Senior Living Operations Financial Analyst

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Plante Moran Realpoint (PMR) provides integrated real estate, development, and operational advisory services to senior living organizations. Our team helps clients understand performance, identify opportunities, evaluate strategic alternatives, and translate complex operational and financial information into practical actions that support long-term success.

As a Senior Living Operations Analyst, you will analyze the senior living industry from an operations perspective and help clients understand what their operating and financial results reveal about current performance and future potential. You will combine quantitative analysis, industry benchmarks, market and operating trends, and direct client engagement to identify opportunities, communicate a clear performance story, and help develop practical tactics for future success.

• Perform detailed operational and financial analyses for senior living organizations, communities, portfolios, and development initiatives.
• Analyze payroll and labor data, including staffing levels, hours, wages, overtime, agency utilization, productivity, benefits, and departmental cost structure.
• Evaluate operating performance across key functions such as occupancy, revenue, pricing, labor, care delivery, dining, facilities, sales and marketing, and general administration.
• Compare client performance with relevant internal, peer, market and industry benchmarks while accounting for differences in care level, market, scale, asset type, and operating model.
• Monitor and synthesize senior living industry trends, operating indicators, economic factors and emerging practices to identify risks stocks opportunities and implications for clients.
• Manage, clean, organize, reconcile and analyze large, complex and confidential data sets from multiple sources.
• Use data visualization and data storytelling techniques to convert complex findings into a clear narrative for client leadership and other stakeholders.
• Connect operating metrics and financial results to the underlying business drivers, explain what the numbers mean and identify the actions most likely to improve performance.
• Develop actionable recommendations, implementation tactics, performance targets, and monitoring approaches that support sustainable client success.

• Work directly with senior living clients to gather information, understand operational context, test hypotheses, and validate analytical findings.
• Participate in client interviews, meetings, site visits, and working sessions with executives, operators, department leaders and project teams.
• Ask thoughtful questions that connect reported results with operating practices, resident and customer experience, organizational capacity and strategic objectives.
• Prepare concise, well-structured reports that integrate quantitative findings, charts, tables, observations, conclusions and recommendations.
• Develop client-ready presentations and communicate technical or complex analysis in a practical easily understood manner.
• Contribute to engagement planning, work plans, information requests, critical deliverables and project deadlines while maintaining exceptional client service.

• Use approved artificial intelligence tools to accelerate research, organize and analyze information, test scenarios, identify patterns, improve reporting and enhance the quality and efficiency of client deliverables.
• Apply sound judgment to validate AI-assisted outputs, protect confidential information, document assumptions and ensure conclusions remain accurate, supportable and appropriate for the client context.
• Assist in developing and evaluating pro forma financial models for new senior living developments, expansions, renovations, acquisitions and asset repositioning.
• Support assumptions related to unit mix, occupancy ramp-up, rates, ancillary revenue, staffing, operating expenses, capital needs and stabilization.
• Perform scenario, sensitivity and feasibility analyses to help clients understand potential outcomes, key risks and performance requirements.
• Translate model results into a clear investment and operating story, including implications for development strategy, repositioning decisions and ongoing…