Financial Analyst - job 1 of 2

Do you have HEART? We are looking for individuals who can embrace our mission to purposely brighten and enrich the lives of those we serve with HEART; Hospitality, Excellence, Appreciation, Respect & Teamwork. In this role you will be responsible for assisting the Asset Management team with monthly reporting, financial analysis, and underwriting ROI opportunities. The duties will include forecasting, investment analysis, budgeting and completing ah-hoc portfolio reporting and analysis.

Starting at $55,000

Hybrid position- Must be located in/near Chicago, IL

• Prepare investment projections.
• Ability to communicate effectively with all levels of management, employees and outside contacts.
• Financial modeling, budgeting, and forecasting of existing assets.
• Prepare financial packages for investors and lenders.
• Actively assist with annual budgeting process.
• Interface with investors, lenders and senior leadership team.
• Create and present analysis and results.
• Maintain confidentiality of all pertinent information.
• Interact professionally and effectively with all levels of the organization, residents, family members, etc.

Level of Formal Education: Bachelor’s Degree

Area of Study: Finance, real estate, or accounting

Years of Experience:  Entry-level (0-5+ years)

Type of Experience: Experience with Senior Housing is preferred, but not required

Language Skills: Read, write, speak, and understand English language

Technical Competencies: Microsoft office experience

Skills and Ability:

• Possess strong organizational skills and ability to multi-task and meet deadlines.
• Interact professionally and effectively with all levels of the organization, including community staff, residents, family members, and investors.
• Skill in verbal and written communication

Information Systems: Yardi, Hyperion and other related management software, experience with Oracle Essbase is a plus but not required

Personal Attributes: exceptional communication both written and verbal, team player and multi-task. 

Other/ Preferred:

• Moderate travel required.

Driving Requirement:

Does this job require the ability and license to drive an automobile? Yes 

Senior Lifestyle offers a comprehensive benefits plan to eligible team members including health, dental, vision, retirement benefits, short-term disability, long-term disability, and paid time off. All Senior Lifestyle positions are eligible to use DailyPay, an application that allows you to access your earned but unpaid wages before your next payday. Senior Lifestyle requires that all employees provide proof of COVID-19 vaccination unless exempt due to medical, religious, or personal beliefs. Government requirements or exclusions may apply.