Finance Business Partner (Senior Living)

What You'll Do (AKA: Your Superpowers)

• Partner with Operations to Drive Organizational Success
• Serve as the primary financial partner supporting Health Dimensions Group's Operations team.
• Build trusted relationships with operational leaders while providing financial guidance, strategic recommendations, and decision-support tools.
• Participate as an active member of the Operations Leadership Team (OLT), Finance Leadership Team (FLT), and Growth Leadership Team (GLT).
• Partner with leaders across the organization to improve financial performance and operational outcomes.
• Transform Financial Data into Business Decisions
• Analyze operational and financial performance indicators to identify trends, risks, and opportunities.
• Monitor key metrics including: Occupancy & census, Labor management & productivity, Workforce planning, Revenue & expenses, Client performance, Operating margins.
• Conduct root-cause analysis and develop improvement plans based on actionable recommendations.
• Provide actionable recommendations that support strategic and operational decision-making.
• Lead Financial Planning, Forecasting & Reporting
• Support annual budgeting, forecasting, and long-range financial planning initiatives.
• Monitor organizational performance against budget and forecast while identifying opportunities for improvement.
• Develop and maintain operational dashboards, KPI scorecards, and management reporting tools.
• Deliver financial reporting on a daily, weekly, monthly, quarterly, and ad hoc basis to support operational and executive leadership.
• Prepare ownership reports, executive presentations, and financial reporting that clearly communicate organizational performance.
• Support Strategic Growth & Consulting Initiatives
• Partner with Business Development by developing financial models, pro formas, profitability assessments, forecasting, and scenario analysis for prospective growth opportunities.
• Provide financial consulting expertise and analytical support to Health Dimensions Group's Consulting division through financial analysis, operational assessments, forecasting, and performance improvement initiatives.
• Develop and maintain benchmark reporting and industry data to support strategic planning and business development efforts.
• Prepare financial presentations and analytical deliverables for executive leadership, ownership groups, and consulting clients.
• Champion Financial Excellence
• Lead financial review meetings with operational leadership and ownership groups.
• Monitor spending trends, labor utilization, staffing analytics, and operating expenses while identifying opportunities for improved efficiency.
• Support month-end reporting, variance analysis, management review meetings, and executive reporting requirements.
• Identify opportunities to improve reporting processes, financial visibility, and organizational decision-making.

Education & Experience

• Bachelor's degree in Accounting, Finance, or a related field (or equivalent experience) required.
• CPA designation preferred.
• 5+ years of progressive finance experience required.
• Minimum of 1 year of consulting, healthcare, senior living experience.
• Knowledge of Medicare and Medicaid reimbursement principles.
• Advanced Microsoft Excel skills required.
• Strong financial modeling, budgeting, forecasting, and analytical capabilities.
• Experience developing dashboards, KPI reporting, and executive-level financial presentations.
• Strong understanding of operational finance, business analytics, and performance measurement.
• Ability to translate complex financial information into meaningful business recommendations.

Leadership & Professional Skills

• Excellent communication, presentation, and relationship-building skills.
• Strong analytical thinking, problem-solving, and decision-making abilities.
• Ability to view the business from a strategic, enterprise-wide perspective.
• Exceptional organizational skills with the ability to manage multiple priorities and deadlines.
• Ability to work independently while collaborating effectively across multiple departments.
• Ability to maintain confidentiality and exercise sound business judgment.
• Willingness to travel up to 10%.