Position Title

Manager, Financial Planning & Analysis

Job Family

Finance

Reports To

Chief Compliance Officer

Supervises

No direct reports; provides mentorship, project prioritization, and workload direction to Financial Analysts

Partners With

Chief Growth & Experience Officer; Executive Directors; Regional Directors of Operations; Business Office Managers; third party accounting services

FLSA Classification

Exempt (Salaried)

EEO Category

First/Mid-Level Officials & Managers

Employment Type

Full-Time  |  Oklahoma Support Center / Remote

Scope

Portfolio-Wide  |  Independent Living (IL), Assisted Living (AL), and Memory Care (MC)

Travel Requirement

Occasional travel to the Support Center and to communities; all travel expenses fully covered by Milestone

Effective Date

2026

Salary Range - $85,000 - $110,000 

Position Summary

The Manager, Financial Planning & Analysis supports the Chief Compliance Officer by providing financial insight and analysis focused on Milestone's assisted living communities. Reporting to the Chief Compliance Officer, this role builds and maintains financial models, monitors community-level performance, and uses sound judgment to identify opportunities for business improvement across the assisted living portfolio.

This is a hands-on analytical role with portfolio-wide visibility. The FP&A Manager provides direct analytical support to community leadership and the Senior Leadership team on matters related to independent living, assisted living, and memory care financial performance, and serves as the coordination point between Milestone, its communities, and third party accounting services on payables and general accounting matters. The role balances rigorous analysis with operational partnership: models are built to be used, reporting is distributed proactively rather than on request, and anomalies are surfaced early enough to be corrected.

The FP&A Manager exemplifies Milestone's three core values — Compassion, Innovation, and Accountability — in every interaction with Team Members, community leaders, vendors, and Support Center partners. Financial work in senior living is never abstract: every number represents a resident's home, a Team Member's schedule, and a community's ability to deliver care.

Our Core Values in Practice

Core Value

How It Shows Up in This Role

Compassion

We lead with empathy and genuine care. The FP&A Manager remembers that budgets, rent increases, and staffing models affect residents and Team Members directly, presents financial findings without blame, and supports community leaders in understanding their numbers rather than simply reporting on them.

Innovation

We seek better ways to work. The FP&A Manager improves and automates forecasting and reporting tools, replaces manual workarounds with durable models, and brings forward analysis leadership did not know to ask for.

Accountability

We own our outcomes. The FP&A Manager delivers accurate work on committed dates, digs to root cause rather than reporting symptoms, escalates anomalies to the Chief Compliance Officer promptly, and stands behind every number presented to Senior Leadership.

Reporting Relationship & Scope of Authority

The Manager, Financial Planning & Analysis reports directly to the Chief Compliance Officer and works in close partnership with the Chief Growth & Experience Officer, Regional Directors of Operations, and community Executive Directors. The FP&A Manager exercises delegated authority to:

• Build, own, and maintain the financial models, forecasts, and reporting used for community-level and portfolio-level performance monitoring across independent living, assisted living, and memory care.

• Define the metrics, KPIs, formats, and distribution cadence of recurring financial reporting to community and senior leadership, subject to review by the Chief Compliance Officer.

• Request, review, and challenge financial information produced by third party accounting services, and coordinate resolution of payables and general accounting issues between the third party firm, the Support Center, and communities.

• Escalate financial anomalies, variance trends, control gaps, and data integrity concerns directly to the Chief Compliance Officer without delay.

• Prioritize and direct the analytical workload of Financial Analysts supporting assisted living communities, and recommend development actions to the Chief Compliance Officer.

• Develop proformas and financial scenarios for potential new assisted living business as assigned by the Chief Growth & Experience Officer and the Chief Compliance Officer.

Essential Functions

Financial Analysis & Business Improvement

• Identify business opportunities and drive improvement across assisted living communities through rigorous analysis.

• Build and maintain financial models supporting occupancy, revenue, labor, expense, and margin analysis at the community and portfolio level.

• Dig into potential issues to identify root causes, and proactively take action to resolve or prevent them before they escalate.

• Provide direct analytical support to community leadership and the Senior Leadership team on independent living, assisted living, and memory care financial performance.

• Assist with special projects as requested and prepare ad hoc analyses on a regular basis.

Reporting, Metrics & KPIs

• Proactively create and distribute reporting with a broad range of metrics and KPIs specific to assisted living operations, so community and senior leadership can make informed strategic decisions.

