Senior Analyst - Asset Management & FP&A

POSITION SUMMARY

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The following duties are normal for this position. This list is not to be construed as exclusive or all inclusive. Other duties may be required and assigned.

Budgeting & Forecasting

• Leads the annual community-level and portfolio-level operating budget process in coordination with the VP of Asset Management, Asset Managers, FP&A team, and operations leadership, ensuring accuracy, internal consistency, and timely submission to capital and equity partners.
• Develops forecasts for revenue, expenses, and NOI, incorporating updated operational trends, census data, rate changes, and market conditions.
• Analyzes financial performance of individual assets and sub-portfolios to identify areas of opportunity, and collaborates with subject matter experts across the company to improve performance.
• Builds and maintains driver-based financial models that translate operational assumptions (occupancy, rate, staffing ratios, etc.) into P&L and cash flow projections.
• Prepares budget and forecast variance analyses with concise explanations of key drivers and recommended corrective actions.
• Partners with community and regional operations teams to stress-test assumptions and validate budget inputs against operational realities.
• Establishes and manages the annual budget calendar, coordinating submissions and review cycles across the portfolio.
• Prepares and presents monthly financial review packages for capital and equity partners, including variance commentary, KPI dashboards, and forward-looking outlooks.
• Responds to ad hoc analytical requests from ownership groups and equity partners, including return analyses, sensitivity modeling, hold/sell assessments, and scenario planning.
• 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, identifying trends in revenue, occupancy, labor, and operating expenses.
• Partners with operations leadership to define, operationalize, and maintain key performance indicators (KPIs), building measurement tools that embed data into daily decision-making.
• Conducts deep-dive analyses on underperforming assets, including root-cause diagnostics and presentation of recovery strategies to internal and external stakeholders.
• Analyzes competitive positioning, market rates, and census trends to support revenue management and pricing strategy recommendations.
• Identifies expense reduction and NOI improvement opportunities across the portfolio and supports implementation of improvement tactics with the operations team.
• Merges and reconciles data from multiple source systems into unified analytical frameworks for cross-departmental KPI reporting.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Educational Requirements and Experience:

• Bachelor’s Degree in Finance, Accounting, Real Estate, or a related business field.
• Advanced degree (MBA, MS Real Estate, or MS Finance) a plus.
• 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.

Knowledge, Skills and Abilities:

Language Ability:

• Ability to communicate effectively in writing and verbally at all levels of the organization.
• Ability to read and interpret documents including financial statements, procedural manuals, and investment materials.
• Ability to write clear, executive-quality reports, variance commentaries, and correspondence.

Mathematical Skills:

• Ability to compute ratios, percentages, and comparisons to properly evaluate financial and operational data.
• Ability to construct and interpret multi-variable financial models, sensitivity tables, and scenario analyses.

Cognitive Demands:

• Ability to synthesize large, complex datasets into clear and actionable findings.
• Ability to manage multiple concurrent priorities and deliverables in a fast-paced environment.
• Ability to deal with problems involving several concrete variables and exercise sound independent judgment.

Computer Skills:

• 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.

Competencies:

• Strong project management skills and follow-through to successfully complete projects on deadline.
• Exceptional communication skills to convey financial findings and recommendations to key stakeholders.
• Ability to present complex analytical findings to a wide range of audiences including capital partners and executive leadership.
• Detail oriented with excellent organizational and time management skills.
• Must demonstrate good judgment, intellectual curiosity, and sound decision-making skills.
• Commitment to supporting organizational goals and values.

ENVIRONMENTAL ADAPTABILITY

• Works indoors in a climate-controlled setting.
• Travel up to 25% of the time as needed to successfully complete all essential duties and responsibilities.
• Possible exposure to chemicals as identified in the MSDS Manual.

PHYSICAL REQUIREMENTS

The physical demands described below are representative of those that must be met by an individual to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to stand; walk and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl. The Team Member must regularly lift and /or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.