Director of Financial Planning & Analysis

Cedarhurst Senior Living • Ladue, MO

3d • Onsite

About The Position

The Director of FP&A will own and lead the budgeting, forecasting, and reporting function in close partnership with the VP of Finance, setting the strategic direction for financial planning across Cedarhurst's portfolio of independent living, assisted living, and memory care communities. The role will partner closely with community operators, regional leadership, and the capital team to translate financial data into actionable insights that support occupancy growth, expense management, and care quality. Focus will be on shaping the long-term FP&A roadmap as the portfolio scales, driving community level performance improvement, developing scalable reporting tools, and advancing the key performance metrics that drive both resident outcomes and financial sustainability.

Requirements

• Bachelor’s degree in finance or accounting is required; CPA or MBA Preferred
• Eight (8) or more years of accounting and/or financial analysis experience, including at least three (3) years directly managing and developing a team
• Extensive experience with complex Excel modeling
• Experience in senior living, healthcare, or multi-site hospitality/real estate operations is strongly preferred, particularly familiarity with occupancy-driven revenue models, labor cost structures, and community P&L analysis
• Professional-level attention to detail with an ability to translate complex data into digestible executive-level reports
• Demonstrated experience setting departmental strategy and presenting to senior executives and/or ownership groups
• Strong written and verbal communication skills
• Advanced knowledge of accounting/finance and general ledger applications and ability to apply accounting and financial reporting principles
• Strong aptitude for providing insights and analysis to identify trends and key drivers
• Ability to set goals and handle multiple tasks, clients, and projects simultaneously; appropriately balance priorities, deadlines, and deliverables
• Ability to translate business needs and problems into viable/accepted solutions with a focus on continued improvement
• Proficiency in Microsoft Office programs: Outlook, Excel, Word

Nice To Haves

• Experience with platforms such as Vena, Domo, or Power BI, in addition to comfort using AI productivity tools like Claude

Responsibilities

• Own the month-end close review, variance analysis, and management reporting cycle; direct the annual budgeting process and rolling forecasts across all communities in the portfolio.
• Serve as a trusted advisor and key business partner to executive leadership, operations, capital, and development teams. Present financial insights and recommendations to senior leadership, translating complex data into clear, actionable narratives for both operations and capital audiences.
• Collaborate with operations team to drive labor efficiencies, staffing ratios, market offerings, scheduled vs. worked hours compliance and ownership of zero-based budgeting on labor hours.
• Partner with the Accounting team to understand key drivers of the financial statements, identify areas for improvement, and collaborate to drive change.
• Identify and implement efficiencies and process improvements at both the community and portfolio level. Focus areas include department level expense benchmarking across communities, revenue cycle analysis (occupancy trends, move-in/move-out patterns, rate optimization), and care level revenue mix.
• Partner with the development and capital team to own the underwriting process for both community acquisitions as well as development projects that drive portfolio growth.
• Build, lead and develop the FP&A team in hiring, mentoring and growing analyst and manager level talent into a scalable structure to support all functions as the portfolio grows.
• Prepare financial modeling, what-if scenarios, capital and investment justifications, and ROI analyses.
• Build and maintain scalable, self-service reporting and dashboards that give operators and leadership real-time visibility into community level performance.
• Oversee development and enforcement of standardized reporting templates and financial controls in compliance with regulatory requirements across the portfolio.
• Other duties as assigned.

Benefits

• medical insurance
• life insurance
• long-term disability coverage
• 401(k) plan with company match (after one year of service) for eligible employees
• Work that makes a difference in the lives of our residents and community
• An on-site gym with brand-new equipment
• A personal trainer offering daily group classes, stretching sessions, and one-on-one training
• Catered lunches twice a week, prepared by our on-site chef
• Monthly team events

What This Job Offers

• Job Type: Full-time
• Career Level: Director