Finance & Investments Coordinator

Sunrise Senior Living • West McLean, VA

6d

About The Position

When you join Sunrise Senior Living, you will be able to use your unique skills to empower residents to live longer, healthier, and happier lives. Not only will you build meaningful relationships with residents, their families, and team members alike, you will also gain joy in serving others and deep fulfillment in your work. Explore how you can follow your passions and shed light on meaningful ways to serve, grow, and shine together. Sunrise Senior Living was again certified as a Great Place to Work® by Activated Insights. This is the 8th time Sunrise has received this top culture and workplace designation, highlighting the special place Sunrise is to be a part of. 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