Director of Financial Planning and Analysis

2 weeks ago

Scottsdale, United States Cogir Senior Living Full time

**THE COMPANY**

Join our dynamic team at COGIR Management USA, a subsidiary of Canada's COGIR Real Estate. Specializing in modern aging management, we operate 66 senior living communities across 10 states, encompassing over 7,500 units. Since our inception in 2018, we have seen robust growth through strategic acquisitions, including the notable Cadence Senior Living. Our goal is to further expand across the United States, building on our reputation as a national leader in senior housing. We are dedicated to delivering unparalleled care and amenities, fostering a thriving environment for both residents and team members. Our culture is anchored in Human Focus, Creativity, and Excellence, and we are committed to continual improvement in the senior living industry.

**THE POSITION**

The **Director of Financial Planning and Analysis** will be a key direct report to the Chief Executive Officer of the US operating company. They will lead the company's budgeting, reporting, business intelligence, forecasting, and underwriting processes.

This position will have a key reporting function to executive leadership and our ownership partners. They will manage a team of 3 Financial Analysts, with the main responsibility of supporting Cogir USA with all aspects of forecasting and growth strategies.

**RESPONSIBILITIES**
- Lead the annual budgeting and quarterly forecasting processes focusing on underlying business drivers, key financial and operating metrics, and financial sensitivity analysis.
- Develop reporting for forecasting and monthly financial results analysis to be utilized by senior management.
- Ownership of performance management benchmarking platform and reporting key performance indicators (KPIs) linking company strategy with business outcomes.
- Lead regular ownership calls, reporting KPIs on a monthly, quarterly, and annual basis that compare actual versus budgeted information driving business insights for more effective management.
- Design and develop business analytical tools and analysis focused on operational efficiency metrics and measures, working closely with our ownership partners
- Support Regional VPOs and Executive Directors with financial and business analytics reporting for more effective property-level financial management.
- Gather property-specific & market information by researching a variety of sources including industry, regulatory, and economic information, demographic data, and property information.
- Supervise, develop, and mentor a team of 3 Financial Analysts, and lead the recruiting efforts for future vacancies in the department.
- Lead the underwriting, due diligence, closing, and implementation processes of acquisitions, developments, and dispositions.
- Ad hoc analysis and projects as needed.

**CANDIDATE QUALIFICATIONS and EXPERIENCE**

Education: Strong academic background with a bachelor's degree required. An MBA, CFA, or other relevant advanced degree is preferred. The following experience is preferred:

- Bachelor's and/or master's degree in business, Finance, Economics, or a related field.
- 5-8 years of experience in financial analysis, asset management, and/or FP&A, with a portion of this time in a management position.
- Senior Housing, Hospitality, Multifamily, or Commercial Real Estate industry background is preferred, with experience working with an Owner/Developer of senior housing, multifamily, or mixed-use projects.
- Proficiency with Microsoft Office Suite with an expert-level skillset in Microsoft Excel
- Strong Financial Modeling skills
- Advanced experience with analytical visualization tools like Power BI, Tableau, and others.
- Strong analytical and financial management skills.
- An energetic, organized, creative, and highly motivated person with the ability to work independently and collaboratively.
- Strong work ethic and ability to support multiple projects in parallel and prioritize competing demands under the pressure of time-sensitive deadlines.
- Excellent interpersonal, verbal, and written communication skills, and ability to motivate.
- Strength of character and flexible style to work successfully with a range of people, from staff to executives, and from property owners to outside investors.
- Highly driven and motivated to join a team that offers a tremendous opportunity to grow personally and professionally.
- Lives within 30 miles of, or willing to relocate to Scottsdale, AZ.

**WORK SETTING**
- In-person, Monday to Friday.
- Corporate Office in Scottsdale, AZ.
- Limited travel.

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