Senior Financial Planning and Analysis Manager

1 week ago

Vergennes, Vermont, United States Capital Senior Living Full time

Company Overview:

Capital Senior Living is a prominent operator in the senior living sector, specializing in independent living, assisted living, and memory care facilities. We pride ourselves on creating welcoming, secure, and affordable environments where our residents can thrive, build relationships, and receive tailored support from our dedicated team members.

Position Summary:

The FP&A Manager will play a crucial role in advancing the Company's financial planning and analysis capabilities, as well as its growth and investment initiatives. This position requires close collaboration with various leadership levels, including the executive team, to deliver comprehensive budgeting, forecasting, and analytical insights for both the current portfolio and prospective acquisitions.

Key Responsibilities:

  • Oversee and mentor one or more direct reports following a thorough onboarding process.
  • Provide in-depth analytical support across multiple corporate functions.
  • Develop and maintain financial models to facilitate budgeting, forecasting, liquidity management, valuation, and structuring strategies.
  • Collaborate with the operations team to enhance insights and integrate both micro and macroeconomic trends into consolidated corporate modeling.
  • Prepare, maintain, and analyze various ad hoc reports, including static proformas and working capital analyses.
  • Assist in the investment underwriting process for potential opportunities, including transaction underwriting, assumption validation using market data, and preparation of investment presentations.
  • Support due diligence, acquisition closing, and asset onboarding activities.
  • Create and maintain models to assess target cash balances, liquidity, compliance with lender covenants, and capital sourcing.
  • Compile information requests pertinent to asset and portfolio financing.
  • Report to senior management and stakeholders on cash positions and forecast changes, establishing processes for monitoring variances effectively.
  • Conduct analyses related to interest rate risk and liquidity stress testing, including strategy evaluation for interest rate cap purchases.
  • Identify and implement process improvements, including the development of standard and ad-hoc reports, models, and dashboards.
  • Facilitate decision-making by providing forward-looking analyses and insights into primary expense drivers.

Qualifications:

  • A minimum of 5 years of experience in financial services, corporate finance, or a related field; experience in real estate, hospitality, or senior care is advantageous.
  • Proven management experience.
  • Bachelor’s degree in finance or an MBA with a strong academic record.
  • A proactive and intellectually curious individual who thrives in a dynamic, entrepreneurial environment.
  • Exceptional quantitative skills, analytical capabilities, and meticulous attention to detail.
  • Ability to manage multiple projects concurrently and adapt to shifting priorities while maintaining performance under pressure.
  • Proficiency in the investment underwriting process is preferred.
  • Strong interpersonal skills to cultivate relationships with investors, brokers, lenders, and internal stakeholders.

Skills and Knowledge:

  • Expert proficiency in Excel and PowerPoint.
  • Advanced financial modeling skills and a solid understanding of complex financial concepts.
  • Excellent verbal and written communication abilities.
  • Strong presentation skills.
  • Demonstrated capacity to excel under tight deadlines.

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