Senior Financial Analyst

Overview

Our client is seeking a Senior Financial Analyst to manage and support the financial operations of a portfolio of senior living properties. This critical role involves advanced financial analysis, modeling, budgeting, and forecasting to enhance the performance and profitability of senior housing facilities. The successful candidate will collaborate closely with senior leadership, operations teams, and external stakeholders to drive strategic decision-making and long-term growth.

Challenges you would face

Prepare, analyze, and present financial reports on a monthly, quarterly, and annual basis for senior housing properties
Conduct variance analysis to compare budget vs. actual performance and provide actionable recommendations
Lead the budgeting process and ensure alignment with organizational goals and operational plans
Develop and maintain financial models to forecast future performance, including scenario analysis
Perform due diligence and ROI analysis for potential acquisitions and capital expenditures
Monitor cash flow and liquidity, ensuring financial resources meet operational and strategic needs
Identify opportunities for cost optimization and operational efficiencies across the portfolio
Communicate financial insights and reports to senior leadership, investors, and stakeholders

The ideal candidate

Bachelor’s degree in Finance, Accounting, or a related field (MBA or CPA preferred)
5+ years of experience in financial analysis, preferably in real estate, senior housing, or related industries
Strong expertise in financial modeling, budgeting, and forecasting
Proficiency in financial analysis tools and software, including advanced Excel skills
Excellent communication and presentation skills for conveying complex financial information
Strong knowledge of accounting principles and regulatory compliance

Plus

Experience with real estate development or property acquisition analysis
Familiarity with key performance indicators (KPIs) for senior housing properties
Ability to analyze and optimize cost structures for operational efficiency