Sr Manager FP&A & Finance Operations

Key Responsibilities

• Lead the annual budget process, including the budget timeline, operating budget, capital budget, and budget reports packet.
• Collaborate with management at all levels to ensure accurate and timely budget development and full participation from relevant team members.
• Oversee review of allocation methodologies, assumptions, and key budget drivers across business lines.
• Prepare and supervise internal and external reporting deliverables, including management reports, debt covenant reporting, surveys, benchmark reports, IRS Form 990 support, Medicare and Medicaid cost report support, and rating agency data requests.
• Oversee statistical reporting and support preparation, interpretation, and communication of financial and operational trends for leadership.
• Lead financial planning and analysis projects, including annual profitability studies, fee increase calculations, long-range financial forecasts, scenario modeling, and ad hoc analyses.
• Work with external consultants and advisors to review and interpret financial forecasts, profitability analyses, benchmark studies, Future Service Obligation reports, actuarial reports, and other strategic analyses.

Skills/Qualifications

• Degree in Accounting, Finance, or related field required.
• MBA and/or CPA preferred.
• Six to ten years of progressive responsibility in FP&A, accounting, budgeting, financial reporting, finance operations, or related finance leadership roles.
• Experience leading annual budgeting, long-range planning, financial reporting, and analytical support required.
• Experience with process improvement, workflow documentation, systems implementation or enhancement, and cross-functional finance operations support preferred.

About Presbyterian Living

We are an independent, not-for-profit senior living organization offering a full continuum of care— including independent living, assisted living, skilled nursing, and memory care. Since 1904, we’ve welcomed people from all backgrounds across our communities in Evanston (Westminster Place & Ten Twenty Grove), Lake Forest (Lake Forest Place), and Arlington Heights (The Moorings).