Lead Finance Analyst, Pricing

About the role

The Lead Finance Analyst, Pricing is responsible for advanced analysis supporting entrance fee forecasting, pricing recommendations, and valuation drivers. This role develops models, conducts back-testing and scenario analysis, and prepares decision-ready analytics for Regional Teams and Ownership. In addition, this role will help implement controls and standardization for pricing across all communities.

Responsibilities

• Maintain and enhance forecasting models (unit availability, refunds, NEF budget, promissory notes) and document drivers
• Perform market/in-place pricing analytics and support dynamic pricing and incentive recommendations
• Provide decision support to Sales & Marketing to enable the right offering to prospects
• Perform trend analysis and back-testing to improve assumptions and forecast accuracy
• Prepare individual financial qualification calculations for prospective residents and provide summary/output to community Sales & Marketing and Executive Director
• Prepare return analysis and valuation driver analytics for Ownership’s review
• Support Regional Finance on questions that impact valuation assumptions and pricing decisions
• Perform other duties and responsibilities as assigned

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; or equivalent experience
• 4–6 years of progressive experience in financial analysis, FP&A, analytics, pricing, or strategic finance roles
• Advanced Excel skills, financial modeling, and analytical skills; comfort working with data warehouses/BI tools
• Strong understanding of financial statements, planning processes, and performance drivers
• Effective time management and ability to meet deadlines with minimal supervision
• Strong communication skills with the ability to synthesize complex analysis for senior audiences
• Prioritize delivery of high-impact analytical work
• Proven track record of delivering high-impact analytical work
• Possess comprehensive knowledge of subject matter

Qualifications

• Professional judgment, discretion, and willingness to learn

Skills

• Comprehensive knowledge of subject matter

Benefits

• Competitive pay
• Great benefits and vacation time
• 401(K) with company match
• Paid parental leave

Pay

$85,000 - $106,000

Schedule

Varies