Senior Financial Analyst

Job Description

Job Description

About our community

We provide management services to exceptional assisted living communities, personalizing in the approach of ensuring every resident has their specific needs met at every stage.  We strive daily to create the best life for all we serve.

Position summary

The Senior Financial Analyst will join our Financial Planning and Analysis department based in our corporate office in Hickory, NC. This position applies technical, analytical and problem-solving skills to provide relevant, accurate and timely information for a portfolio of communities and investments. The Financial Analyst is a core component in the annual budgeting process and creates and maintains templates and reports for the executive team. Prepares facility level reports for executive leaders used in the monthly financial reviews. Facilitates the training with administrators on the use of the budget software tool and works with facilities to solve problems encountered in the use of the budget software tool. Assists budget administrators and corporate executive management teams with understanding how to best utilize the information. Demonstrates competencies in decision support including analyzing, producing, compiling, and presenting information to support executive decision making.

Essential Duties and Responsibilities:

• Work closely with Company owners, operators, investors, and other financial analysts to monitor the financial operations of assigned portfolio.

• Create and analyze facility valuations, capital stacks, sources and uses documents.

• Review financial covenant compliance.

• Create and analyze income statements, and other financial and operational reports to provide decision support to operations and development teams.

• Prepare weekly surveillance reports for each facility under management.

• Create and/or maintain templates and reports for the annual budget review process.

• Review profit and loss statements on a monthly basis with key leaders.

• Assist with annual operating budgets, forecasts, statistical reports, and cash flow projections.

• Analyze financial information to determine present and future financial performance. Prepare return on investment analyzes for various capital projects. Ensure integrity, accuracy, and reasonableness of financial results.

• Identify trends and recommend improvements accordingly.

• Provide interpretation of financial policies, governmental legislation, and accounting theory.

• Conduct special studies to analyze complex financial projects and prepare recommendations for financial investments or future policies.

• Interpret and apply corporate financial policies, government legislation, and accounting theory.

• Conduct special studies to analyze complex financial projects and prepare recommendations for financial investments or future policies.

• Interpret and apply corporate financial policies, government legislation, and accounting theory.

• Establishes databases of pertinent information for use in analyzing future plans and forecasts

• Prepare facility level schedules for executive leaders used in the annual budgeting process (meetings held in spring, summer and fall)

• Facilitates budget training to executive directors.

• Assists executive directors and executive management teams with understanding how to best utilize the information.

• Compile data required to populate reports.

• Reconcile and validate financial and statistical data.

• Distribute reports internally and externally.

• Support ad-hoc budgeting or decision support needs.

• Effectively collects, analyzes, and create solutions to report data. Uses intuition and experience to interpret data and identifies data relationships and dependencies.

• Demonstrates accuracy and thoroughness with data. Monitors own work to ensure quality.

• Consistently reviews and validates numerical data based on a thorough understanding of financial concepts and healthcare principles.

• Demonstrates competency in required job skills and exhibits ability to learn and apply new skills.

• Gathers and analyzes information skillfully and resolves problems in early stages with minimal supervision.

• Demonstrates proactiveness and resourcefulness in finding answers and solutions.

• Make recommendations to management regarding cost savings or profit generating opportunities, and profitability improvement strategies. 

• Maintain knowledge of company policies and procedures, loan covenants and other related regulations and guidelines, and ensure facility compliance.

• Performs other duties as assigned

Education/Professional Requirements:

• Bachelor’s degree in Business, Finance, Accounting, or related required

• Advanced Degree Preferred

• 3-5+ years of finance/healthcare experience required.  Decision Support/Business

• Intelligence experience required.

Benefits:

• Competitive Wage Package (pay rate is based on experience)

• Multiple Options for Medical, Dental, and Vision Insurance

• Short and Long Term Disability Insurance

• Life Insurance

• Telehealth 24/7 Care

• Paid Holidays 

• Family Medical Leave

• Paid Bereavement Leave

• Health Savings Account