Financial Planning and Analysis, Senior Analyst

Financial Planning And Analysis, Senior Analyst

Position Type Full Time

Reporting directly to the Chief Financial Officer (CFO), this role leads financial planning, including budgeting and forecasting, while providing financial modeling, decision support, and data analysis across the organization. The position partners closely with senior leadership and departmental teams to translate complex data into actionable insights that drive operational effectiveness, efficiency, and strategic initiatives. This role plays a key part in supporting informed decision-making and advancing organizational performance.

Location: Onsite, with remote work flexibility as approved.

Essential Functions:

• Prepare and analyze monthly, quarterly, and annual financial reports, including variance analysis.
• Collaborate with operational leaders to provide financial insights and budgetary control
• Lead annual budget and periodic forecasting processes
• Prepare financial models to support long-term planning, both operational and capital
• Prepare financial models to support decision-support for leadership team initiatives
• Develop and maintain flash reporting and dashboards
• Maintain monthly historical trend data points, utilizing field benchmarks and drivers
• Assist in preparation of executive reports or presentations Special projects, as required.

Skills and Aptitude:

• Advanced level financial analytical, reporting, and modeling skills (3-statements and sensitivity analysis)
• Detail oriented with ability to generate clear and succinct supporting documentation
• Ability to problem solve and make independent judgments.
• Ability to maintain effective work relationships.
• Ability to effectively manage multiple projects, tasks, and deadlines
• Written and oral communication skills, supporting our culture of customer service/ hospitality

• Occasionally lift up to 25 pounds

Education and experience required:

• Bachelor's degree in accounting or finance from an accredited institution
• Demonstrated thought leadership and initiative
• Minimum five years' experience in financial planning, analysis, and reporting.
• Advanced Excel proficiency (financial modeling)
• Computer skills with ERP/ Financial systems and reporting tools (Sage Intacct, Power BI, Tableau similar).
• Strong financial modeling analytical skills, including building models from scratch

Experience preferred:

• Life Plan Community (CCRC)/ Senior Living, Skilled Nursing Center, or healthcare

CPA