Senior Analyst - Asset Management & FP&A

Discovery Senior Living•Tampa, FL

4d•Onsite

About The Position

The Senior Analyst - Asset Management & FP&A serves as a cross-functional resource bridging the Asset Management and Financial Planning & Analysis functions at Discovery Senior Living. This role is responsible for supporting the full annual budget cycle, ongoing forecasting, monthly financial reporting, and ad hoc analytical requests from capital partners. The position requires close collaboration with both the operations team and ownership groups, providing data-driven insights that directly inform strategic decisions across the portfolio. The ideal candidate brings strong financial modeling skills, an understanding of the senior housing industry, and the ability to communicate complex financial narratives clearly to both internal leadership and external capital partners.

Requirements

Bachelor’s Degree in Finance, Accounting, Real Estate, or a related business field.
Senior housing or healthcare real estate experience is required.
Two to five years in a financial analysis, FP&A, or asset management analyst role.
Advanced Excel skills required, including complex financial modeling, dynamic functions, and scenario analysis.
Ability to compute ratios, percentages, and comparisons to properly evaluate financial and operational data.
Ability to construct and interpret multi-variable financial models, sensitivity tables, and scenario analyses.
Ability to synthesize large, complex datasets into clear and actionable findings.
Ability to manage multiple concurrent priorities and deliverable in a fast-paced environment.
Ability to deal with problems involving several concrete variables and exercise sound independent judgment.
Ability to communicate effectively in writing and verbally at all levels of the organization.
Ability to read and interpret documents including financial statements, procedural manuals, and investment materials.
Ability to write clear, executive-quality reports, variance commentaries, and correspondence.
Strong project management skills and follow-through to successfully complete projects on deadline.
Exceptional communication skills to convey financial findings and recommendations to key stakeholders.
Ability to present complex analytical findings to a wide range of audiences including capital partners and executive leadership.
Detail oriented with excellent organizational and time management skills.
Must demonstrate good judgment, intellectual curiosity, and sound decision-making skills.
Commitment to supporting organizational goals and values.

Nice To Haves

Advanced degree (MBA, MS Real Estate, or MS Finance) a plus.
Direct experience preparing investor or capital partner reporting packages highly valued.
Experience with Power BI or comparable data visualization tools (Tableau, Qlik, etc.) strongly preferred.
Familiarity with senior housing operating systems (Yardi, PointClickCare, MDS, or similar) a plus.

Responsibilities

Leads the annual community-level and portfolio-level operating budget process in coordination with the VP of Asset Management, Asset Managers, FP&A team, and operations leadership, ensuring accuracy, internal consistency, and timely submission to capital and equity partners.
Develops forecasts for revenue, expenses, and NOI, incorporating updated operational trends, census data, rate changes, and market conditions.
Analyzes financial performance of individual assets and sub-portfolios to identify areas of opportunity, and collaborates with subject matter experts across the company to improve performance.
Builds and maintains driver-based financial models that translate operational assumptions (occupancy, rate, staffing ratios, etc.) into P&L and cash flow projections.
Prepares budget and forecast variance analyses with concise explanations of key drivers and recommended corrective actions.
Partners with community and regional operations teams to stress-test assumptions and validate budget inputs against operational realities.
Establishes and manages the annual budget calendar, coordinating submissions and review cycles across the portfolio.
Prepares and presents monthly financial review packages for capital and equity partners, including variance commentary, KPI dashboards, and forward-looking outlooks.
Responds to ad hoc analytical requests from ownership groups and equity partners, including return analyses, sensitivity modeling, hold/sell assessments, and scenario planning.
Supports asset management presentations for investor calls, quarterly reviews, and annual meetings.
Tracks community-level and portfolio-level performance against budget, prior year, and underwriting, identifying trends in revenue, occupancy, labor, and operating expenses.
Partners with operations leadership to define, operationalize, and maintain key performance indicators (KPIs), building measurement tools that embed data into daily decision-making.
Conducts deep-dive analyses on underperforming assets, including root-cause diagnostics and presentation of recovery strategies to internal and external stakeholders.
Analyzes competitive positioning, market rates, and census trends to support revenue management and pricing strategy recommendations.
Identifies expense reduction and NOI improvement opportunities across the portfolio and supports implementation of improvement tactics with the operations team.
Merges and reconciles data from multiple source systems into unified analytical frameworks for cross-departmental KPI reporting.