grand Living is quickly becoming an iconic brand in hospitality, recognized for developing, marketing, and operating a national portfolio of upscale, luxury and resort-like senior living communities. Our focus is to maximize the potential of every life we touch by living our mission of creating an elegant community where our residents are surrounded by the highest standards of quality of service, environment, and care. If you are a person with strong leadership skills and have a deep compassion for and a desire to serve seniors and who thrives in a senior living environment, then we would like to hear from you.

The Senior Financial Analyst plays a pivotal role in shaping the financial strategy and operational performance of our multi-site senior living organization, which includes independent living, assisted living, and memory care communities. This role involves driving the budgeting, forecasting, and reporting processes, developing financial tools and dashboards, and supporting strategic initiatives with actionable insights. The ideal candidate has strong financial modeling expertise, a deep understanding of senior living operations, and experience working with large datasets across various systems. This position requires a proactive, analytical, and collaborative team member who can effectively communicate complex data to both internal stakeholders and external partners.

Overall, the Senior Financial Analysts’ responsibilities will be focused on the following:

• Analyze financial performance across a multi-site portfolio of senior living communities, identifying trends, risks, and opportunities.
• Articulate financial trends and insights to community leaders, executive leadership, and investors.
• Develop and manage annual budgets, forecasts, and community pro formas in collaboration with operational and finance leaders.
• Build and maintain dashboards and reporting tools to monitor KPIs at the community and enterprise level.
• Monitor and report on senior living KPIs, such as:
• Occupancy Rate
• Revenue per Occupied Room (REVPOR)
• Labor Cost per Resident Day
• Net Operating Income (NOI)
• EBITDAR Margin
• Operating Expense per Unit
• Move-in/Move-out Trends
• Length of Stay & Payer Mix
• Compare forecasted financials with actuals; create and explain variance reports.
• Support pro forma modeling for new developments, renovations, and acquisitions, including revenue assumptions and ramp-up models.
• Lead the development and refinement of forecasting and financial modeling tools, ensuring alignment with operational strategies.
• Develop automated and scalable reporting processes to improve efficiency and accuracy of data analysis.
• Gather and consolidate data from multiple systems for strategic planning and forecasting.
• Assist with pricing strategies, including rent and service fee evaluations based on internal performance and market comparisons.
• Prepare presentations for internal and external audiences, including business reviews, board meetings, investor presentations, and earnings calls.
• Participate in monthly financial review meetings with community and regional leadership.
• Provide ad hoc financial analysis to support executive decision-making and growth initiatives.
• Support financial due diligence for acquisitions and divestitures.
• Collaborate with accounting on monthly close activities, including:
• Processing journal entries (e.g., payroll, depreciation, amortization, prepaid insurance)
• Assisting with monthly bank reconciliations
• This job description provides a framework for the role; additional responsibilities may be assigned as needed.

Education and Experience:

• Bachelor's degree in Finance, Accounting, Economics, Real Estate, or related field required
• CPA or MBA preferred, but not required
• Minimum of three (3) years of progressive experience in financial analysis, FP&A, or strategic finance.
• Experience in senior living, healthcare, or multi-site operations is strongly preferred.
• Strong proficiency in financial modeling and forecasting
• Advanced skills in Microsoft Excel (including complex formulas, pivot tables, scenario modeling)
• Velixo experience is a plus
• Experience with financial systems and ERP tools (e.g., Acumatica preferred)
• Proficiency in data visualization and presentation tools (e.g., Power BI, Tableau, PowerPoint)
• Strong understanding of financial statements and concepts (P&L, balance sheet, cash flow)
• Excellent written and verbal communication skills, with the ability to explain complex data to non-financial stakeholders
• Strong attention to detail and high level of accuracy in work product
• Ability to work independently and manage multiple priorities in a fast-paced, dynamic environment
• Collaborative, solutions-oriented mindset with a passion for continuous improvement
• Ability to interact professionally with executive leadership, investors, and cross-functional teams

Other:

• Able to work 5 days per week onsite in office located at Grand Living Management World Headquarters.

We offer competitive compensation and a full benefits package for full-time employees including 1) a generous Paid Time Off (PTO) program offering 120 hours of PTO in the first year, increasing to 160 hours in the second year, and continuing to build with length of service; 2) affordable insurance options for medical, dental, vision and more; 3) a 401(k) with a 4% company match on a 5% contribution (100% vesting at 12 months of service), 4) automatic life insurance and AD&D coverage for all team members with a robust employee assistance program (EAP).

At Grand Living, our motto is "Your Life. Uniquely Embraced." We are proud to be an equal opportunity employer, committed to creating an inclusive and supportive environment for all, where our differences aren't just accepted, but celebrated.