Senior Financial Analyst

About the role

We are seeking a highly analytical and strategic Senior Financial Analyst to lead Revenue and Pricing Management initiatives within our senior housing portfolio. This role is responsible for optimizing pricing strategies, driving occupancy and revenue growth, and delivering actionable insights through advanced financial modeling and market analysis.

Responsibilities

• Develop and implement dynamic pricing strategies across independent living, assisted living, and memory care communities to maximize revenue and occupancy.
• Evaluate the effectiveness of various revenue optimization, pricing, and discounting initiatives.
• Analyze market trends, competitive positioning, and local demand to inform pricing decisions and strategic initiatives.
• Partner with operations, sales, and marketing teams to align pricing strategies with community-level goals and broader organizational objectives.
• Build and maintain financial models to evaluate pricing scenarios, promotional strategies, and capital investments.
• Monitor key performance indicators (KPIs) such as occupancy rates, RevPOR (Revenue Per Occupied Room), and lead-to-move-in conversion rates.
• Provide regular reporting and executive-level presentations with data-driven recommendations.
• Ensure data integrity across systems and continuously improve reporting tools and processes.
• Provide strategic support to regional teams including Operations, Sales, Clinical, Dining, and Asset Management.
• Build models and perform ad-hoc financial analysis for divisional, regional, and senior leadership teams.
• Identify and lead the development of high-impact value-add analysis on business drivers, trends, and risk/opportunities using internal and external data.
• Assist divisional, regional, and community teams through projections and the annual budgeting cycle.
• Drive analysis of the division’s price strength and impact of discount and incentive practices.
• Drive ROI analysis process for New Economics capex proposals.
• Suggest and implement cost reduction targets and track progress toward achieving goals.
• Assist in the preparation of monthly and quarterly division and region updates.
• Provide training, as needed, to regional and community teams related to FP&A.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, Business Analytics, Data Science, or a related field required.
• Minimum of 3 years of progressive financial analysis experience, with 1 year in the senior housing, hospitality, healthcare, real estate, or related industry highly desired.
• Chartered Financial Analyst (CFA) designation highly valued, but not required.
• Advanced proficiency in financial modeling and data analysis tools (e.g., Excel, Tableau, SQL, Oracle, SmartView/Essbase or similar platforms).
• Exceptional analytical, problem-solving, and critical-thinking skills.
• Strong communication skills with the ability to present complex financial concepts to non-financial stakeholders.
• Bachelor’s degree (B.A.) from a four-year college or university preferred; and three to five years of related experience and/or training; or equivalent combination of education and experience.

Skills

• Extensive knowledge of a distinct skill or function and a thorough understanding of the organization and work environment.
• Working knowledge of a functional discipline with a history of performing market-level research.
• Advanced skills in Microsoft Word and Excel.
• Strong interpersonal and organizational skills.
• Ability to manage large projects.

Benefits

• Medical, Dental, Vision insurance
• 401(k)
• Associate assistance program
• Employee discounts
• Referral program
• Early access to earned wages for hourly associates (outside of CA)
• Optional voluntary benefits including ID theft protection and pet insurance
• Paid Time Off (Full Time Only)
• Paid holidays (Full Time Only)
• Company-provided life insurance (Full Time Only)
• Adoption benefit (Full Time Only)
• Disability (short and long term) (Full Time Only)
• Flexible Spending Accounts (Full Time Only)
• Health Savings Account (Full Time Only)
• Optional life and dependent life insurance (Full Time Only)
• Optional voluntary benefits including accident, critical illness, and hospital indemnity insurance, and legal plan (Full Time Only)
• Tuition reimbursement (Full Time Only)
• Advancement of naturalization (Form N-400) application costs, up to $725, less applicable taxes and withholding, for qualified associates who have been with the company for at least one year.

Pay

Base pay in range will be determined by applicant’s skills and experience.