Senior Living Operations Financial Analyst

Plante Moran

. Perform detailed operational and financial analyses for senior living organizations, communities, portfolios, and development initiatives .

Posted 10/9/2026full-timeUnited StatesSenior💰 $80,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial and operational analysis within the senior living industry, utilizing advanced data analytics and visualization techniques to drive performance improvement and strategic recommendations. Proficient in managing complex datasets and delivering clear, actionable insights to stakeholders.

Highest-signal resume keywords

Financial AnalysisQuantitative AnalysisData VisualizationMicrosoft Excel ProficiencySenior Living Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational AnalysisBenchmarkingPayroll Data AssessmentFinancial ModelingScenario AnalysisSensitivity AnalysisFeasibility AnalysisReport WritingPresentation SkillsData Management

Soft Skills

Interpersonal SkillsAttention to DetailOrganizational SkillsJudgmentCollaboration

Tools & Technologies

Microsoft WordMicrosoft PowerPointBusiness Intelligence ToolsData Visualization ToolsAI Tools

Industry Keywords

Senior LivingHealth CareHospitalityReal EstateConsulting

About the role

Key responsibilities & impact

Perform detailed operational and financial analyses for senior living organizations, communities, portfolios, and development initiatives
Analyze payroll and labor data, including staffing, wages, overtime, agency utilization, productivity, benefits, and departmental cost structure
Evaluate operating performance across occupancy, revenue, pricing, labor, care delivery, dining, facilities, sales and marketing, and administration
Benchmark client performance against internal, peer, market, and industry benchmarks
Monitor and synthesize senior living industry trends, operating indicators, economic factors, and emerging practices
Manage, clean, organize, reconcile, and analyze large, complex, confidential datasets
Use data visualization and storytelling to convert complex findings into clear narratives
Connect operating metrics and financial results to business drivers and identify performance-improvement actions
Develop recommendations, implementation tactics, performance targets, and monitoring approaches
Work directly with senior living clients to gather information, understand context, test hypotheses, and validate findings
Participate in client interviews, meetings, site visits, and working sessions
Prepare concise reports integrating quantitative findings, charts, tables, observations, conclusions, and recommendations
Develop client-ready presentations and explain complex analysis to stakeholders
Contribute to engagement planning, work plans, information requests, deliverables, and deadlines
Use approved AI tools for research, analysis, scenario testing, pattern identification, and reporting while validating outputs and protecting confidential information
Assist with pro forma financial models for senior living developments, expansions, renovations, acquisitions, and asset repositioning
Support assumptions for unit mix, occupancy ramp-up, rates, ancillary revenue, staffing, expenses, capital needs, and stabilization
Perform scenario, sensitivity, and feasibility analyses
Translate model results into investment and operating implications

Requirements

What you’ll need

Bachelor’s degree in finance, accounting, economics, business, data analytics, health care administration, hospitality, or a related field
3–7 years of experience
Strength in quantitative analysis, financial analysis, operational analysis, benchmarking, and interpretation of business performance
Advanced proficiency in Microsoft Excel
Strong proficiency in Microsoft Word and PowerPoint
Experience with business intelligence, visualization, database, or financial modeling tools is preferred
Ability to use AI tools responsibly and effectively in research, analysis, modeling support, and written deliverables
Excellent report writing, editing, and presentation skills
Ability to assess payroll and labor data and understand its relationship to service delivery, resident acuity, occupancy, revenue, productivity, and margin
Ability to manage multiple assignments, organize significant amounts of information, maintain attention to detail, and complete high-quality work on time and within budget
Strong interpersonal skills and confidence working collaboratively with client personnel at all organizational levels
Ability to exercise sound judgment, maintain confidentiality, and work effectively as part of a project team
Senior living, health care, hospitality, real estate, consulting, or related industry experience is preferred
Willingness to travel up to 30% of the time, including overnight stays
Ability to work in Chicago or Metro Detroit office, and willingness to relocate if necessary
Must be legally authorized to work in the United States without sponsorship, except qualified bilingual candidates in Japanese and English or Chinese and English

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
Disability insurance
Life insurance
Flexible Time Off
Predetermined holidays
401(k) plan
Flexible benefits plans
Business-related travel expense reimbursement
Lodging and meal reimbursement for business-related use
Pension plan for eligible administrative and paraprofessional staff
Discretionary bonus plan
Option for some contingent staff to elect health insurance
Limited paid sick time for some contingent staff
Workplace flexibility through the “Workplace for Your Day” model
Professional growth and development opportunities