Senior Financial Analyst, FP&A

4 days ago


Chicago, Illinois, United States Ventas Full time
About the Role

The Senior Financial Analyst will be a key member of the Financial Planning & Analysis (FP&A) team within Ventas's growing Seniors Living Asset Management business. Reporting to the Director of FP&A, this individual will be responsible for creating, managing, and improving analyses, forecast models, due diligence, and tenant/operator relationship monitoring processes.

Key Responsibilities
  • Forecast and Earnings Model Development

Maintain and enhance forecast/earnings models relevant to the senior living business, ensuring accuracy and reliability.

Earnings Preparation and Reporting

Assist with earnings preparation, monthly business reviews, investor relations requests, and other internal/external reporting, including presentations for the Board of Directors and Management/Investment Committees.

Asset Disposition and Transactional Analysis

Analyze and model asset disposition and transactional situations, providing strategic direction and recommendations.

Data Analysis and Insights

Manipulate and evaluate operator, macroeconomic, and senior living industry data to produce insightful analyses, statistics, and reports that drive strategic decision-making and financial outperformance.

Collaboration and Communication

Collaborate with multiple functions throughout the organization, including Corporate FP&A, Accounting, and Construction & Development, to prepare and support the development of information for reporting and analysis purposes.

Portfolio Benchmarking

Benchmark the company's senior living real estate portfolio against industry peers to identify areas of opportunity for differentiation, improvement, etc.

Due Diligence and Market Studies

Prepare due diligence and presentations of market studies, including competitive landscape and new supply analyses, to inform portfolio management decisions.

Process Improvement and Automation

Identify and implement process improvement initiatives and support automation projects to improve the efficiency of the reporting cycle and ensure data accuracy.

Analytical Support

Provide overall analytical support as needed to the Senior Living Asset Management team, Corporate FP&A organization, and/or Senior Leadership on key strategic initiatives and other ad hoc requests.

Requirements
  • Education and Experience

3+ years of progressive financial analysis or investment banking experience preferred. Bachelor's degree in Real Estate, Finance, Economics, Statistics, Accounting, or similar business field.

Skills and Qualifications

Strong analytical and critical thinking skills to analyze data trends, draw conclusions, and create presentable, understandable reports to Senior Leadership. Strong verbal, written, presentation-building, and interpersonal communication skills. Process and detail-oriented, always looking for ways to improve processes. Strong understanding of financial statements (Income Statement, Balance Sheet, Cash Flow) and overall financial markets. Exceptional proficiency with Microsoft Excel and PowerPoint required.

Personal Qualities

Smart, collaborative, team-oriented, and intellectually curious, with an ability and desire to work in a deadline-oriented environment with competing priorities.

About Ventas

Ventas, 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.



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