Job Description: The Operational Finance Manager is responsible for co-designing, delivering, and sustaining financial training programs that strengthen operational and financial acumen across the organization's multi-state senior living communities. This role serves as a critical link between Operations, Finance, and Learning & Development, ensuring community leaders understand and effectively manage budgets, labor, forecasting, and key performance indicators (KPIs) that drive profitability and performance.
The ideal candidate combines a strong understanding of senior living operations and financial management with exceptional facilitation and coaching skills. This role plays a key part in promoting financial accountability, consistency, and operational excellence across communities, while supporting new leader onboarding and community transitions.
Responsibilities:Training Development & Delivery
- Co-develop and deliver training programs on financial management, budgeting, forecasting, and expense control for Executive Directors, Department Heads, and Regional Leaders.
- Create learning materials, toolkits, and e-learning modules that simplify complex financial concepts for non-financial leaders.
- Facilitate workshops and one-on-one coaching sessions focused on P&L analysis, labor management, and revenue optimization.
- Customize Training approaches based on operational performance data and community specific financial challenges.
- Conduct post-training evaluations to measure knowledge retention and application in the field.
- Partner with learning and development to design blended learning programs that include classroom, virtual, and field-based components.
Operational Support
- Partner with Operations and Finance teams to identify knowledge gaps and training needs across communities and regions.
- Provide hands-on coaching during community visits to reinforce financial best practices and improve performance metrics.
- Assist with onboarding of new Executive Directors and Regional Directors, focusing on financial literacy and operational reporting.
- Support rollout of financial systems, dashboards, and tools (e.g., SmartLinx, Power BI, Yardi, or similar platforms).
- Collaborate with regional and corporate teams to create community level financial action plans that address underperformance and drive accountability.
- Support communities during acquisitions or leadership transitions to train and ensure consistent understanding of financial systems and expectations.
Performance Improvement
- Liaise with finance team to analyze community and regional financial results to identify trends, training needs, and opportunities for operational improvement.
- Collaborate with Finance and HR teams to drive labor efficiency initiatives, overtime reduction, and expense management.
- Support the implementation of standard operating procedures for financial and operational accountability.
- Work with operations leadership to monitor the impact of training on key financial metrics such as NOI, labor cost ratios, and overtime.
- Provide targeted retraining based on recurring performance trends or audit findings.
Cross-Functional Collaboration
- Partner with Finance, HR, and Operations leadership to align training content with business objectives and strategic goals.
- Collaborate with the Learning & Development team to integrate financial modules into broader leadership and onboarding programs.
- Collaborate with relevant departments to connect financial outcomes with process improvements and community performance initiatives.
- Provide regular feedback to finance and operations leaders on training effectiveness and recommend curriculum adjustments as needed.
Qualifications:- Bachelor's degree in Finance, Accounting, Business Administration, or related field required; Master's preferred.
- 7+ years of progressive experience in multi-unit senior living, healthcare, or hospitality operations, with strong financial management responsibility.
- 3+ years of experience in training, facilitation, or operational leadership.
- Proven ability to translate financial concepts into practical, actionable learning for operational leaders.
- Strong analytical, problem-solving, and communication skills.
- Experience with budgeting, forecasting, and P&L management.
- Proficiency in Excel and financial reporting systems; experience with SmartLinx, Yardi, or comparable systems preferred.
- Experience using data visualization tools such as power BI to track and communicate financial performance preferred.
- Demonstrated success in improving financial performance or operational efficiency through training and coaching initiatives.
- Willingness to travel 40-60% across multiple states.
