Financial Planning and Analysis Specialist

2 weeks ago


Chicago, Illinois, United States Ventas Full time

Job Overview:

The Financial Analyst, FP&A plays a crucial role in evaluating discrepancies against established plans and updating forecasts. This position encompasses a broad spectrum of management and external reporting responsibilities, along with monitoring Ventas's overall capital expenditures and future financial commitments. The analyst will collaborate closely with various departments within the organization, from Investments to Asset Management, delivering consolidated financial insights to executives to guide strategic decisions. Additional duties will involve assisting Asset Management teams with significant strategic projects.

Key Responsibilities:

  • Support the preparation of earnings reports, including consolidated NOI growth and responses for earnings calls, Monthly Business Reviews, and requests from investor relations, as well as other management and external reporting tasks.
  • Evaluate monthly and quarterly capital expenditure outcomes as part of the financial review and earnings processes. Compile and communicate any adjustments to forecasts regarding future capital commitments.
  • Collaborate with the Asset Management and Investments teams on their capital budgets and forecasts, tracking actual expenditures against planned budgets; assist management in identifying key risks and opportunities to adhere to established guidance.
  • Work in conjunction with various departments, including Accounting, Construction & Development, and IT, to prepare information for reporting and analytical purposes.
  • Provide comprehensive analytical support to Asset Management teams and senior leadership on critical strategic initiatives and ad hoc requests.

Qualifications:

  • A minimum of 1 year of progressive experience in financial analysis or accounting is preferred.
  • A Bachelor's degree in Real Estate, Finance, Economics, Accounting, or a related business discipline.
  • GPA must be included on the resume.
  • Strong analytical and critical thinking abilities to assess data trends, draw conclusions, and produce clear, understandable reports for senior management.
  • Excellent verbal, written, and interpersonal communication skills.
  • Detail-oriented with a focus on process improvement.
  • Demonstrated intellectual curiosity.
  • Strong self-management capabilities within a collaborative team environment.
  • Ability to handle multiple deadlines in a dynamic setting.
  • Proficient in Microsoft Office, particularly Excel and PowerPoint.

Ventas, Inc. provides 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.



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