Finance & Investments Coordinator

Sunrise Senior Living • McLean, VA

3d

About The Position

We are seeking a strategic, highly organized, and proactive Finance & Investments Coordinator to support the Senior Vice President, Head of Investment Management. This role blends executive support, project management, and chief of staff functions, serving as a critical partner in driving strategic initiatives, coordinating investment activities, and ensuring operational excellence across the Finance organization. The position requires a problem-solver with strong business acumen, exceptional communication skills, and the ability to manage multiple priorities in a fast-paced, high-impact environment.

Requirements

• Exceptional organizational, communication, and interpersonal skills.
• Proven ability to manage multiple priorities in a fast-paced environment.
• High level of discretion, integrity, and professionalism.
• Bachelor’s degree required; advanced degree or certification in business, finance, or project management preferred.
• 5+ years of experience in executive support, project coordination, or chief of staff type roles.
• Demonstrated understanding of finance, investment operations, or corporate strategy.
• Exceptional organizational, analytical, and interpersonal skills, with attention to detail and follow-through.
• Proven ability to thrive in fast-paced, dynamic environments with competing priorities.
• High degree of integrity, discretion, and professionalism.
• Proficiency in Microsoft Office Suite, project management platforms (e.g., Asana, Smartsheet, or Monday.com), and collaboration tools (e.g., Teams, Slack).
• Proven success in leading cross-functional projects and enabling organizational change.

Nice To Haves

• Prefer experience in management consulting, investment analysis, or strategy.
• Exposure to hospitality, senior living, or service-driven industries is a plus.

Responsibilities

• Executive Support
• Manage complex calendars, travel logistics, expense reporting, and correspondence with accuracy and discretion.
• Prepare briefing materials, financial presentations, and executive reports for internal and external stakeholders.
• Act as a trusted liaison and gatekeeper, ensuring alignment, prioritization, and clear communication between the SVP and cross-functional teams.
• Coordinate meeting logistics, board materials, and follow-up actions to support seamless execution.
• Project Management
• Lead and coordinate strategic projects and cross-departmental initiatives within the Finance and Investments teams.
• Develop project plans, track deliverables, and manage timelines to ensure measurable results.
• Facilitate collaboration among Finance, Development, and Operations teams to drive project success and continuous improvement.
• Support data analysis, reporting, and tracking of investment performance and capital initiatives.
• Chief of Staff Functions
• Partner with the SVP to define priorities, monitor progress, and execute strategic goals.
• Draft executive-level communications, presentations, and strategic updates for leadership and external partners.
• Gather, analyze, and synthesize data into actionable insights that inform financial decisions and performance management.
• Represent the SVP in select meetings, ensuring follow-through and alignment on key initiatives.

Benefits

• Medical, Dental, Vision, Life, and Disability Plans
• Retirement Savings Plans
• Employee Assistant Program / Discount Program
• Paid time off (PTO), sick time, and holiday pay
• myFlexPay offered to get paid within hours of a shift
• Tuition Reimbursement
• In addition to base compensation, Sunrise may offer discretionary and/or non-discretionary bonuses. The eligibility to receive such a bonus will depend on the employee’s position, plan/program offered by Sunrise at the time, and required performance pursuant to the plan/program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees