Senior Financial Analyst

Position Summary:

Drive the care revenue and clinical integrity across network of 37 communities. Bridge clinical assessment data, pricing architecture, and staffing economics to identify margin drivers, cost misalignments, and network optimization opportunities. Provide visibility at every level — resident to community to region to system — so leadership can see exactly where variance is happening and what's driving it.

Key Responsibilities:

Assessment to ERP Accuracy

• Audit resident acuity and care level assessments against financial documentation; working with community clinical staff, confirm assessments drive accurate billing.
• Quantify revenue impact: care that is billed too low represents revenue leakage, while care that is billed too high creates compliance and collections risk.
• Identify patterns — which assessors are outliers, which communities show assessment drift, and which acuity tiers drive the most margin sensitivity

Pricing Architecture & Margin Analysis

• Model the relationship between assessments and actual cost to serve.
• Identify where pricing tiers don't align with cost drivers — for example, an intermediate care tier underpriced relative to assisted living or memory care.
• Track acuity creep: when average points rise but fees don't adjust, margin erodes; flag this across the portfolio.
• Quantify pricing leverage — if the memory care fee tier is adjusted by a given amount, what is the occupancy elasticity risk versus the margin gain

Clinical and Operational Analysis

Clinical Revenue Strategy and Management

• Provide complete care management support for assigned senior living communities, ensuring optimal occupancy, rate integrity, and overall revenue performance.
• Manage unit inventory and ensure all pricing, promotions, and availability are accurately merchandised across all clinical channels and inquiry platforms.
• Evaluate total revenue performance by analyzing independent living, assisted living, memory care, respite, and ancillary care streams to maximize community profitability.
• Conduct weekly revenue strategy meetings to review care performance, pricing strategy, and mix by care level and segment.
• Assist with pricing updates, evaluation of group or referral partnerships, and displacement analysis; develop tools to support pricing and margin strategy.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Analytics, Healthcare Administration, or a related field.
• 5+ years of experience in revenue analytics, FP&A, or revenue management — senior living, healthcare, or multifamily real estate operations strongly preferred.
• Demonstrated experience connecting clinical or operational data (e.g., resident acuity, care assessments) to financial and billing outcomes.
• Advanced Excel and financial modeling skills, with the ability to build analyses from scratch rather than simply maintain existing models.
• Experience with ERP and clinical/EMR systems (e.g., Yardi, PointClickCare, or similar senior living platforms) strongly preferred.
• Working knowledge of SQL or BI tools (Power BI, Tableau) for portfolio level reporting across a network with multiple sites.
• Proven ability to translate complex financial and clinical data into clear, actionable recommendations for senior leadership and ownership groups.
• Excellent written and verbal communication skills, with experience presenting to regional and corporate leadership.
• Highly attentive to detail and comfortable owning ambiguous problems that span multiple teams from start to finish.