Senior Financial Analyst

Senior Financial Analyst

The Senior Financial Analyst is a hands-on individual contributor within the FP&A function for Lifespark Senior Living, responsible for supporting financial visibility, analytical infrastructure, and critical reporting that leadership depends on to manage performance and make sound decisions across a portfolio of 50+ senior living communities. This role carries a high volume of recurring reporting and forecasting responsibilities; success requires a high degree of accuracy, strong organizational discipline under consistent deadline pressures, and comfort building and maintaining complex financial models at scale. This role will have career path opportunities to grow into a financial business partner to help drive operational and financial performance.

Position: Senior Financial Analyst

Salary: $90,000 - $105,000 annually, depending on experience

Service Area: Corporate Office, St. Louis Park 55416 (Hybrid schedule available)

Schedule: 1.0 FTE, Full - Time / Monday – Friday, 8:00am-5:00pm

Lifespark Benefits Include:

• Annual Reviews/Raises {Shift differentials if applicable}
• Paid Time Off – Vacation Time
• Mileage reimbursement
• Medical, Dental, Vision benefits for Full Time Hires
• Short-Term Disability & Long-Term Disability Insurance
• Life Insurances
• 401k + Company Match for full-time and part-time employees
• Referral bonuses
• Career path to other positions within our growing company!

Lifespark is a complete senior health company headquartered in St. Louis Park, Minnesota. Since 2004, we've been helping seniors stay healthy, navigate their health care options with confidence, and live fuller, more independent lives as they age. That's where our people come in – from accounting and health technology to front-line nurses, advanced practice professionals, caregivers and everything in between, we are all invested entrepreneurs focused on helping people age magnificently.

Position Functions & Responsibilities:

• Financial & Operational Reporting
• Prepare weekly, monthly, quarterly, and annual financial and operational reporting packages for all Senior Living communities and at the consolidated portfolio level, ensuring accuracy, completeness, and timeliness
• Produce community-level P&L statements, departmental variance analyses, detailed labor and management reports; identify, explain, and document material variances versus budget, prior periods, and forecasts
• Build and maintain standardized reporting templates to support internal leadership and external stakeholders
• Identify opportunities for NOI margin enhancement
• Systems, Data & Process Improvement
• Own and maintain the FP&A model library; ensure version control, documentation and integration across all budget, forecast and reporting workbooks
• Extract, transform and analyze large data sets from Sage Intacct, UKG and August Health; build efficient, repeatable processes for data aggregation and reporting
• Identify and implement opportunities to automate recurring reports and streamline data workflows in Excel
• Work with the technology team to automate certain reporting when applicable
• Support the evaluation and transition to a dedicated FP&A platform in partnership with Director of Finance
• Budgeting & Forecasting
• Support the annual operating budget process for the full portfolio: coordinate data collection and assumption validation from regional and community-level operators in partnership with the Director of Finance and broader FP&A team
• Develop and maintain detailed budget models incorporating census and occupancy assumptions, payor mix, and labor and vendor expenses across primary departments
• Maintain rolling monthly and quarterly cash flow forecasts at the community and consolidated portfolio level; update regularly with YTD results, revised operational inputs, and known business changes
• Monitor portfolio-level KPIs (Occupancy %, Revenue, RevPOR, EBITDAR) and incorporate leading indicators into forward-looking forecasts
• Continuously improve budget and forecast templates to increase accuracy, repeatability, and usability; support rollout of updated tools and provide guidance to internal stakeholders
• Build and execute ad hoc financial models as directed, including:
• What-if and sensitivity analyses (occupancy, rate, payor mix, labor cost)
• Break-even and contribution margin analyses
• New community onboarding pro formas and operational ramp models
• Operational restructuring scenario modeling
• Ownership group–specific reporting and analysis
• Assist in preparing budget and forecast presentations for the Director of Finance, senior leadership, and ownership groups
• Ad Hoc & Special Projects
• Support financial due diligence, underwriting or disposition analysis for portfolio transactions and new management contracts as needed
• Other duties as assigned

Qualifications:

Experience & Education

• 3 - 5 years of progressive experience in FP&A, corporate finance, M&A, or strategic finance; prior healthcare and / or senior living industry experience is required
• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA preferred

It has been and will continue to be our policy to provide equal employment opportunities to all employees and applicants without regard to age, race, creed, color, disability, marital status, sex, gender identity, national origin, ancestry, sexual orientation, arrest record, conviction record, military service, use or nonuse of lawful products off the Employer's premises during nonworking hours, or declining to attend a meeting or to participate in any communication about religious matters or political matters, or any other status protected by federal, state, or local law.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.