Financial Planning and Analysis Manager

2 weeks ago


Vergennes, Vermont, United States Capital Senior Living Full time

Capital Senior Living is a prominent provider of residential communities for older adults, dedicated to offering secure and affordable living environments where residents can cultivate friendships, engage in enriching activities, and receive tailored support from committed staff.

Position Overview:

The Financial Planning and Analysis Manager will play a crucial role in enhancing the organization's financial strategy and analytical capabilities. This position will collaborate closely with executive leadership to deliver comprehensive budgeting, forecasting, reporting, and financial modeling.

Key Responsibilities:

  • Oversee and mentor team members
  • Deliver analytical insights for corporate departments
  • Develop and maintain financial models for budgeting and forecasting
  • Collaborate with operational teams to gather insights
  • Generate ad hoc reports and assist in the investment evaluation process
  • Support due diligence, acquisitions, and asset integration
  • Create and manage cash flow models
  • Report on cash positions and variances
  • Facilitate process enhancements
  • Assist in strategic decision-making processes

Qualifications:

  • Background in financial services or corporate finance
  • Preferred experience in management
  • Bachelor's degree in finance or an MBA
  • Exceptional quantitative abilities and meticulous attention to detail
  • Proficient in Excel and PowerPoint
  • Strong communication and interpersonal skills
  • Ability to perform well under pressure

Essential Skills and Knowledge:

  • Expertise in Excel and PowerPoint
  • Advanced financial modeling capabilities
  • Strong presentation skills


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