Financial Planning and Analysis, Senior Analyst

Reporting directly to the Chief Financial Officer (CFO), this role leads financial planning, including budgeting and forecasting, while providing financial modeling, decision support, and data analysis across the organization. The position partners closely with senior leadership and departmental teams to translate complex data into actionable insights that drive operational effectiveness, efficiency, and strategic initiatives. This role plays a key part in supporting informed decision‑making and advancing organizational performance.

Onsite, with remote work flexibility as approved.

• Prepare and analyze monthly, quarterly, and annual financial reports, including variance analysis.
• Collaborate with operational leaders to provide financial insights and budgetary control.
• Lead annual budget and periodic forecasting processes.
• Prepare financial models to support long‑term planning, both operational and capital.
• Prepare financial models to support decision‑support for leadership team initiatives.
• Develop and maintain flash reporting and dashboards.
• Maintain monthly historical trend data points, utilizing field benchmarks and drivers.
• Assist in preparation of executive reports or presentations and special projects as required.

• Advanced level financial analytical, reporting, and modeling skills (3‑statements and sensitivity analysis).
• Detail oriented with ability to generate clear and succinct supporting documentation.
• Ability to problem solve and make independent judgments.
• Ability to maintain effective work relationships.
• Ability to effectively manage multiple projects, tasks, and deadlines.
• Written and oral communication skills, supporting a culture of customer service/hospitality.

• Occasionally lift up to 25 pounds.

• Bachelor’s degree in accounting or finance from an accredited institution.
• Demonstrated thought leadership and initiative.
• Minimum five years’ experience in financial planning, analysis, and reporting.
• Advanced Excel proficiency (financial modeling).
• Computer skills with ERP/Financial systems and reporting tools (Sage Intacct, Power BI, Tableau, or similar).
• Strong financial modeling analytical skills, including building models from scratch.

• Experience in Life Plan Community (CCRC)/Senior Living, Skilled Nursing Center, or healthcare.
• CPA credential.

• Position requirements are subject to possible modification to reasonably accommodate individuals with disabilities.
• This job description in no way states or implies that these are the only duties to be performed by the associate occupying this position. Associates will be required to follow any other job‑related instructions and to perform other job‑related duties requested by their supervisor.
• Requirements are representative of minimum levels of knowledge, skills, and abilities. To perform this job successfully, the associate will possess abilities or aptitudes to perform each duty proficiently.

This document does not create an employment contract, implied or otherwise;
Lenbrook is an at‑will employer.