FP & Analyst

A globally recognized, publicly traded healthcare real estate and wellness infrastructure company and member of the S&P 500 is redefining the future of senior living, healthcare infrastructure, and wellness-focused communities across North America and internationally.

The FP&A Analyst will support financial planning, forecasting, operational analysis, and portfolio performance initiatives across a dynamic senior housing and healthcare real estate platform. This role partners closely with finance, operations, and leadership teams to deliver actionable insights, support strategic decision-making, and enhance portfolio performance through data-driven analysis and reporting.

Responsibilities include budgeting, forecasting, variance analysis, financial modeling, operational reporting, and cross-functional business support across multiple communities and operating segments.

The ideal candidate is analytical, detail-oriented, intellectually curious, and comfortable operating within a fast-paced, collaborative environment with exposure to senior leadership and cross-functional teams.

• Support property-level and portfolio-level budgeting and forecasting processes
• Conduct variance analysis and identify key operational and financial performance drivers
• Analyze occupancy trends, labor metrics, operating expenses, and portfolio performance
• Assist with operational and financial analysis to improve property-level outcomes
• Develop and maintain financial models, dashboards, and reporting tools
• Support quarterly reporting and financial review processes
• Analyze property, operator, and portfolio financial statements, including income statements, balance sheets, and cash flow statements
• Partner cross-functionally with operations, finance, and leadership teams to support strategic decision-making
• Prepare recurring and ad hoc financial reports, presentations, and analytical summaries for senior management
• Support operational reporting, financial systems, and business intelligence initiatives
• Participate in regular business performance meetings with leadership teams
• Assist with strategic initiatives, acquisitions, portfolio analysis, and ad hoc finance processing

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 1–3 years of experience in FP&A, corporate finance, accounting, investment analysis, consulting, or related fields
• Strong financial modeling and analytical capabilities
• Advanced proficiency in Microsoft Excel
• Strong communication and presentation skills
• Excellent organizational skills and attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Ability to translate complex financial data into actionable business insights

• MBA, CPA, or advanced financial certifications
• Preferred experience within healthcare, real estate, REITs, hospitality, senior housing, or multi-site operations environments
• Exposure to Power BI, Anaplan, Tableau, or similar financial planning and business intelligence platforms

• Some domestic travel may be required
• Candidates currently based in or familiar with the Toledo and broader Midwest market are strongly preferred
• Employment is contingent upon successful completion of background verification and applicable pre-employment screening