Financial Planning & Analysis (FP&A) Analyst
About the Company
A globally recognized, publicly traded healthcare real estate and wellness infrastructure company—and a member of the S&P 500—is redefining the future of senior living, healthcare infrastructure, and wellness-focused communities across North America and internationally.
With a portfolio of more than 1,500 senior housing, wellness, and healthcare communities across the United States, Canada, and the United Kingdom, the organization operates at the intersection of healthcare, hospitality, housing, and data-driven real estate investment.
By combining sophisticated real estate strategy with healthcare-focused operational excellence, the company creates purpose-driven environments that enhance quality of life for seniors while supporting evolving healthcare needs. Its portfolio includes large-scale healthcare infrastructure, assisted living, and memory care communities focused on personalized care, coordinated healthcare delivery, and higher-acuity resident populations.
Driven by innovation, analytics, operational discipline, and long-term strategic growth, the organization has established itself as a leader in one of today's fastest-growing and most resilient industries. The culture is collaborative, entrepreneurial, and performance-oriented, encouraging employees to think independently, solve complex challenges, and make meaningful contributions across the business.
This is an exceptional opportunity to join a world-class organization offering exposure to sophisticated portfolio analytics, operational finance, executive-level strategy, and healthcare-focused real estate within a dynamic, fast-paced environment.
Position Overview
The FP&A Analyst will support financial planning, forecasting, operational analysis, and portfolio performance initiatives across a dynamic senior housing and healthcare real estate platform.
This role partners closely with Finance, Operations, and Executive Leadership to deliver actionable insights, support strategic decision-making, and improve portfolio performance through data-driven analysis and reporting.
Primary responsibilities include budgeting, forecasting, variance analysis, financial modeling, operational reporting, and cross-functional business support across multiple communities and operating segments.
The ideal candidate is analytical, detail-oriented, intellectually curious, and thrives in a fast-paced, collaborative environment with exposure to senior leadership.
Key ResponsibilitiesFinancial Planning & Forecasting
- Support property-level and portfolio-level budgeting and forecasting processes.
- Conduct variance analysis and identify key operational and financial performance drivers.
- Develop and maintain financial models, dashboards, and reporting tools.
- Support quarterly reporting and financial review processes.
Financial & Operational Analysis
- Analyze occupancy trends, labor metrics, operating expenses, and overall portfolio performance.
- Assist with financial and operational analysis to improve property-level performance.
- Analyze property, operator, and portfolio financial statements, including:
- Income Statements
- Balance Sheets
- Cash Flow Statements
Business Partnership
- Partner cross-functionally with Operations, Finance, and Leadership to support strategic decision-making.
- Prepare recurring and ad hoc financial reports, executive presentations, and analytical summaries.
- Support operational reporting, financial systems, and business intelligence initiatives.
- Participate in regular business performance meetings with leadership teams.
Strategic Initiatives
- Assist with strategic initiatives, acquisitions, portfolio analysis, and other finance projects.
- Support continuous process improvements through analytics and reporting.
QualificationsRequired Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 1–3 years of experience in:
- Financial Planning & Analysis (FP&A)
- Corporate Finance
- Accounting
- Investment Analysis
- Consulting
- Or a related analytical field
- Strong financial modeling and analytical skills.
- Advanced proficiency in Microsoft Excel.
- Excellent communication and presentation skills.
- Strong organizational skills with exceptional attention to detail.
- Ability to manage multiple priorities in a fast-paced environment.
- Ability to translate complex financial data into actionable business insights.
Preferred Qualifications
- MBA, CPA, or other advanced financial certifications.
- Experience within:
- Healthcare
- Real Estate
- REITs
- Hospitality
- Senior Housing
- Multi-site Operations
- Experience using:
- Power BI
- Tableau
- Anaplan
- Other financial planning or business intelligence platforms
Why This Opportunity Stands Out
This role offers significantly more exposure than a traditional FP&A position. You'll gain experience in:
- Sophisticated portfolio and operational finance
- Executive leadership exposure
- Strategic planning initiatives
- Healthcare real estate investment
- Financial modeling and analytics
- Portfolio performance optimization
- Cross-functional collaboration with Finance, Operations, and Leadership
- A rapidly growing and evolving healthcare and senior living industry
This is an excellent opportunity for an early-career finance professional looking to accelerate their career while gaining meaningful exposure to executive-level strategy within a highly respected, publicly traded organization.
Location:
- Toledo, OH 43604 (Required)
Work Location: In person
