Senior Financial Analyst

Support Office, Vitality Living, 5500 Maryland Way, Suite 320, Brentwood, TN 37027, USA

Vitality Living is looking for an experienced Senior Financial Analyst to join our Support Office (Brentwood, TN)!

At Vitality Living, we are more than just a place of work; we are a vibrant community dedicated to creating meaningful experiences for our residents, families, and team members. Everyone is encouraged to be themselves and celebrated for it. Join us today and bring your individuality along!

The Senior Financial Analyst drives strategic financial insights across the company’s operations support, regional, and community-focused teams by enhancing financial performance through expert analysis, financial dashboard management, and effective collaboration with multiple leadership teams. Healthcare experience is preferred, especially senior housing experience.

• Own and assist in the preparation, analysis, and distribution of financial reports on a weekly, monthly, and quarterly basis.
• Actively participate in the organization’s budgeting and forecasting processes, including the preparation of annual budgets, reforecasts, and long-term projections to ensure financial alignment with corporate goals.
• Deliver time‑sensitive detailed reports and conduct ad‑hoc financial analyses to support timely business decisions by providing critical financial data and assisting in preparing executives for investment discussions with ownership groups.
• Develop robust financial models to support decision‑making processes of regional and community teams by leveraging company financial software platforms to analyze data effectively.
• Serve as administrator for the financial planning and analysis systems of record, inclusive of platform setup and architecture, configuring data feeds, integrating data from other systems, ensuring optimal data flow, and continuously maintaining data integrity.
• Leverage the company’s financial planning and analysis systems to develop insightful dashboards that effectively visualize key performance indicators (KPIs) relevant across various business units by crafting meaningful data presentations designed to facilitate strategic decision‑making within the organization.
• Ensure the accuracy and reliability of financial information presented in dashboards by frequently and meticulously validating data that serves as a foundation for business decisions.
• Provide training and guidance to regional and community teams on financial planning and analysis practices, assist data analysts in creating and maintaining reports and dashboards, and ensure all team members are proficient in utilizing financial tools and understanding the data insights, thereby enhancing the overall analytical capabilities of the organization.
• Perform other duties as assigned.

• Bachelor’s degree in finance or accounting.
• Healthcare experience is preferred, with a preference for senior housing experience.
• 3‑5 years of experience in finance, operations, or information systems in a growth‑oriented environment, showcasing a track record of progressive responsibility.
• Experience with financial planning and analysis (FP&A) platforms with Vena experience preferred.
• Proven experience with financial modeling and data analytics that demonstrates the ability to translate complex data into actionable insights.
• Excellent presentation skills with proven proficiency in communicating complex financial information to non‑financial leaders at all organizational levels.
• Must be a self‑starter with the capability to work independently, effectively communicate progress, and execute tasks with minimal supervision.
• Highly organized and detail‑oriented to ensure precision and accuracy in all financial data and reporting.
• Advanced skills in Excel and Power BI.
• SQL or similar database experience is a plus.
• Aptitude to quickly learn and master new software applications as needed.
• Ability to read, interpret, and understand financial statements.
• High level of financial acumen, excellent interpersonal skills, and a proven ability to partner strategically with various stakeholders to foster data‑driven decision‑making.
• Excellent communications skills.

• Medical Insurance
• Vision Insurance
• 401k program

This is a hybrid work schedule role – 3 days in‑office at our Support Office in Brentwood, TN.

Vitality Living is an equal opportunity employer where you can Be You, Be Vibrant, and Belong.