Senior Financial Analyst Senior Housing Business Optimization

3 weeks ago


Chicago, United States Ventas Full time

Job Description:The Senior Financial Analyst, Senior Housing Business Optimization is a key member of the newly-formed Senior Housing Business Optimization group within Ventas.The Ventas Senior Housing Business Optimization team is a lean group comprised of a Vice President, a Director and this role. The team is highly cross functional, facilitating projects across Investments, Asset Management, Legal, Tax IT, Risk and Finance teams and ensures coordinated execution and alignment of business priorities for a $40+ billion S&P 500 real estate investment trust.The Senior Financial Analyst will have the opportunity to work on advancing portfolio performance and operational excellence across Ventas’s senior housing platform. Reporting to the Director, this role is responsible for developing actionable insights, supporting performance improvement initiatives, and partnering with operators and cross-functional teams to enhance NOI and resident outcomes.This high-impact position offers significant exposure to executive leadership and the opportunity to contribute to strategy execution, data-driven decision-making, and cross-departmental alignment. The ideal candidate is a strong critical thinker, collaborative, intellectually curious, and excited to support one of the most dynamic real estate portfolios in the industry.Portfolio Performance & Strategic AnalysisBuild, manage, and enhance financial forecast models, earnings projections, and performance dashboards as-neededAnalyze operator submissions, portfolio KPIs, macroeconomic trends, and industry benchmarks to generate insights that inform operational strategies and business decisionsSupport of Key Portfolio ActionsLead portfolio segmentation efforts to help inform proactive portfolio strategies including opportunities for disposition and transitionSupport portfolio positioning strategies, including SWOT analyses, hold/sell evaluations, and performance deep divesAssist and eventually lead onboarding new operators and support the execution of operator transitions, ensuring seamless handoffs and continuity of careContribute to the structuring and monitoring of management agreementsOperator EngagementEngage with any of the Ventas’ 35+ SHOP operators on an as-needed basis for certain special projects or situations that require the Business Optimization team, in tandem with other internal partnersAnalyze operator-reported financials and market data at a strategic level to identify areas for performance improvement in certain areas of the profit and loss statement, and assist with the roll-out of initiatives across the portfolioCross-Functional CollaborationActs as a key point of contact across departments, collaborating with teams including Investments, FP&A, Legal, Tax, IT, Risk, and Construction & DevelopmentSupport the preparation of materials for leadership updates with other internal teams, including capital committee meetings, and cross-functional initiativesReporting & Executive SupportAssist in preparing content for quarterly earnings calls, board meetings, investor presentations, and internal leadership briefingsSupport monthly and quarterly performance reviews, business updates, and capital planning effortsLead other special and ad hoc projects as assigned by the VP or Director of Senior Housing Business OptimizationQualificationsBachelor’s degree in Finance, Economics, Real Estate, Mathematics, or a related business field4+ years of financial analysis experience; experience in real estate, healthcare, FP&A, or asset management a plusAdvanced Excel modeling skills required; experience with Power BI or similar tools a plusStrong understanding of financial statements and the ability to synthesize complex data into actionable insightsExcellent written and verbal communication skills with the ability to present findings to senior leadershipBias for action, strong initiative and results orientation, with a track record of generating results from multi-functional projectsAbility to thrive in a fast-paced, team-oriented environment with shifting prioritiesProactive, detail-oriented, and intellectually curious with a desire to grow and take ownershipVentas, Inc. offers a competitive compensation and benefits package to the successful candidate.Ventas, Inc. is an Equal Opportunity Employer.Ventas, Inc. does not accept unsolicited resumes from staffing agencies, search firms or any third parties. #J-18808-Ljbffr



  • Chicago, United States Ventas Full time

    Job Description: The Senior Financial Analyst, Senior Housing Business Optimization is a key member of the newly-formed Senior Housing Business Optimization group within Ventas. The Ventas Senior Housing Business Optimization team is a lean group comprised of a Vice President, a Director and this role. The team is highly cross functional, facilitating...


  • Chicago, United States Ventas Full time

    Job Description: The Senior Financial Analyst, Senior Housing Business Optimization is a key member of the newly-formed Senior Housing Business Optimization group within Ventas. The Ventas Senior Housing Business Optimization team is a lean group comprised of a Vice President, a Director and this role. The team is highly cross functional, facilitating...


  • Chicago, United States Senior Lifestyle Full time

    Senior Financial AnalystDo you have HEART? We are looking for individuals who can embrace our mission to purposely brighten and enrich the lives of those we serve with HEART; Hospitality, Excellence, Appreciation, Respect & Teamwork. The Senior Financial Analyst provides analytical support to operational leadership focusing on financial modeling, budgeting,...


  • Chicago, United States Senior Lifestyle Full time

    Company Description Do you have HEART? We are looking for individuals who can embrace our mission to purposely brighten and enrich the lives of those we serve with HEART; Hospitality, Excellence, Appreciation, Respect & Teamwork. The Senior Financial Analyst provides analytical support to operational leadership focusing on financial modeling, budgeting, and...


  • Chicago, Illinois, United States Senior Lifestyle Full time $120,000 per year

    Company Description Do you have HEART? We are looking for individuals who can embrace our mission to purposely brighten and enrich the lives of those we serve with HEART; Hospitality, Excellence, Appreciation, Respect & Teamwork. The Senior Financial Analyst provides analytical support to operational leadership focusing on financial modeling, budgeting, and...


  • Chicago, Illinois, United States Senior Lifestyle Full time $960,000 per year

    Company Description Do you have HEART? We are looking for individuals who can embrace our mission to purposely brighten and enrich the lives of those we serve with HEART; Hospitality, Excellence, Appreciation, Respect & Teamwork. The Senior Financial Analyst provides analytical support to operational leadership focusing on financial modeling, budgeting, and...


  • Chicago, United States Senior Lifestyle Full time

    Job DescriptionSalary Rate: Starting at $80,000Ability to communicate effectively with all levels of management, employees and outside contacts.Financial modeling, budgeting, and forecasting of existing assets.Develop process for internal reporting for measuring community performance along with senior leadership team.Manage monthly and quarterly financial...


  • Chicago, United States The LaSalle Network Full time

    Senior Financial AnalystWe are seeking a Senior Financial Analyst to join our team in Chicago. This is a pivotal role within the Finance department, responsible for managing business partnerships, driving business forecasting, and overseeing Financial Planning & Analysis (FP&A) activities. The ideal candidate will have a strong analytical mindset, business...


  • Chicago, United States University of Chicago Full time

    Senior Financial AnalystReporting to the Director of Financial Compliance, the Senior Financial Analyst supports the financial management and compliance activities of the Office of National Laboratories. This role is responsible for processing and reconciling day-to-day financial transactions, administering financial systems, and preparing budgets,...


  • Chicago, United States University of Chicago Full time

    Senior Financial AnalystThe Senior Financial Analyst helps senior management monitor the operating budget, revenue, and expenses. The Senior Financial Analyst will contribute to the development of long and short-term financial goals, business strategies and plans, and financial forecasts/models for CDC services. The Senior Financial Analyst helps improve...