Financial Analyst, Senior - Debt/Leasing

Overview

Recognized by Newsweek in 2024 and 2025 as one of America's Greatest Workplaces for Diversity

 

*Local Remote: Employee must live within 2.5 hrs of Milwaukee, WI  

 

Make Lives Better Including Your Own. If you want to work in an environment where you can become your best possible self, join us!  You’ll earn more than a paycheck; you can find opportunities to grow your career through professional development, as well as ongoing programs catered to your overall health and wellness.  Full suite of health insurance, life insurance and retirement plans are available and vary by employment status.  Additional benefits offered include, but are not limited to:

• Tuition Reimbursement
• Pet Insurance
• Adoption Reimbursement Benefits
• Variety of Associate Discounts

Veterans, transitioning active duty military personnel, and military spouses are encouraged to apply. 

 

To support our associates in their journey to become a U.S. citizen, Brookdale offers to advance fees for naturalization (Form N-400) application costs, up to $725, less applicable taxes and withholding, for qualified associates who have been with us for at least a year.

Responsibilities

Coordinates the due diligence process for the various financing arrangements. Serves as the liaison between Brookdale, the lender and the attorneys. Focuses on the business items required by the lenders. Supervises the finance assistants with the appraisal, engineering and environmental firms as well as dealing with other questions/issues that arise. Other responsibilities include forming, monitoring and dissolving joint venture with third parties; gathering due diligence material, scheduling capital contributions and calculating lease and management fees will be required.

 

Prepares, verifies and controls the entering of monthly and quarterly debt and lease accounting journal entries to the general ledger.

Completes balance sheet account reconciliations by the established due dates. Researches and resolves reconciling items in a timely manner.

Prepares supporting schedules and work papers for the company’s quarterly and annual SEC filings.

Researches and documents the appropriate accounting to apply generally accepted accounting principles to the company’s debt and lease transactions. Ensures the transaction is recorded accurately within the general ledger.

Prepares audit schedules and responds to auditor requests during financial audits, SOX audits or any other audit.

Prepares monthly and quarterly balance sheet and income statement fluctuation analysis for the company’s debt and lease general ledger accounts.

Corresponds with third party financial institutions, lessors, the treasury team, and internal stakeholders regarding the company’s debt and lease agreements and provides feedback where needed.

Maintain and update existing lease schedules within our lease accounting software on a regular basis.

Maintain continuous improvement focus around current processes and look for ways to make processes better than they are today.

This job description represents an overview of the responsibilities for the above referenced position. It is not intended to represent a comprehensive list of responsibilities. An associate should perform all duties as assigned by his/her supervisor.

Qualifications

Education and ExperienceBachelor's degree (BA or BS) from four-year college or university is required. In addition, three to five years of experience of accounting of accounting/finance is required.

 

Certifications, Licenses, and Other Special RequirementsNone

 

Management/Decision MakingApplies existing guidelines and procedures to make varied decisions within a department. Uses sound judgment and experience to solve moderately complex problems based on precedent, example, reasonableness or a combination of these.

 

Knowledge and SkillsPossesses extensive knowledge of a distinct skill or function and a thorough understanding of the organization and work environment. Has a working knowledge of a functional discipline. Interpersonal skills are crucial, as this position will be working extensively with other departmental staff. Organizational skills are of high priority as well as the ability to manage large projects. Individual should possess advanced skills in word processing and spreadsheet programs, preferably in Microsoft Word/Excel.

 

Physical Demands and Working Conditions

• Standing
• Walking
• Sitting
• Use hands and fingers to handle or feel
• Reach with hands and arms
• Stoop, kneel, crouch crawl
• Talk or hear
• Ability to lift:  up to 25 pounds
• Vision
• Requires interaction with co-workers, residents or vendors

Brookdale is an equal opportunity employer and a drug-free workplace.