Financial and Business Analyst - Senior Living Organization

The Carmelite System, Inc.•Town of Germantown, NY
•$65,000 - $85,000•Remote

About The Position

The Carmelite System is a multi-state not-for-profit senior living organization sponsored by the Carmelite Sisters for the Aged & Infirm. It operates a network of skilled nursing facilities throughout the United States. The organization is hiring a Financial and Business Analyst for a fully remote role in its finance department, supporting multiple senior living facilities nationwide. The analyst examines financial performance and prepares reports on financial health and trends; assists with budgets and forecasts; prepares financial reports and KPI insights for senior management; evaluates costs and profitability; builds and maintains financial models; supports strategic decisions with data-backed analysis; collaborates with operational and administrative departments; and recommends improvements to business processes, systems, and financial strategies. The listed responsibilities are not all-inclusive.

Requirements

  • 3–5 years of experience in financial analysis, business analysis, or a similar role.
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • Proficiency in financial modeling, Excel, and financial analysis software.
  • Strong analytical and critical-thinking abilities, with attention to detail.

Nice To Haves

  • Master’s degree or professional certifications such as CFA or CPA.
  • Power Business Intelligence skill.
  • Experience in healthcare or senior living communities.

Responsibilities

  • Analyze income statements, balance sheets, and cash flow statements, and prepare detailed reports on financial health and trends.
  • Assist in creating and managing budgets and forecasts, ensuring financial objectives align with strategic goals.
  • Prepare regular financial reports for senior management, providing insights into KPIs and business performance.
  • Evaluate cost structures, identify areas for improvement, and analyze profitability by product, service, or business segment.
  • Build and maintain financial models to predict future financial outcomes and business trends.
  • Collaborate with leadership teams to support strategic decision-making, providing data-backed insights on potential investments, partnerships, and expansion.
  • Work with operations, marketing, revenue cycle, accounts payable, accounting, and HR to align financial goals with business strategies.
  • Recommend and implement improvements to business processes, systems, and financial strategies to drive efficiency and profitability.

Benefits

  • Competitive compensation.
  • Health insurance through Aetna, dental and vision coverage, and an HSA with employer contribution.
  • Student loan forgiveness guidance.
  • Flexible Spending Account.
  • Fully paid life and long-term disability insurance.
  • Supplemental insurance.
  • Employee Assistance Program with Discount Marketplace.
  • Retirement plan.
  • Generous paid time off and 11 paid holidays.
  • Benefits available on the first of the month following 30 days.
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