Financial Planning & Analysis Manager

Salary Range - $85,000 - $110,000

The Manager, Financial Planning & Analysis supports the Chief Compliance Officer by providing financial insight and analysis focused on Milestone's assisted living communities. Reporting to the Chief Compliance Officer, this role builds and maintains financial models, monitors community-level performance, and uses sound judgment to identify opportunities for business improvement across the assisted living portfolio.

This is a hands-on analytical role with portfolio-wide visibility. The FP&A Manager provides direct analytical support to community leadership and the Senior Leadership team on matters related to independent living, assisted living, and memory care financial performance, and serves as the coordination point between Milestone, its communities, and third party accounting services on payables and general accounting matters. The role balances rigorous analysis with operational partnership: models are built to be used, reporting is distributed proactively rather than on request, and anomalies are surfaced early enough to be corrected.

The FP&A Manager exemplifies Milestone's three core values Compassion, Innovation, and Accountability in every interaction with Team Members, community leaders, vendors, and Support Center partners. Financial work in senior living is never abstract: every number represents a resident's home, a Team Member's schedule, and a community's ability to deliver care.

• Compassion: We lead with empathy and genuine care. The FP&A Manager remembers that budgets, rent increases, and staffing models affect residents and Team Members directly, presents financial findings without blame, and supports community leaders in understanding their numbers rather than simply reporting on them.
• Innovation: We seek better ways to work. The FP&A Manager improves and automates forecasting and reporting tools, replaces manual workarounds with durable models, and brings forward analysis leadership did not know to ask for.
• Accountability: We own our outcomes. The FP&A Manager delivers accurate work on committed dates, digs to root cause rather than reporting symptoms, escalates anomalies to the Chief Compliance Officer promptly, and stands behind every number presented to Senior Leadership.

The Manager, Financial Planning & Analysis reports directly to the Chief Compliance Officer and works in close partnership with the Chief Growth & Experience Officer, Regional Directors of Operations, and community Executive Directors. The FP&A Manager exercises delegated authority to:

• Build, own, and maintain the financial models, forecasts, and reporting used for community-level and portfolio-level performance monitoring across independent living, assisted living, and memory care.
• Define the metrics, KPIs, formats, and distribution cadence of recurring financial reporting to community and senior leadership, subject to review by the Chief Compliance Officer.
• Request, review, and challenge financial information produced by third party accounting services, and coordinate resolution of payables and general accounting issues between the third party firm, the Support Center, and communities.
• Escalate financial anomalies, variance trends, control gaps, and data integrity concerns directly to the Chief Compliance Officer without delay.
• Prioritize and direct the analytical workload of Financial Analysts supporting assisted living communities, and recommend development actions to the Chief Compliance Officer.
• Develop proformas and financial scenarios for potential new assisted living business as assigned by the Chief Growth & Experience Officer and the Chief Compliance Officer.

• Identify business opportunities and drive improvement across assisted living communities through rigorous analysis.
• Build and maintain financial models supporting occupancy, revenue, labor, expense, and margin analysis at the community and portfolio level.
• Dig into potential issues to identify root causes, and proactively take action to resolve or prevent them before they escape.
• Provide…