• Monitor community-level performance against budget, forecast, and prior period, and explain variance drivers in clear operational terms.

• Ensure reporting is accurate, consistently formatted, and delivered on a reliable cadence that leaders can plan around.

Systems, Tools & Automation

• Support initiatives to improve and automate tools and systems for forecasting and reporting for the Milestone community portfolio.

• Maintain model documentation, version control, and source-data integrity so analysis is reproducible and auditable.

• Leverage Yardi, Yardi Elevate, Yardi 7s, and advanced Excel capability to reduce manual effort and improve data reliability.

Team Development & Workload Prioritization

• Assist in the development and mentorship of Analysts supporting assisted living communities, and help prioritize their projects and workload.

• Review analyst work for accuracy and clarity before it reaches community or senior leadership.

• Foster teamwork with coworkers and Team Members, show initiative in overcoming obstacles, and take actions that assist others beyond assigned job responsibilities.

Third Party Accounting Coordination

• Coordinate communication regarding payables and general accounting issues between third party accounting services, Milestone, and assisted living communities.

• Monitor the financial health of all Milestone communities as reported by third party accounting services; escalate anomalies to the Chief Compliance Officer.

• Provide input on the general oversight of accounting services performed by the third party accounting firm as it relates to assisted living communities.

• Occasional travel to the Support Center to monitor the accounting team.

Budgeting, Rent Increases & Growth Support

• Support the yearly budgeting process for Milestone communities.

• Support the community rent increase process for Milestone communities.

• Develop and maintain proformas related to potential new assisted living business, as assigned by the Chief Growth & Experience Officer and the Chief Compliance Officer.

• Occasional travel to assisted living communities to gain deeper insight into community operations.

• Perform other duties as assigned.

Performance Metrics & Standards

The Manager, Financial Planning & Analysis is evaluated on analytical accuracy, reporting discipline, and measurable contribution to community financial performance. Targets are set annually with the Chief Compliance Officer and reviewed monthly.

Accuracy & Delivery Metrics

Metric

Target / Standard

Reporting Timeliness

Recurring community and portfolio reporting delivered on the published cadence each period, without reminder.

Analytical Accuracy

Zero material errors in reporting or models distributed to community or senior leadership; corrections issued proactively when found.

Model Integrity

Models documented, version controlled, and traceable to source data; no undocumented manual overrides.

Budget Cycle Support

Annual budget deliverables completed within the published budget calendar for every assigned community.

Rent Increase Support

Rent increase analysis and supporting schedules delivered on schedule and validated before distribution.

Ad Hoc Responsiveness

Ad hoc analysis requests acknowledged promptly with a committed delivery date, and delivered on that date.

Business Impact Metrics

Metric

Target / Standard

Opportunity Identification

Documented improvement opportunities identified and quantified each quarter across the assisted living portfolio.

Variance Explanation

Material community variances explained with root cause and recommended action, not simply reported.

Automation Progress

Measurable reduction in manual reporting effort year over year through tool and system improvement.

Proforma Quality

New business proformas supported by defensible assumptions and delivered within the timeline set by the Chief Growth & Experience Officer.

Decision Support

Community and senior leaders report that reporting and analysis are usable, timely, and materially informing decisions.

Partnership & Escalation Metrics

Metric

Target / Standard

Anomaly Escalation

Financial anomalies and control concerns escalated to the Chief Compliance Officer promptly and in writing.

Third Party Coordination

Payables and general accounting issues tracked to resolution with clear ownership and no items aging without action.

Analyst Development

Analyst workload prioritized, work reviewed, and development feedback provided on a consistent cadence.

Community Partnership

Positive feedback from Executive Directors and Regional Directors on responsiveness, clarity, and support.

Confidentiality

Financial, resident, and Team Member information handled confidentially and shared only with those authorized to receive it.

Qualifications & Competencies

Required Education & Experience

• Bachelor's degree in Finance or Accounting required. MBA is a plus.

• Three or more years of relevant financial analysis experience required.

• Prior supervisory or lead-analyst experience preferred.

• Working knowledge of the health care industry required; senior living experience preferred.

• Advanced Microsoft Excel skills required, including but not limited to SUMIFS, pivot tables, and VLOOKUPs. VBA experience is beneficial.

• Experience with Yardi highly preferred, including knowledge of Yardi Elevate and Yardi 7s.

• Must be able and willing to travel occasionally to the Support Center and to assisted living communities.

Certifications, Licenses & Other Special Requirements

None required for this position.

Essential Skills & Competencies

• Financial Acumen: solid knowledge of financial statements and financial modeling, with the ability to translate financial results into operational meaning.

• Analytical Rigor: strong analytical and problem-solving skills; able to dig into potential issues to identify root causes and proactively resolve or prevent them before they escalate.

• Teamwork & Initiative: fosters teamwork with coworkers and Team Members, shows initiative in overcoming obstacles, and takes actions that assist others beyond assigned job responsibilities.

• Communication: strong written, verbal, and grammatical skills, strong personnel skills, and positive community relations skills; able to interact with and adapt presentations and communications to all levels and across all functions within the organization.

• Self-Direction: self-motivated, with the ability to work independently with minimal direction in a remote and hybrid environment.

• Organization & Accuracy: excellent organizational and time management skills; highly detail oriented and accurate.

• Judgment & Discretion: uses mature judgment to identify and analyze problems before they become critical, and handles confidential financial information appropriately.

Tools & Technology

Category

Platforms & Tools

Property & Financial Systems

Yardi, Yardi Elevate, and Yardi 7s; third party accounting service reporting platforms and general ledger output.

Analysis & Modeling

Advanced Microsoft Excel including SUMIFS, pivot tables, VLOOKUPs, and data modeling; VBA beneficial.

Reporting & Presentation

Microsoft PowerPoint, Word, and Power BI or comparable reporting and dashboard tools.

Collaboration

Microsoft Teams, Outlook, and SharePoint for reporting distribution, document control, and version management.

Operational Data

Occupancy, census, labor, and clinical operational reporting used to contextualize financial results.

What Milestone Offers

What You Get

Detail

Full Benefits Package

Medical, dental, vision, and retirement.

Remote Flexibility

Oklahoma Support Center based with a remote-capable, results-first work model.

Paid Travel

All Support Center and community travel fully covered.

Executive Visibility

Direct analytical partnership with the Chief Compliance Officer and Senior Leadership team.

Beyond the package: portfolio-wide visibility, ownership of the models and reporting that leadership actually uses, and the chance to make senior living communities financially stronger so they can keep doing the work that matters.

Physical Demands

Item

Applies?

Standing

Yes

Walking

Yes

Sitting

Yes

Use hands and fingers to handle or feel

Yes

Reach with hands and arms

Yes

Climb or balance

No

Stoop, kneel, crouch, or crawl

Yes

Talk or hear

Yes

Taste or smell

No

Ability to lift up to 25 pounds

Yes

Ability to lift up to 50 pounds

No

Vision

Yes

Working Conditions

Item

Applies?

Requires interaction with co-workers, residents or vendors

Yes

Occasional weekend, evening or night work if needed to ensure shift coverage

Yes

On-Call on an as needed basis

No

Possible exposure to communicable diseases and infections

Yes

Potential injury from transferring, repositioning, or lifting residents

No

Exposure to latex

No

Possible exposure to blood-borne pathogens

No

Possible exposure to various drugs, chemical, infectious, or biological hazards

No

Subject to injury from falls, burns, odors, or cuts from equipment

No

Requires travel occasionally

Yes

Requires travel frequently

No

Nature of work allows for remote/hybrid work

Yes

Professional office environment. Uses PC, telephones, word processing, and other standard office equipment. Attends business related functions. Occasional travel to the corporate office and to assisted living communities.

Management / Decision Making

May assist in the direction and development of Analysts supporting assisted living communities. Self-directed and able to use mature judgment to find and analyze problems before they become critical. Provides input on the general oversight of accounting services performed by the third party accounting firm as it relates to assisted living communities.

Equal Opportunity Statement

Milestone Retirement Communities provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or any other characteristic protected by law. Milestone complies with applicable federal, state, and local laws governing nondiscrimination in employment in every location in which the company has communities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Note: All duties and responsibilities listed are considered essential job functions and requirements, and are subject to possible modification to reasonably accommodate individuals with disabilities. Marginal functions of the position have not been included, and the omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment. This job description does not constitute an employment agreement between Milestone Retirement Communities and the Team Member, and is subject to change as the needs of the organization and the requirements of the position change.