FP & A Analyst

FP&A Analyst

Location: Toledo, Ohio

(Local and regional candidates strongly preferred)

About the Company

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 internationally. With a portfolio of more than 1,500 senior housing, wellness, and healthcare-oriented communities across the United States, Canada, and the United Kingdom, the organization operates at the intersection of healthcare, hospitality, housing, and data-driven real estate investment. Combining sophisticated real estate strategy with healthcare-focused operational excellence, the company creates purpose-driven environments that enhance quality of life for seniors while supporting evolving healthcare needs. Its portfolio spans large-scale healthcare infrastructure as well as boutique assisted living and memory care communities focused on personalized care, coordinated healthcare delivery, and higher-acuity resident populations. Driven by innovation, analytics, operational discipline, and long-term strategic growth, the organization has established itself as a leader within one of the fastest-growing and most resilient sectors in the market today. The culture is collaborative, entrepreneurial, and performance-oriented, encouraging employees to think independently, solve complex challenges, and contribute meaningfully across the business. This is an exceptional opportunity to join a globally recognized platform offering exposure to sophisticated portfolio analytics, operational finance, executive-level strategy, and healthcare-oriented real estate within a dynamic and rapidly evolving environment.

About the Role

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 segments. 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 teams.

Responsibilities

• Support property-level and portfolio-level budgeting and forecasting processes
• Conduct variance analysis and identify key operational and financial performance drivers
• Analyze occupancy trends, labor metrics, operating expenses, and portfolio performance
• Assist with operational and financial analysis to improve property-level outcomes
• Develop and maintain financial models, dashboards, and reporting tools
• Support quarterly reporting and financial review processes
• Analyze property, operator, and portfolio financial statements, including income statements, balance sheets, and cash flow statements
• Partner cross-functionally with operations, finance, and leadership teams to support strategic decision-making
• Prepare recurring and ad hoc financial reports, presentations, and analytical summaries for senior management
• Support operational reporting, financial systems, and business intelligence initiatives
• Participate in regular business performance meetings with leadership teams
• Assist with strategic initiatives, acquisitions, portfolio analysis, and ad hoc finance projects

Qualifications

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 1–3 years of experience in FP&A, corporate finance, accounting, investment analysis, consulting, or related fields
• Strong financial modeling and analytical capabilities
• Advanced proficiency in Microsoft Excel
• Strong communication and presentation skills
• Excellent organizational skills and attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Ability to translate complex financial data into actionable business insights

Preferred Qualifications

• MBA, CPA, or advanced financial certifications preferred
• Experience within healthcare, real estate, REITs, hospitality, senior housing, or multi-site operations environments
• Exposure to Power BI, Anaplan, Tableau, or similar financial planning and business intelligence platforms

Why This Opportunity Stands Out

This role offers significantly more exposure than a traditional FP&A position. Professionals joining the organization will gain:

• Exposure to sophisticated portfolio and operational finance
• Visibility across executive leadership and strategic initiatives
• Experience within a rapidly evolving healthcare and senior living environment
• Opportunity to contribute to high-impact business decisions
• A collaborative and entrepreneurial culture focused on innovation and growth
• Long-term career growth within a globally expanding platform

Equal Opportunity Statement

The company seeks ambitious professionals who thrive in dynamic environments, enjoy solving complex business problems, and are motivated by meaningful work that positively impacts communities and quality of life for seniors. The organization is committed to fostering a diverse, inclusive, and equal opportunity workplace environment for all employees.

Additional Information

• Some domestic travel may be required
• Candidates currently based in or familiar with the Toledo and broader Midwest market are strongly preferred
• Employment is contingent upon successful completion of background verification and applicable pre-employment screening processes