Lead Analyst Reporting

LCS Family of Companies

$74K — $93K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or equivalent experience
  • 4-6 years of progressive accounting, reporting, audit, or finance experience
  • Strong working knowledge of GAAP and financial statement mechanics
  • Demonstrated experience in independently owning complex financial deliverables
  • Advanced Excel skills
  • Strong attention to detail and accuracy
  • Effective time management under minimal supervision

Responsibilities

  • Own monthly CAM reporting deliverables, including data validation and variance investigation
  • Prepare board/owner packet schedules and respond to non-standard reporting requirements
  • Submit regulatory and industry reports ensuring compliance with deadlines
  • Prepare medical expense deduction datasets and ensure data consistency
  • Prepare debt covenant calculations and maintain an audit trail
  • Perform exception reporting and data governance checks
  • Maintain and improve reporting calendars, trackers, and templates

Benefits

  • Competitive pay
  • Great benefits
  • Vacation time
  • Outstanding advancement opportunities
  • Ongoing career development
  • Inclusive and collaborative culture
  • Community involvement
Full Job Description
Job Description

The Lead Analyst, Reporting is responsible for owning key reporting and compliance deliverables end to end, ensuring financial reporting outputs are accurate, consistent, and delivered on established timelines. This role leads preparation of complex schedules (including covenant reporting packages and board/owner reporting), performs analytical reviews and data validation, and drives standardization and continuous improvement in partnership with BI and upstream data owners.

This role performs work under minimal supervision and handles complex issues and problems, referring only the most complex issues to higher-level staff.

What You'll Do:
  • Own assigned monthly CAM reporting deliverables, including data validation, variance investigation, and stakeholder follow ups
  • Prepare board/owner packet schedules and respond to non standard board/owner reporting requirements with strong documentation and controls
  • Prepare and submit assigned regulatory and industry reports, ensuring compliance with defined formats, deadlines, and supporting documentation
  • Prepare medical expense deduction datasets and insurance claim reporting packages; ensure completeness, consistency, and traceability to source systems
  • Prepare debt covenant calculations and lender/holder reporting packages, maintaining an audit trail of inputs, definitions, and adjustments
  • Perform exception reporting and data governance checks between systems; coordinate resolution of data issues with BI, IT, and source process owners
  • Maintain and continuously improve reporting calendars, trackers, templates, and standard work instructions
  • Support third party compliance activities (sales & use tax, personal property tax, unclaimed property, renewals/appeals) by providing accurate schedules, reconciling support, and coordinating information requests
  • Support due diligence financial requests by preparing
  • Perform other duties and responsibilities as assigned

What We're Looking For:
  • Bachelor's degree in Accounting or equivalent years of experience
  • 4-6 of progressive accounting, reporting, audit, or finance experience
  • Strong working knowledge of GAAP and financial statement mechanics
  • Demonstrated experience independently owning
  • Complex journal entries, reconciliations, or reporting deliverables
  • Regulatory, audit, or compliance driven documentation or
  • Transaction, contract, or transition related accounting activities (by COE)
  • Demonstrated ability to independently apply professional judgment within owned reporting and compliance deliverables and resolve complex issues with minimal supervision
  • Strong attention to detail and accuracy with ability to interpret financial results to identify, explain and resolve accounting issues
  • High documentation quality and audit readiness discipline
  • Ability to independently analyze discrepancies and resolve reconciling items
  • Effective time management and ability to meet deadlines with minimal supervision, especially during close cycles
  • Advanced Excel skills
  • Strong written and verbal communication skills
  • Ability to work collaboratively within a team and respond to requests from leadership
  • Professional judgment, discretion, and willingness to learn
  • Possesses comprehensive knowledge of subject matter.
  • Preferred qualifications
  • Experience with reporting/BI tools and ERP systems

Why Join Us?
  • Industry Leader.
  • Inclusive & collaborative culture.
  • Top Workplace USA.
  • Top Workplace Iowa.
  • Charity and community involvement.
  • Outstanding advancement opportunities.
  • Ongoing career development.


Benefits

Competitive pay, great benefits and vacation time.

Our Commitment

LCS creates living experiences that enhance the lives of seniors. You'll see this commitment in our people. They're talented, dedicated professionals who truly care about residents, with each conducting his or her work with integrity, honesty and transparency according to the principles of LCS. We strive to help every community succeed-strengthening available resources, establishing proven practices that lead to long-term growth and value for those living in, working for and affiliated with the community. Check us out on our website: https://www.lcsliving.com

Additional Information

Travel frequency: 0-10%

Estimated Salary: $74,000 - $93,000

The actual title & salary will carefully consider a wide range of factors, including your skills, qualifications, experience, and other relevant factors.

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