Senior Financial Analyst- Senior Housing

About the role

This role supports investment, asset management, and strategic growth initiatives through financial analysis, market research, underwriting, and portfolio analytics. This position partners with senior leadership to evaluate opportunities, monitor portfolio performance, and provide data-driven insights that support business decisions.

Responsibilities

• Reflect the Core Values and Core Focus of TCSLS
• Evaluate and analyze acquisition, development, and disposition opportunities
• Develop and maintain investment underwriting, valuation, forecasting, and financial models
• Conduct market research and competitive analysis using operational, demographic, financial, and industry data
• Analyze operating performance including occupancy trends, revenue, labor, expenses, NOI, and key performance indicators
• Prepare investment summaries, executive presentations, and supporting materials for leadership review
• Absorb and support transaction processes including due diligence, financial review, data organization, and closing support
• Develop and maintain asset management reporting tools to evaluate portfolio performance and strategic initiatives
• Possess and utilize technology and analytical tools to improve efficiency, reporting, and business intelligence
• Maintain regular, on-site attendance as scheduled

Requirements

• Bachelor’s degree in Finance, Accounting, Real Estate, Economics, Business Administration, or related field
• 3-5 years of progressive experience in financial analysis, real estate investments, asset management, acquisitions, private equity, capital markets, or related field
• Preferred: Senior housing, healthcare real estate, or multi-site operational experience
• Preferred: Experience with financial modeling, investment analysis, budgeting, forecasting, and performance reporting
• Preferred: MBA, CFA, or related professional designation
• Advanced proficiency in Microsoft Excel and financial modeling
• Strong analytical and critical thinking skills
• Excellent verbal and written communication skills
• Detail-oriented with a focus on accuracy and process improvement
• Ability to work independently and as part of a team
• Demonstrates professionalism, confidentiality, ownership, and sound judgment
• Willingness to perform additional duties as assigned

Qualifications

Education/Experience Requirements:

• Bachelor’s degree in Finance, Accounting, Real Estate, Economics, Business Administration, or related field
• 3-5 years of progressive experience in financial analysis, real estate investments, asset management, acquisitions, private equity, capital markets, or related field
• Preferred: Senior housing, healthcare real estate, or multi-site operational experience
• Preferred: Experience with financial modeling, investment analysis, budgeting, forecasting, and performance reporting
• Preferred: MBA, CFA, or related professional designation

Skills

• Advanced proficiency in Microsoft Excel and financial modeling
• Strong analytical and critical thinking skills
• Excellent verbal and written communication skills
• Detail-oriented with a focus on accuracy and process improvement

Benefits

On-Demand Pay, Competitive salary, 401(k) retirement plan, Opportunities for professional growth and development, A supportive, inclusive work environment where you can make a meaningful impact, Comprehensive health, dental, vision, and voluntary benefits for eligible full-time employees, The opportunity to be part of a growing, vibrant company