FP & A Analyst

FP&A Analyst

Location: Toledo, Ohio

A globally recognized, publicly traded healthcare real estate and wellness infrastructure company and member of the S&P 500 is redefining the future of senior living, healthcare infrastructure, and wellness-focused communities across North America and internationall

y.

The FP&A Analyst will support financial planning, forecasting, operational analysis, and portfolio performance initiatives across a dynamic senior housing and healthcare real estate platform. This role partners closely with finance, operations, and leadership teams to deliver actionable insights, support strategic decision-making, and enhance portfolio performance through data-driven analysis and reporting. Responsibilities include budgeting, forecasting, variance analysis, financial modeling, operational reporting, and cross-functional business support across multiple communities and operating segmen

ts.

The ideal candidate is analytical, detail-oriented, intellectually curious, and comfortable operating within a fast-paced, collaborative environment with exposure to senior leadership and cross-functional te

ams.

Responsibil

• ities
• Support property-level and portfolio-level budgeting and forecasting pro
• cessesConduct variance analysis and identify key operational and financial performance d
• riversAnalyze occupancy trends, labor metrics, operating expenses, and portfolio perfo
• rmanceAssist with operational and financial analysis to improve property-level ou
• tcomesDevelop and maintain financial models, dashboards, and reporting
• toolsSupport quarterly reporting and financial review pro
• cessesAnalyze property, operator, and portfolio financial statements, including income statements, balance sheets, and cash flow stat
• ementsPartner cross-functionally with operations, finance, and leadership teams to support strategic decision-
• makingPrepare recurring and ad hoc financial reports, presentations, and analytical summaries for senior mana
• gementSupport operational reporting, financial systems, and business intelligence initi
• ativesParticipate in regular business performance meetings with leadership
• teamsAssist with strategic initiatives, acquisitions, portfolio analysis, and ad hoc finance pr

ojects

Required Qualifi

• cations
• Bachelor’s degree in Finance, Accounting, Economics, or relat
• ed field1–3 years of experience in FP&A, corporate finance, accounting, investment analysis, consulting, or relate
• d fieldsStrong financial modeling and analytical capa
• bilitiesAdvanced proficiency in Microso
• ft ExcelStrong communication and presentatio
• n skillsExcellent organizational skills and attention t
• o detailAbility to manage multiple priorities in a fast-paced env
• ironmentAbility to translate complex financial data into actionable business

insights

Preferred Quali

• fications
• MBA, CPA, or advanced financial certifications
• preferredExperience within healthcare, real estate, REITs, hospitality, senior housing, or multi-site operations en
• vironmentsExposure to Power BI, Anaplan, Tableau, or similar financial planning and business intelligence

platforms

Additional

• Information
• Some domestic travel may
• be requiredCandidates currently based in or familiar with the Toledo and broader Midwest market are strong
• ly preferredEmployment is contingent upon successful completion of background verification and applicable pre-employment screeni

ng processes