Manager of Financial Planning and Analysis

Spectrum Acquisition Partners is a privately held national developer of senior housing. Since 2003, SAP has developed over 60 properties with an estimated value of more than $2B through its funds and/or institutional investors.

About the role

The Manager, FP&A reports to the Director, FP&A and owns the day-to-day budgeting, forecasting, and management reporting engine for Spectrum's portfolio. This position serves as the primary analytical partner for an assigned set of regions and the corporate function, working collaboratively with departments including accounting, capital markets, and operations. The role involves translating results into decisions alongside operating leaders and driving the design and implementation of planning tools and process transformation.

Responsibilities

• Own day-to-day budgeting and forecasting across assigned operating regions and the corporate function.
• Lead cost center budgeting and the corporate, cost center, and business forecasting cycles.
• Collaborate with stakeholders to incorporate future strategies, project proposals, and business plans into the annual budget and rolling forecast.
• Produce standard and ad-hoc management reporting and drive the monthly reporting package and decision support.
• Lead variance, business, and profitability analysis, explaining the drivers behind results.
• Deliver revenue, cost, and workforce analytics.
• Support operations analysis and operating reviews.
• Serve as the primary FP&A partner to Executive Directors and Regional Directors of Operations in assigned regions.
• Support target setting and business portfolio management.
• Conduct pricing analysis and support pricing and service offering decisions.
• Provide cash flow analysis and cost analytics to inform margin and NOI decisions.
• Build and maintain Vena reports and templates for use by various levels of leadership.
• Help plan and execute finance transformation projects, lead organizational change initiatives, communicate plans, and gather stakeholder feedback.

Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field (required). MBA, CPA, or CFA (a plus).
• Minimum 5 years of progressive FP&A experience, ideally with a multi-site operator (senior living, hospitality, healthcare, or other real estate operators).
• Extensive FP&A software experience (required). Vena experience (highly desired). Vena template design experience (beneficial).
• Demonstrated ownership of budgeting and forecasting cycles and partnering with operating leaders.

Benefits

• Medical, dental, and vision insurance.
• Life insurance and other voluntary insurance options.
• 401(k) retirement plan participation.
• Paid time off and holiday pay.
• Discounts through Perk Spot.

Spectrum Retirement Communities strongly encourages all team members to be fully vaccinated against COVID-19, though it is not a requirement for employment.