Senior Analyst - Asset Management & FP&A

Essential Duties and Responsibilities

• Leads the annual community-level and portfolio-level operating budget process in coordination with the VP of Asset Management, Asset Managers, FP&A team, and operations leadership, ensuring accuracy, internal consistency, and timely submission to capital and equity partners.
• Develops forecasts for revenue, expenses, and NOI, incorporating updated operational trends, census data, rate changes, and market conditions.
• Analyzes financial performance of individual assets and sub-portfolios to identify areas of opportunity, and collaborates with subject matter experts across the company to improve performance.
• Buils and maintains driver-based financial models that translate operational assumptions (occupancy, rate, staffing ratios, etc.) into P&L and cash flow projections.
• Prepares budget and forecast variance analyses with concise explanations of key drivers and recommended corrective actions.
• Pairs with community and regional operations teams to stress-test assumptions and validate budget inputs against operational realities.
• Establishes and manages the annual budget calendar, coordinating submissions and review cycles across the portfolio.
• Prepares and presents monthly financial review packages for capital and equity partners, including variance commentary, KPI dashboards, and forward-looking outlooks.
• Responds to ad hoc analytical requests from ownership groups and equity partners, including return analyses, sensitivity modeling, hold/sell assessments, and scenario planning.
• Supports asset management presentations for investor calls, quarterly reviews, and annual meetings.
• Tracks community-level and portfolio-level performance against budget, prior year, and underwriting, identifying trends in revenue, occupancy, labor, and operating expenses.
• Pairs with operations leadership to define, operationalize, and maintain key performance indicators (KPIs), building measurement tools that embed data into daily decision-making.
• Conducts deep-dive analyses on underperforming assets, including root-cause diagnostics and presentation of recovery strategies to internal and external stakeholders.
• Analyzes competitive positioning, market rates, and census trends to support revenue management and pricing strategy recommendations.
• Identifies expense reduction and NOI improvement opportunities across the portfolio and supports implementation of improvement tactics with the operations team.
• Merges and reconciles data from multiple source systems into unified analytical frameworks for cross-departmental KPI reporting.

Qualifications

• Educational Requirements and Experience:
  • Bachelor’s Degree in Finance, Accounting, Real Estate, or a related business field.
  • Advanced degree (MBA, MS Real Estate, or MS Finance) a plus.
  • Senior housing or healthcare real estate experience is required.
  • Two to five years in a financial analysis, FP&A, or asset management analyst role.
  • Direct experience preparing investor or capital partner reporting packages highly valued.
• Knowledge, Skills and Abilities:
  • Language Ability:
    • Ability to communicate effectively in writing and verbally at all levels of the organization.
    • Ability to read and interpret documents including financial statements, procedural manuals, and investment materials.
    • Ability to write clear, executive-quality reports, variance commentaries, and correspondence.
  • Mathematical Skills:
    • Ability to compute ratios, percentages, and comparisons to properly evaluate financial and operational data.
    • Ability to construct and interpret multi-variable financial models, sensitivity tables, and scenario analyses.
  • Cognitive Demands:
    • Ability to synthesize large, complex datasets into clear and actionable findings.
    • Ability to manage multiple concurrent priorities and deliverables in a fast-paced environment.
    • Ability to deal with problems involving several concrete variables and exercise sound independent judgment.
  • Computer Skills:
    • Advanced Excel skills required, including complex financial modeling, dynamic functions, and scenario analysis.
    • Experience with Power BI or comparable data visualization tools (Tableau, Qlik, etc.) strongly preferred.
    • Proficiency with Microsoft Office suite (Word, Outlook, PowerPoint).
    • Familiarity with senior housing operating systems (Yardi, PointClickCare, MDS, or similar) a plus.
  • Competencies:
    • Strong project management skills and follow-through to successfully complete projects on deadline.
    • Exceptional communication skills to convey financial findings and recommendations to key stakeholders.
    • Ability to present complex analytical findings to a wide range of audiences including capital partners and executive leadership.
    • Detail oriented with excellent organizational and time management skills.
    • Must demonstrate good judgment, intellectual curiosity, and sound decision-making skills.
    • Commitment to supporting organizational goals and values.
  • Environmental Adaptability:
    • Works indoors in a climate-controlled setting.
    • Travel up to 25% of the time as needed to successfully complete all essential duties and responsibilities.
    • Possible exposure to chemicals as identified in the MSDS Manual.
  • Physical Requirements:
    • While performing the duties of this Job, the employee is regularly required to sit and talk or hear.
    • The employee is frequently required to stand; walk and use hands to finger, handle, or feel.
    • The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl.
    • The Team Member must regularly lift and /or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
    • Specific vision abilities required by this job include close vision.