Financial Analyst - Capital Planning

Stellar Senior Living•Midvale, UT

17h•$65,000 - $80,000•Hybrid

About The Position

Stellar Senior Living is seeking a Financial Analyst - Capital Planning to join their growing team. This role is responsible for owning capital planning analysis, investor reporting, regulatory compliance research, and financial modeling for a portfolio of 44 senior living communities. The position offers the opportunity to build AI-powered tools and provides significant ownership for an analyst with 1-3 years of experience.

Requirements

Utah Resident
Bachelor’s degree in Finance, Accounting, Business Administration, or a closely related field.
1–3 years of experience in FP&A, corporate finance, accounting, real estate analysis, or capital planning.
Strong Excel skills: complex formulas, pivot tables, lookups, and the ability to build clean models from scratch.
Solid understanding of financial statements and basic GAAP capitalization and CapEx concepts.
Awareness of ESG and sustainability compliance standards and state-level administrative deadlines.
Clear written and verbal communication; comfortable presenting analysis to senior leadership and engaging professionally with external investors and government officials.
Proven ability to manage multiple concurrent deadlines across different stakeholder groups.

Nice To Haves

Exposure to multi-property real estate, senior living, healthcare, or portfolio reporting environments.
Experience with Yardi or a comparable property management or ERP system.
Power BI, Power Query, Power Automate, or Excel Spreadsheet Server experience.
Hands-on use of AI tools (Claude, ChatGPT, or similar) to accelerate research, drafting, or analysis.

Responsibilities

Build and maintain financial models for capital expenditure decisions, including renovation ROI, debt service analysis, cash flow timing, and scenario planning.
Develop reusable Excel templates (Power Query, pivot tables, Power BI, Spreadsheet Server) that scale with the portfolio's growth.
Respond to ad-hoc modeling requests from senior leadership with clean, well-documented outputs.
Own assigned sections of the monthly reporting package, including variance analysis and written commentary for senior leadership and external investors.
Maintain and improve existing reporting templates to reduce manual prep time each month.
Partner with Accounting, Operations, Asset Management, and Community Leadership on cross-functional deliverables.
Translate regulatory findings into clear, actionable items for operations, accounting, and senior leadership.
Track and manage ESG compliance due dates across the portfolio.
Build AI-powered workflows (using Claude, ChatGPT, or similar tools) to accelerate research, reporting, and analysis.
Document processes thoroughly to build scalable, repeatable workflows.