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Senior Analyst - Asset Management & FP&A

United States, Tampa Employment contract 110000.00 - 125000.00 USD / Year · Job Posted May 16, 2026
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Job Description

The Senior Analyst - Asset Management & FP&A serves as a cross-functional resource bridging the Asset Management and Financial Planning & Analysis functions at Discovery Senior Living. This role is responsible for supporting the full annual budget cycle, ongoing forecasting, monthly financial reporting, and ad hoc analytical requests from capital partners. The position requires close collaboration with both the operations team and ownership groups, providing data-driven insights that directly inform strategic decisions across the portfolio. The ideal candidate brings strong financial modeling skills, an understanding of the senior housing industry, and the ability to communicate complex financial narratives clearly to both internal leadership and external capital partners.

Job Responsibility

  • Leads the annual community-level and portfolio-level operating budget process
  • Develops forecasts for revenue, expenses, and NOI
  • Analyzes financial performance of individual assets and sub-portfolios
  • Builds and maintains driver-based financial models
  • Prepares budget and forecast variance analyses
  • Partners with community and regional operations teams to stress-test assumptions
  • Establishes and manages the annual budget calendar
  • Prepares and presents monthly financial review packages for capital and equity partners
  • Responds to ad hoc analytical requests from ownership groups and equity partners
  • Supports asset management presentations for investor calls, quarterly reviews, and annual meetings
  • Tracks community-level and portfolio-level performance against budget, prior year, and underwriting
  • Partners with operations leadership to define, operationalize, and maintain key performance indicators (KPIs)
  • Conducts deep-dive analyses on underperforming assets
  • Analyzes competitive positioning, market rates, and census trends
  • Identifies expense reduction and NOI improvement opportunities across the portfolio
  • Merges and reconciles data from multiple source systems into unified analytical frameworks for cross-departmental KPI reporting

Requirements

  • Bachelor’s Degree in Finance, Accounting, Real Estate, or a related business field
  • Senior housing or healthcare real estate experience is required
  • Two to five years in a financial analysis, FP&A, or asset management analyst role
  • Direct experience preparing investor or capital partner reporting packages highly valued
  • Advanced Excel skills required, including complex financial modeling, dynamic functions, and scenario analysis
  • Experience with Power BI or comparable data visualization tools (Tableau, Qlik, etc.) strongly preferred
  • Proficiency with Microsoft Office suite (Word, Outlook, PowerPoint)
  • Familiarity with senior housing operating systems (Yardi, PointClickCare, MDS, or similar) a plus

Nice to have

  • Advanced degree (MBA, MS Real Estate, or MS Finance) a plus
  • Experience with Power BI or comparable data visualization tools (Tableau, Qlik, etc.) strongly preferred
  • Familiarity with senior housing operating systems (Yardi, PointClickCare, MDS, or similar) a plus

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