Senior Financial Analyst

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Senior Living Financial Analyst - Excellent Career Growth Potential!

Belmont Village Senior Living is among the nation’s premier senior living companies with decades of proven success in the development, operation and management of luxury Independent Living, Assisted Living & Memory Care communities. Providing our teams with reliable support from our Houston Corporate Office allows them to efficiently and effectively deliver the exceptional care and services our residents and their families have come to expect. With over 30 operating communities and a robust pipeline of new development planned across the country, our Finance team is growing! New Finance graduates from top-tier institutions with relevant internship experience encouraged to apply. This position will be based in the Houston Corporate Office and is not eligible for remote or hybrid work.

THE BELMONT VILLAGE DIFFERENCE

PURPOSE

Assists the FP&A team in the monitoring of business performance, as well as the preparation of budgets and forecasts, leveraging data and technology to deliver business insights.

ESSENTIAL FUNCTIONS

• Assists in the preparation of detailed budgets and forecasts by gathering relevant data, developing comprehensive financial models, validating assumptions, and analyzing variances between actual and budgeted financial results
• Develops complex financial models in Excel to analyze data, forecast future performance, and aid strategic decision-making for Finance, Sales, and Operations teams
• Conducts in-depth financial analysis, including but not limited to financial statement analysis, ratio analysis, and trend analysis to identify key insights and trends
• Provides analytical support to optimize performance
• Tracks key performance indicators used to facilitate senior management decisions
• Researches variances to plan and summarizes trends to highlight insights supported by data
• Assists in the production of lender and financial partner reports
• Produces necessary information for business units to monitor the execution of business plans
• Performs other duties and participate on special projects, as assigned

MINIMUM REQUIREMENTS

QUALIFICATIONS

• Minimum 2 years experience in financial analysis in Senior Living or similar industries
• MBA from a top-tier institution with a BA in Finance, Real Estate or related is a plus
• Willing and able to work a flexible schedule as the business needs require which may include early mornings, late evenings or weekends
• Willing and able to travel 5-10% of the time with potential for out-of-area and overnight stays domestically.

KNOWLEDGE, SKILLS AND ABILITIES

• Excellent written and verbal communication skills
• Collaborative team member
• Sense of urgency, flexible and forward thinking
• Ability to handle multiple tasks and maintain accuracy, control and order amongst continual change in a fast-paced, highly entrepreneurial and collaborative environment
• Self-motivated and able to handle projects with limited direction
• Advanced proficiency with MS Office including Excel
• Knowledge of accounting principles and financial statement analysis is required