What are the responsibilities and job description for the Financial Planning Analyst position at Bridge Investment Group?
Make an impact
As an FP&A Analyst at BSL, you’ll work closely with our Finance and Sales teams to manage revenue and analyze operations for over 30 senior housing communities. You’ll provide key financial insights and recommendations to help us stay competitive and grow.
Key Responsibilities:
- Proven experience in creating comprehensive financial reports, along with a strong ability to analyze data, develop forecasts, and provide actionable insights to drive strategic decision-making.
- Help with revenue forecasting by working with the Vice President of Financial Planning & Analysis to align forecasts with trends.
- Work with Finance and Sales to create pricing strategies that keep us competitive and optimize revenue.
- Manage resident concessions to ensure they align with our occupancy and revenue goals.
- Monitor market rates and suggest adjustments to improve financial performance.
- Oversee annual resident rate increases and communicate changes to residents while ensuring alignment with market trends.
- Partner with Talent Acquisition and Finance to manage staffing levels and ensure they meet budget and operational needs.
- Prepare and reconcile labor reports and forecasts to assist leadership in making informed staffing and cost decisions.
What you should bring to the role
- Bachelor's degree in Finance, Accounting, or a related field.
- 2 years of experience in finance operations or financial planning (FP&A).
- Strong Excel skills, including building scalable financial models.
- Experience in real estate or healthcare is a bonus.
- Experience in dealing with databases, queries, or VBA is a plus.
- Experience with Workday Adaptive Planning tool is a plus.
- Excellent communication, organizational, and problem-solving skills.
What you will be a part of
A collaborative team that will help drive key financial decisions, joining a dynamic fast-paced environment with opportunities for learning and growth and helping to shape the financial future of our Bridge Senior Living growing housing portfolio!
