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The Financial Analyst is the primary analytical support role for the Owner Relations & Asset Management team. This individual prepares most of the data and reporting that is distributed to the owners from the team and provides assistance with ad hoc projects.
Job Responsibility:
Prepare weekly, monthly and quarterly reporting to keep owners informed of trends and results
Support the team with tools to improve efficiency
Provide the team with research into variances and other owner requests
Assist in the preparation of New Development pre-opening budgets and variance analysis of monthly spend
Assist with Annual Budget and Quarterly Forecast reviews and prepare corresponding presentations for owners
Coordinate lender inspections with community teams and assist with related data gathering as needed
Build and maintain good relationships with internal Atria employees across multiple departments and functional areas, both in the field and at the Support Center (Headquarters) as well as owner representatives
May join community visits with owners on occasion
May perform other duties as needed and/or assigned
Requirements:
Bachelor’s degree required
MBA preferred
Two (2) to four (4) years of experience and/or training in finance or operations (real estate investment or seniors housing industry experience preferred)
Proficient computer skills including the use of Microsoft Excel and the full Microsoft Office Suite
Strong communication skills, both written and verbal
Some travel may be required on behalf of the Company
Nice to have:
MBA
real estate investment or seniors housing industry experience
What we offer:
Competitive Pay
Paid Holidays & PTO
Comprehensive Health Plans (medical, vision, and dental coverage, company paid short term and long term disability, voluntary benefits such as critical illness coverage)
Career Advancement Opportunities
Tuition Reimbursement (up to $5,250 a year)
Employee Loyalty Rewards Program
Retirement Savings Plan with Employer Match (50% match after one year of service)