We’re seeking a highly analytical, Excel‑savvy finance professional to drive financial performance and revenue strategy across our growing senior housing portfolio. This is a high‑visibility role ideal for someone who excels at building complex models, designing scalable reporting, and translating data into business changing insights.
What You’ll Do
Financial Planning, Budgeting & Long‑Range Modeling
- Lead annual budgets, rolling forecasts, and 3–5-year financial plans at the community and portfolio level.
- Build sophisticated financial models and acquisition pro formas with scenario and sensitivity analysis.
- Support underwriting assumptions, NOI projections, and return analyses for new and existing assets.
- Conduct variance analysis and identify trends to strengthen forecast accuracy.
Revenue Strategy & Pricing Analytics
- Serve as the FP&A lead for revenue optimization and pricing decisions.
- Analyze competitor dynamics, market trends, sales performance, and occupancy patterns.
- Build tools to evaluate rate increases, promotions, concessions, and product mix by community/care level.
- Monitor performance post‑implementation and recommend adjustments to maximize revenue.
Advanced Reporting, KPIs & Data Management
- Build automated, scalable reporting from the ground up primarily in Excel.
- Own KPI definitions, calculations, and reporting consistency across systems.
- Ensure data accuracy across Yardi, SeniorLytics, and Ceridian Dayforce.
- Partner with Accounting/Operations to align system outputs with financial results.
Systems, Process Improvement & Analytics Enablement
- Support system enhancements, upgrades, and integrations impacting FP&A.
- Improve automation, reduce manual reporting, and streamline workflows.
- Develop standardized templates, models, and documentation that scale with growth.
Cross‑Functional Leadership
- Partner closely with Operations, Sales, Accounting, Asset Management, and Executive Leadership.
- Present insights that translate complex data into clear, actionable recommendations.
- Support executive‑level dashboards, board prep, and ad‑hoc analysis.
What You Bring
Required
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 6–10+ years of progressive FP&A, financial modeling, or analytics experience.
- Expert Excel abilities (large datasets, advanced formulas, scenario modeling).
- Strong background in long‑range planning, forecasting, and acquisition pro forma development.
- High technical aptitude and comfort working across multiple systems/platforms.
Preferred
- Experience in senior housing, healthcare, real estate, hospitality, or multi‑unit operations.
- Familiarity with Yardi and HR/payroll systems like Dayforce.
- Exposure to pricing, revenue management, or sales analytics.
- Background supporting high‑growth, acquisition‑focused organizations.
What Success Looks Like
✅ Leadership receives timely, trusted insight into revenue, margins, and performance
✅ Pricing decisions are backed by consistent, data‑driven analytics
✅ Acquisition and long‑range planning models are accurate, scalable, and decision‑ready
✅ Reporting becomes more automated, consistent, and reliable across the portfolio