Financial Analyst - FP&A

Position Overview

The Financial Analyst position is part of the Financial Planning & Analysis team that is responsible for providing our Executive Leadership and operators with the information they need to succeed. We are looking for an individual that can turn data into actionable recommendations, with the ability to effectively deliver strategic ideas. We stay well‑versed in economic and industry trends, along with internal performance trends to anticipate any obstacles to future financial and operational strength.

The ideal candidate will be a servant leader, with a desire to impact outcomes for our residents and employees.

• Improves the operational and financial performance of the company through the creation of business plans.
• Monitors the actual performance compared to the business plans and makes refinements to ensure that targets are always challenging but attainable.
• Maintains and develops enhancements to the company's budgeting software.
• Coordinates organizational training for the budgeting software and provides best practices to the end‑users.
• Improves existing financial and operational reporting and is a resource for questions.
• Develops new reporting in a timely fashion to assist with emerging strategies.
• Understands the various reporting systems and the data flow between the systems.
• Contributes to the creation of KPIs and ensures reporting is easy to interpret and accessible to relevant parties.
• Integrates and monitors sales data including inquiry volume, tour volume, closing ratios, referral sources, website performance, and marketing spend.
• Assists with Revenue Management initiatives.
• Provides ad hoc analysis to all business segments.
• Other duties as assigned.
• Travel:
  Yes – minimally, as required (typically less than 10%).

US-KY‑Louisville

Trilogy Health Services

303 N. Hurstbourne Parkway

Louisville, KY

• Competitive salaries and weekly pay
• 401(k) Company Match
• Mental Health Support Program
• Student Loan Repayment and Tuition Reimbursement
• Health, vision, dental & life insurance kick in on the first of the month after your start date
• First time home buyers' program
• HSA/FSA
• And so much more!

As one of Fortune's Best Places to Work in Aging Services, a certified Great Place to Work, and one of Glassdoor's Top 100 Best Companies to Work, Trilogy is proud to be an equal opportunity employer committed to helping you reach your full potential and to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

FOR THIS TYPE OF EMPLOYMENT STATE LAW REQUIRES A CRIMINAL RECORD CHECK AS A CONDITION OF EMPLOYMENT.