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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