Reporting and Automation Anaylst

About the role

We are looking for a data-driven analyst to help build reporting systems, automate workflows, and turn company data into actionable insights. This person will play a key role in improving how leadership monitors performance across a growing portfolio of senior living communities while helping the company implement new AI and automation initiatives. This is a great opportunity for someone talented in analytics, reporting, business intelligence, and building scalable systems inside a growing organization.

What You’ll Do

• Build and maintain dashboards and reporting tools for leadership teams
• Analyze operational and financial data to identify trends and opportunities
• Create recurring reports for occupancy, revenue, expenses, labor, clinical, and overall business performance
• Improve reporting processes by automating manual tasks wherever possible
• Help integrate AI tools and automation into daily workflows
• Organize and manage company data across multiple systems
• Support Key Performance Indicator (KPI) tracking and performance benchmarking across all assets
• Partner with operations and leadership teams to improve decision-making through better data visibility
• Aid with forecasting and financial performance analysis

What We’re Looking For

• Bachelor’s degree in Finance, Business Analytics, Data Analytics, Accounting, Computer Science, or related field preferred
• 1–3 years experience in analytics, reporting, finance, or business intelligence
• Advanced Excel skills required
• Experience building dashboards or reports using Power BI, Tableau, or similar tools preferred
• Strong problem-solving skills and attention to detail
• Interest in AI tools, automation, and process improvement
• Ability to organize large amounts of data into clear business insights

Bonus Skills

• SQL knowledge
• Python or automation experience
• Experience with APIs or integrating software systems
• Real estate, healthcare, or operations experience is a plus
• Power BI + AI + financial modeling