Oakmont Senior Living

Senior Financial Analyst

Oakmont Senior Living • $90K — $120K *
Irvine, CA 92620In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Real Estate, or related field.
  • 3-5 years of progressive FP&A experience in corporate and segment roles.
  • Advanced Excel skills for complex analytical tasks.
  • Expertise in financial systems, preferably Anaplan; PowerBI knowledge is a plus.
  • Strong attention to detail and capability to ensure data accuracy.
  • Proficient in data analysis with the ability to generate actionable insights.
  • Excellent communication skills for effective collaboration.

Responsibilities

  • Develop and manage timely and accurate budgets and forecasts for various communities.
  • Monitor expenses and provide actionable recommendations aligned with organizational goals.
  • Create and manage financial models and KPI dashboards to enhance operational performance.
  • Prepare insightful reports and presentations for senior management and stakeholders.
  • Support the implementation of financial planning and forecasting tools.
  • Automate and improve reporting processes while ensuring data accuracy.
  • Collaborate with leadership on ad hoc projects that influence company strategy.

Benefits

  • 401k Retirement Plan & Life Insurance
  • Medical, Dental and Vision benefits
  • Vacation, Personal Day, Sick Pay, Holidays
  • Student Loan Refinancing
  • Pet Insurance
  • LifeCare, Employee Assistance Program
  • Emergency Family Fund
  • Career Growth, Relocation and Travel Opportunities
Full Job Description
Senior Financial Analyst

The Senior Financial Analyst will be instrumental in budgeting, forecasting, and reporting for our communities. This role offers an exciting opportunity to contribute to the financial strategy and operational performance of our organization.

The Senior Financial Analyst, reporting directly to the Director of FP&A, will serve as a dedicated financial business partner. The role requires a highly analytical, collaborative, and results-oriented individual who can translate complex financial data into actionable insights.

Salary range: $90k-$120k

Responsibilities:

Financial Planning and Analysis
  • Develop and manage budgets, forecasts, and variance analysis for communities timely and accurately
  • Provide expense monitoring and actionable recommendations that support organizational goals
  • Design and manage robust financial models and KPI dashboards to monitor and enhance operational performance
  • Prepare insightful reports and presentations for senior management and capital partners, enabling data-driven strategy

System Implementation and Process Improvement
  • Support the implementation of a financial planning and forecasting tool
  • Review transactions for data accuracy while automating and improving reporting processes

Business Partnering and Strategic Support
  • Collaborate with Finance, Accounting, and Operations leadership on impactful ad hoc projects that shape company strategy
  • Add insight through enhanced reporting and financial analysis with guidance from FP&A management

Qualifications
  • Bachelor's degree in Finance, Accounting, Economics, Real Estate, or related field.
  • 3-5 years of progressive FP&A experience, including both corporate and segment FP&A
  • Advanced Excel skills
  • Expertise in financial systems (Anaplan is preferred); PowerBI is a plus
  • Strong attention to detail and accuracy
  • Ability to extract, analyze data, draw conclusions, and make actionable recommendations
  • Ability to manage and take ownership of priorities and projects, and meet deadlines in a fast-paced environment
  • Proactive problem-solver with continuous improvement mindset
  • Excellent communication skills, both written and verbal
  • Adaptable and quick learner, especially with new technologies and processes

Position Requirements
  • Must be at least eighteen (18) years of age.
  • Demonstrate ability to build and maintain positive working relationships at all levels across the Company.
  • Strong analytical and problem-solving skills; highly motivated and able to work independently or collaboratively depending upon circumstances.
  • Strong communication and presentation skills.
  • Proficient with Microsoft Office Suite or related software.
  • Must pass a Criminal Background check.

Why should you choose a career with Oakmont?
  • 401k Retirement Plan & Life Insurance
  • Medical, Dental and Vision benefits
  • Vacation, Personal Day, Sick Pay, Holidays
  • Student Loan Refinancing
  • Pet Insurance
  • LifeCare, Employee Assistance Program
  • Emergency Family Fund
  • Career Growth, Relocation and Travel Opportunities

About Oakmont Senior Living

Oakmont Senior Living Careers

There has never been a more opportune time to join the dedicated team at Oakmont Senior Living—the leader in providing innovative and high-quality senior care solutions.

Work You’ll Do

Join Oakmont Senior Living’s exceptional team to assist in transforming the lives of seniors through compassionate care and innovative practices. This company stands at the forefront of the senior living industry, combining expertise in healthcare with profound leadership in all its operations. Lead in a unique role that intersects healthcare, community, and technological innovation, enhancing the lives of residents with cutting-edge solutions and personalized care plans. Engage with a professional team that values diversity and leadership, committed to fostering an inclusive environment that encourages growth and development. Collaborate with over 3,000 dedicated professionals who are focused on creating a difference in the lives of the elderly, making Oakmont Senior Living a beacon of innovation and care in the industry.

Introducing Oakmont Senior Living Career Opportunities

The team is actively building a leading career development path to help professionals master their skills in senior care and management.

Do Innovative Work

Be part of the largest group of healthcare and senior living professionals—3,000+ dedicated individuals at the intersection of compassion, leadership, and innovation.

Drive Innovative Solutions

Deliver targeted solutions and care through a depth and breadth of experience in senior living that is unmatched in the industry.

Be Part of a Great Team

Work with a wide-ranging team of healthcare professionals and harness the unparalleled capabilities, extensive scale, and joint solution development that Oakmont Senior Living offers.

Future-proof Your Career

Advance your career with limitless opportunities at Oakmont Senior Living, supported by unmatched training, development, and certification programs.

Explore

Discover how Oakmont Senior Living is revolutionizing senior care: - Implementing predictive healthcare solutions to enhance resident wellness. - Leading with mobility and independence programs that set industry standards.

The Oakmont Senior Living Difference

The combined service capabilities, extensive scale, and joint solution development enable Oakmont Senior Living to lead transformation in the senior care industry. Clients and families across the nation turn to Oakmont Senior Living for innovative strategies and solutions that drive growth and improve quality of life in the golden years.

Stay Connected

Join the Team

Search open positions that match your skills and interests. Oakmont Senior Living looks for passionate, curious, creative, and solution-driven team players. SEARCH OAKMONT SENIOR LIVING JOBS

Keep Up to Date

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Learn more about Oakmont Senior Living
Size
1,001 employees
Industry
Healthcare
* Ladders Estimates

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