Job Type
Full-time
Description
POSITION SUMMARYThe Senior Financial Analyst plays a critical role in supporting Cogir Management USA's financial strategy through financial analysis, reporting, business intelligence, forecasting, and cash flow analysis. Based out of our corporate office in Scottsdale, AZ, this position works closely with operations, accounting, and executive leadership. The Senior Financial Analyst is responsible for delivering high-quality financial analysis and actionable insights that will guide decision-making, enhance performance, and support growth opportunities across our portfolio. This role requires strong analytical expertise, attention to detail, and the ability to translate complex financial data into clear, business-focused recommendations that align with our mission of delivering exceptional senior living experiences.
KEY RESPONSIBILITIES- Analyzing monthly, quarterly, and annual KPIs that compare actual versus budgeted, driving business insights for more effective management and trend analysis.
- Support Regional Vice Presidents of Operations and Executive Directors with financial and business analytics reporting for more effective property-level financial management.
- Performance management benchmarking and reporting key performance indicators (KPIs) linking the company strategy with business outcomes.
- Develop reporting for forecasting and monthly financial results analysis to be utilized by senior management.
- Assist with the annual budgeting and monthly/quarterly forecasting processes, focusing on underlying business drivers, key financial and operating metrics, and financial sensitivity analysis.
- Assist in designing and developing business analytical tools and analysis, focused on operational efficiency metrics and measures.
- Gather property-specific market information by researching various sources, including industry, regulatory, economic, demographic, and property information.
- Develop Ad hoc business analysis and reports to drive intelligence and improve business decision making.
- Drive insights across occupancy, revenue, NOI, and key operational KPIs.
- Identify performance opportunities and support execution tracking across the portfolio.
- Ad hoc analysis and projects as needed.
Requirements
CANDIDATE QUALIFICATIONSEducation:- A bachelor's degree in business, Finance, Economics, or a related field is required.
Experience, Competencies, and Skills:- 3-5 years of progressive experience in financial analysis, FP&A, or corporate finance.
- Experience in the Senior Housing, Hospitality, Multifamily, or Commercial Real Estate industry is preferred.
- Demonstrated expertise in financial analysis, forecasting, reporting, and budgeting.
- High proficiency in Microsoft Excel, budgeting tools, and Power BI
- Strong analytical and financial management skills.
- Strong work ethic and ability to support multiple projects in parallel and prioritize competing demands under the pressure of time-sensitive deadlines.
- Excellent interpersonal, verbal, and written communication skills.
- Highly driven and motivated to join a team that offers a tremendous opportunity to grow personally and professionally.
Special Requirements:- Must be in office a minimum of 3 days per week.
