Lead Analyst Reporting

About the role

The Lead Analyst, Reporting is responsible for owning key reporting and compliance deliverables end to end, ensuring financial reporting outputs are accurate, consistent, and delivered on established timelines. This role leads preparation of complex schedules (including covenant reporting packages and board/owner reporting), performs analytical reviews and data validation, and drives standardization and continuous improvement in partnership with BI and upstream data owners. This role performs work under minimal supervision and handles complex issues and problems, referring only the most complex issues to higher-level staff. Experience is everything at LCS; we provide the opportunity to use your talents in a progressive, growing organization that makes a positive difference in the lives of the seniors we serve. Our principles and hospitality promises define our company culture, and employees participate in volunteer activities, committees, and collaborative workspaces.

Responsibilities

• Own assigned monthly CAM reporting deliverables, including data validation, variance investigation, and stakeholder follow ups
• Prepare board/owner packet schedules and respond to non‑standard board/owner reporting requirements with strong documentation and controls
• Prepare and submit assigned regulatory and industry reports, ensuring compliance with defined formats, deadlines, and supporting documentation
• Prepare medical expense deduction datasets and insurance claim reporting packages; ensure completeness, consistency, and traceability to source systems
• Prepare debt covenant calculations and lender/holder reporting packages, maintaining an audit trail of inputs, definitions, and adjustments
• Perform exception reporting and data governance checks between systems; coordinate resolution of data issues with BI, IT, and source process owners
• Maintain and continuously improve reporting calendars, trackers, templates, and standard work instructions
• Support third party compliance activities (sales & use tax, personal property tax, unclaimed property, renewals/appeals) by providing accurate schedules, reconciling support, and coordinating information requests
• Support due diligence financial requests by preparing
• Perform other duties and responsibilities as assigned

Requirements

• Bachelor’s degree in Accounting or equivalent years of experience
• 4‑6 years of progressive accounting, reporting, audit, or finance experience
• Strong working knowledge of GAAP and financial statement mechanics
• Demonstrated experience independently owning complex journal entries, reconciliations, or reporting deliverables
• Regulatory, audit, or compliance‑driven documentation or transaction, contract, or transition‑related accounting activities
• Ability to independently apply professional judgment within owned reporting and compliance deliverables and resolve complex issues with minimal supervision
• Strong attention to detail and accuracy with ability to interpret financial results to identify, explain and resolve accounting issues
• High documentation quality and audit readiness discipline
• Ability to independently analyze discrepancies and resolve reconciling items
• Effective time management and ability to meet deadlines with minimal supervision, especially during close cycles
• Advanced Excel skills
• Strong written and verbal communication skills
• Ability to work collaboratively within a team and respond to requests from leadership
• Professional judgment, discretion, and willingness to learn

Preferred qualifications

• Experience with reporting/BI tools and ERP systems

Benefits

• Industry leader
• Inclusive & collaborative culture
• Top Workplace USA
• Top Workplace Iowa
• Charity and community involvement
• Outstanding advancement opportunities
• Ongoing career development
• Competitive pay, great benefits and vacation time
• Medical, dental, life insurance, disability
• 401(K) with company match
• Paid parental leave

Pay

Estimated salary range: $74,000 – $93,000 (actual title and salary will consider skills, qualifications, experience, and other relevant factors)