Financial Planning and Analysis, Senior Analyst

About the role

Reporting directly to the Chief Financial Officer (CFO), this role leads financial planning, including budgeting and forecasting, while providing financial modeling, decision support, and data analysis across the organization.

Responsibilities

• Prepare and analyze monthly, quarterly, and annual financial reports, including variance analysis.
• Collaborate with operational leaders to provide financial insights and budgetary control.
• Lead annual budget and periodic forecasting processes.
• Prepare financial models to support long-term planning, both operational and capital.
• Prepare financial models to support decision-support for leadership team initiatives.
• Develop and maintain flash reporting and dashboards.
• Maintain monthly historical trend data points, utilizing field benchmarks and drivers.
• Absorb and prepare executive reports or presentations.

Qualifications

• Advanced level financial analytical, reporting, and modeling skills (3-statements and sensitivity analysis).
• Detail oriented with ability to generate clear and succinct supporting documentation.
• Ability to problem solve and make independent judgments.
• Ability to maintain effective work relationships.
• Ability to effectively manage multiple projects, tasks, and deadlines.
• Written and oral communication skills, supporting our culture of customer service/ hospitality.

Physical Requirements

• Occasionally lift up to 25 pounds.

Education And Experience

• Required: Bachelor’s degree in accounting or finance from an accredited institution.
• Required: Minimum five years’ experience in financial planning, analysis, and reporting.
• Required: Advanced Excel proficiency (financial modeling).
• Preferred: Life Plan Community (CCRC)/ Senior Living, Skilled Nursing Center, or healthcare.

Skills and Aptitude

• Advanced level financial analytical, reporting, and modeling skills (3-statements and sensitivity analysis).
• Detail oriented with ability to generate clear and succinct supporting documentation.
• Ability to problem solve and make independent judgments.
• Ability to maintain effective work relationships.
• Ability to effectively manage multiple projects, tasks, and deadlines.
• Written and oral communication skills, supporting our culture of customer service/ hospitality.

Special projects, as required.

Special projects, as required.

Qualifications

• Required: Bachelor’s degree in accounting or finance from an accredited institution.
• Required: Minimum five years’ experience in financial planning, analysis, and reporting.
• Required: Advanced Excel proficiency (financial modeling).
• Preferred: Life Plan Community (CCRC)/ Senior Living, Skilled Nursing Center, or healthcare.

General Information

• Position requirements are subject to possibly modification to reasonably accommodate individuals with disabilities.
• This job description in no way states or implies that these are the only duties to be performed by the associate occupying this position.
• Associates will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor.
• Requirements are representative of minimum levels of knowledge, skills, and abilities. To perform this job successfully, the associate will possess abilities or aptitudes to perform each duty proficiently.
• This document does not create an employment contract, implied or otherwise; Lenbrook is an at-will employer.