Lead Financial Analyst

2 weeks ago


Hickory, North Carolina, United States ALG Senior Full time

About Our Organization:


We specialize in providing management services to outstanding assisted living facilities, focusing on a personalized approach to ensure that each resident's unique needs are addressed at every stage of their journey.

Our mission is to enhance the quality of life for all individuals we support.

Position Overview:


The Senior Financial Analyst (SFA) role is situated within our Financial Planning and Analysis division at our corporate headquarters.

This position leverages technical, analytical, and problem-solving capabilities to deliver relevant, precise, and timely insights for a portfolio of communities and investments.

The SFA will spearhead the annual budgeting process for the designated portfolio. The SFA is responsible for developing and maintaining templates and reports for the executive leadership team.

Additionally, the SFA prepares facility-level reports for executive leaders, which are utilized in monthly financial reviews involving discussions with the SFA, executive leaders, and operators.

The SFA will also facilitate training sessions with administrators on the budget software tool and collaborate with facilities to resolve any issues encountered during its use.

This role assists budget administrators and corporate executive management teams in maximizing the utility of financial information. The SFA will demonstrate expertise in decision support, including the analysis, production, compilation, and presentation of information to aid executive decision-making. The SFA will report directly to the Finance Manager.

Key Responsibilities:
- Create and analyze facility valuations, capital structures, and sources and uses documentation.

- Develop and assess income statements and other financial and operational reports to support decision-making for operations and development teams.

- Review profit and loss statements monthly with key stakeholders.
- Assist in the preparation of annual operating budgets, forecasts, statistical reports, and cash flow projections.
- Analyze financial data to evaluate current and future financial performance. Prepare return on investment assessments for various capital initiatives. Ensure the integrity, accuracy, and reasonableness of financial outcomes.
- Identify trends and recommend enhancements accordingly.

Compensation and Benefits:
- Competitive Salary Package (commensurate with experience)
- Multiple Options for Medical, Dental, and Vision Coverage
- Short and Long-Term Disability Insurance
- Life Insurance
- 24/7 Telehealth Services
- Paid Holidays
- Family Medical Leave
- Paid Bereavement Leave
- Health Savings Account

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