Discovery Senior Living

Senior Analyst - Asset Management & FP&A

Discovery Senior Living • $75K — $95K *
Bonita Springs, FL 34135In-Person
Finance & Insurance
Less than 5 years of experience
2 months ago
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Finance, Accounting, Real Estate, or related field.
  • Advanced degree (MBA, MS Real Estate, or MS Finance) preferred.
  • Senior housing or healthcare real estate experience required.
  • 2-5 years in financial analysis, FP&A, or asset management.
  • Experience preparing investor or capital partner reporting packages valued.

Responsibilities

  • Lead annual budgeting and forecasting processes in collaboration with various teams.
  • Develop financial forecasts incorporating operational trends and market conditions.
  • Analyze financial performance to identify improvement opportunities.
  • Build driver-based financial models for P&L and cash flow projections.
  • Prepare variance analyses with explanations and recommended actions.
  • Present financial review packages to capital and equity partners.
  • Conduct analyses on underperforming assets with recovery strategies.

Benefits

  • Supportive company culture that values collaboration and communication.
  • Opportunities for professional development and growth within the organization.
  • Flexible work environment with potential travel requirements.
  • Access to advanced financial modeling and analytical tools.
Full Job Description
POSITION SUMMARY

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The following duties are normal for this position. This list is not to be construed as exclusive or all inclusive. Other duties may be required and assigned.

Budgeting & Forecasting
  • 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.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Educational Requirements and Experience:
  • Bachelor's Degree in Finance, Accounting, Real Estate, or a related business field.
  • Advanced degree (MBA, MS Real Estate, or MS Finance) a plus.
  • Senior housing or healthcare real estate experience is required.
  • Two to five years in a financial analysis, FP&A, or asset management analyst role.
  • Direct experience preparing investor or capital partner reporting packages highly valued.

Knowledge, Skills and Abilities:

Language Ability:
  • 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.

Mathematical Skills:
  • 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.

Cognitive Demands:
  • Ability to synthesize large, complex datasets into clear and actionable findings.
  • Ability to manage multiple concurrent priorities and deliverables in a fast-paced environment.
  • Ability to deal with problems involving several concrete variables and exercise sound independent judgment.

Computer Skills:
  • Advanced Excel skills required, including complex financial modeling, dynamic functions, and scenario analysis.
  • Experience with Power BI or comparable data visualization tools (Tableau, Qlik, etc.) strongly preferred.
  • Proficiency with Microsoft Office suite (Word, Outlook, PowerPoint).
  • Familiarity with senior housing operating systems (Yardi, PointClickCare, MDS, or similar) a plus.

Competencies:
  • 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.

ENVIRONMENTAL ADAPTABILITY
  • Works indoors in a climate-controlled setting.
  • Travel up to 25% of the time as needed to successfully complete all essential duties and responsibilities.
  • Possible exposure to chemicals as identified in the MSDS Manual.

PHYSICAL REQUIREMENTS

The physical demands described below are representative of those that must be met by an individual to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to stand; walk and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl. The Team Member must regularly lift and /or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

JOB CODE: 1007052

About Discovery Senior Living

Discovery Senior Living provides authentic lifestyle experiences that parallel the distinctive local and regional culture and the traditions that typify life in each area. It is a real estate company providing senior living, care, and resort lifestyle services.

Discovery Senior Living Careers

There has never been a more opportune time to join the dedicated team at Discovery Senior Living—the leader in providing exceptional service and care in the senior living industry.

Work You’ll Do

Join Discovery Senior Living's highly regarded team to assist in transforming the experience of senior living across the nation. This role offers the chance to be a part of a community that values growth, leadership, and innovation. Lead in a unique role that combines deep industry knowledge with a commitment to improving the lives of seniors. Engage with a professional team that drives industry standards through a culture of diversity, networking, and professional development. Collaborate with the nation’s top experts in senior living – a community of professionals dedicated to pioneering advancements in care and lifestyle options for seniors.

Introducing the Discovery Senior Living Career Development Program

The program is designed to foster the next generation of leaders in the senior living industry through comprehensive leadership and diversity training. Discovery Senior Living is committed to nurturing talent and providing pathways for career advancement.

Innovate and Lead

Be part of a team that is at the forefront of innovation in senior living. Discovery Senior Living employs over 6,000 dedicated professionals who are committed to enhancing the lives of seniors through cutting-edge solutions and compassionate care.

Grow Your Career

Discovery Senior Living offers a wealth of job opportunities that encourage professional growth and personal achievement. Team members are supported through extensive training programs and are encouraged to advance their skills through continued education and leadership roles.

Explore Job Opportunities and Benefits

Discovery Senior Living provides a robust array of benefits designed to support the health, well-being, and financial security of each team member. From comprehensive health benefits to professional development programs, team members are equipped with resources to succeed.

The Discovery Senior Living Difference

Through a commitment to excellence and a culture of respect and compassion, Discovery Senior Living sets itself apart as a leader in the senior living sector. The company’s focus on innovation, combined with its dedication to quality and service, makes it a prime choice for those seeking meaningful careers in this dynamic field.

Stay Connected

Join the Team

Search open positions that match your skills and interests. Discovery Senior Living looks for passionate, curious, and solution-driven professionals. Explore the various employment and internship positions available that promise a rewarding career in senior living.

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Learn more about Discovery Senior Living
Size
10,001 employees
Industry
Healthcare
* Ladders Estimates

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