Senior Financial Planning Analyst

North Hill•Needham, MA

1d•$90,000 - $95,000

About The Position

SENIOR FINANCIAL PLANNING ANALYST Position Summary For over 40 years, North Hill, a not-for-profit senior living community located in Needham, Massachusetts, has provided vibrant living opportunities to people 65+ by offering a host of hospitality, wellness and health care services. The Senior Financial Planning Analyst is primarily focused on the monthly production and analysis of financial information. This role is also responsible for identifying trends across reporting periods and presenting findings to senior management. In addition, the position serves as a key contributor to the annual budgeting process and other forecasting activities as needed. Job Specific Duties Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Leads the development of the annual budget process, quarterly forecasts, and long-range planning Manages CapEx spend, reporting and analysis on an ongoing basis Manages Fixed Assets in general ledger system including depreciation entries Performs Budget to Actual variance analysis monthly as part of the close process Produces monthly and quarterly financial statements for various stakeholder groups Analyzes ongoing financial trends, risks, and opportunities and works with department managers to identify solutions Provides education and training to department managers to help better assist in managing their budgets throughout the year Manages the planning and analytics database to ensure accurate reporting Identifies opportunities for improvement and supports implementation and optimization of financial systems Partners with leadership across the organization to support data-driven decision making Participates in other special projects as assigned Meets department uniform, appearance and grooming requirements Complies with all OSHA safety regulations, local applicable laws regarding health, safety or environment

Requirements

Strong business analytical skills
Excellent communication and interpersonal skills
Keen attention to detail and ability to meet deadlines
Ability to maintain confidentiality and strong customer support skills
Ability to work independently with limited supervision
Must possess the ability to deal tactfully with Team Members, Residents, family members, visitors, and the general public
Work professionally with people from a wide variety of cultural and socio-economic backgrounds
When working in Resident areas, must be able to communicate effectively in English
Attends and participates in in-service educational classes, Healthcare Academy and staff meetings as directed
Bachelor’s degree in Accounting or Finance is required
A minimum of 5 years of relevant work experience is required
Strong knowledge of the full accounting cycle
Proficiency in Microsoft Excel
Proficient with budget and forecasting tools
Proficient with computer software programs
Satisfactory completion of a background investigation is required for this position.

Responsibilities

Leads the development of the annual budget process, quarterly forecasts, and long-range planning
Manages CapEx spend, reporting and analysis on an ongoing basis
Manages Fixed Assets in general ledger system including depreciation entries
Performs Budget to Actual variance analysis monthly as part of the close process
Produces monthly and quarterly financial statements for various stakeholder groups
Analyzes ongoing financial trends, risks, and opportunities and works with department managers to identify solutions
Provides education and training to department managers to help better assist in managing their budgets throughout the year
Manages the planning and analytics database to ensure accurate reporting
Identifies opportunities for improvement and supports implementation and optimization of financial systems
Partners with leadership across the organization to support data-driven decision making
Participates in other special projects as assigned
Meets department uniform, appearance and grooming requirements
Complies with all OSHA safety regulations, local applicable laws regarding health, safety or environment