Senior Financial Analyst

Key Responsibilities

• Build and maintain detailed, robust, and complex financial models to evaluate senior living development projects, including pro forma analysis, scenario modeling, and sensitivity testing.
• Provide comprehensive analysis for asset sales, recapitalizations, corporate capital raise, project-level bond issuances, fund structures, and other strategic financial opportunities.
• Conduct in-depth market research and interpret data on demographic trends, economic factors, and competitive landscapes to inform investment decisions.
• Prepare and manage budgets, cash flow forecasts, dashboards, and variance analyses to support project and corporate financial planning.
• Partner with development, construction, operations, and other cross-functional teams to align on project goals, timelines, and financial metrics.
• Prepare and deliver high-quality financial reports and presentations for senior leadership, investors, and external stakeholders, translating complex financial data into actionable insights.
• Ensure all financial analyses, models, and transactions comply with company policies and external regulations, maintaining meticulous records and audit trails.
• Serve as a trusted advisor to senior leadership, delivering insightful financial reports and presentations to guide decision-making.
• Collaborate with development, construction, and operational teams to ensure alignment on project milestones, budgets, and financial performance goals.
• Provide guidance and mentorship to junior analysts, fostering a culture of learning and growth within the finance team.
• Work on variety of ad hoc projects and requests as needed.

Skills, Knowledge, & Expertise

• Bachelor’s degree in Finance, Economics, Real Estate or a related field.
• 6+ years’ experience in real estate development financial analysis with a focus on healthcare real estate preferred.
• Advanced proficiency in Microsoft Excel, with familiarity in PowerPoint and other Office Suite tools.
• Experience with real estate financial software or databases (Argus, CoStar, etc.) is a plus.
• Strong quantitative and analytical capabilities, with the ability to synthesize complex data into actionable insights.
• Strong analytical and problem-solving skills, with the ability to interpret complex datasets and provide clear, actionable insights.
• Excellent written and verbal communication skills, including the ability to present findings to both technical and non-technical audiences.
• Highly organized with strong attention to detail and accuracy.
• Collaborative mindset with the ability to work effectively within a multidisciplinary team environment.
• Demonstrated ability to lead cross-functional initiatives and mentor team members, contributing to a high performing team culture.
• Self-starter with a proactive approach to problem-solving and a strong desire to learn and grown within the real estate development industry.

Benefits

• Compensation: $125,000 - $140,000 / year
• Eligible for discretionary benefits: performance bonus
• Eligible for standard employee benefit elections: Medical, Dental, Vision, 401K, FSA, HSA, Commuter Benefits, Employee Assistance Program, Life Insurance (employee and dependents), Short-term disability (STD), Long-term disability (LTD), Accidental death & dismemberment (AD&D), vacation days, sick days, and other benefits
• Travel: this position will not require travel

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