Senior Financial Analyst - Acquisitions

Vitality Living • Brentwood, TN

7h

About The Position

Vitality Living is a dynamic, hospitality-based senior housing owner and operator dedicated to delivering world-class service. We cultivate a culture that rewards initiative, values collaboration, and empowers team members to exceed expectations. Our success is rooted in hiring exceptional individuals who share our passion for purpose-driven service, operational excellence, and continuous improvement. This role is an opportunity to directly influence the growth of our portfolio of owned and operated senior housing communities. Your work will shape acquisition decisions, inform financial strategy, and support operational performance across our platform. Position Summary The Senior Financial Analyst is a critical member of the Acquisitions Team, responsible for driving financial insights that support property acquisitions, underwriting, and ongoing asset performance. This role translates financial data, operational knowledge, and market intelligence into actionable investment recommendations aligned with Vitality’s strategic objectives. You will lead financial modeling, prepare investment memos, participate in due diligence, evaluate third-party information, and partner closely with senior leadership and operations. Success in this role requires advanced financial acumen, strong analytical judgment, familiarity with senior housing operations, and the ability to synthesize complex inputs into clear, strategic insights.

Requirements

• Bachelor’s degree in Business, Finance, Accounting, Real Estate, Economics, or a related field.
• Five (5) or more years of experience in financial analysis, asset management, real estate, or senior housing operations within a growth-oriented environment.
• Achiever – Driven, self-motivated, and committed to excellence.
• Arranger – Works strategically and organizes complex workflows effectively.
• Competence – Values mastery and precision in analysis.
• Ethics – Maintains high integrity in judgment and decision-making.
• Vision – Communicates strategic insights and sees beyond the numbers.

Nice To Haves

• Experience evaluating or operating AL/MC/IL assets is strongly preferred.
• Advanced Excel modeling
• Familiarity with Yardi, Aline, RealPage, or similar platforms
• Power BI or similar business intelligence tools
• CRM or pipeline management tools
• Strong proficiency in PowerPoint and data visualization

Responsibilities

• Advanced Financial Modeling & Forecasting Build, maintain, and interpret detailed financial models for acquisitions and portfolio performance. Develop pro formas, DCF analyses, IRR/NPV calculations, capital stack structures, and sensitivity analyses. Model senior housing–specific operational elements including care revenue, occupancy trends, rate growth, and staffing ratios.
• Senior Housing Operational Expertise Apply strong understanding of AL/MC/IL operating models, unit mix strategies, expense structures, labor models, and clinical metrics. Validate underwriting assumptions with operations leaders and adjust based on feasibility and market realities.
• Market & Demographic Analysis Conduct supply/demand assessments, competitive analyses, and demographic profiling using industry resources (NIC MAP, ASHA, ASPE, census data). Evaluate penetration rates, capture rates, household income levels, and feasibility benchmarks to determine market strength.
• Comprehensive Due Diligence & Risk Assessment Assess operational, regulatory, physical plant, and financial risks for acquisition opportunities. Review seller financials, rent rolls, staffing data, level-of-care mix, survey histories, and capital needs. Participate in site inspections and integrate findings into underwriting.
• Data Interpretation & Benchmarking Analyze operator-reported data and benchmark performance against industry standards and internal metrics. Identify variances, trends, and operational opportunities that may drive value creation.
• Strategic Thinking & Investment Thesis Development Formulate investment theses centered on repositioning, capex strategies, operational enhancement, and market opportunity. Ensure acquisition recommendations align with long-term portfolio strategy and organizational goals.
• Communication & Executive Presentation Prepare clear, data-driven investment memos for the Investment Committee. Create dashboards, summaries, and presentations for senior leadership, investors, and lending partners. Confidently articulate assumptions, risks, findings, and recommendations.
• Cross-Functional Collaboration Partner closely with operations leadership to validate assumptions and integrate operational insights into underwriting. Coordinate with third-party consultants, lenders, brokers, and internal teams to ensure accurate evaluation and smooth transaction processes.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees