What are the responsibilities and job description for the Financial Analyst position at Cogir Senior Living?
THE COMPANY
Cogir Senior Living, based in Scottsdale, Arizona, proudly oversees a network of senior living communities spanning 11 states nationwide. As a trusted leader in senior housing, we are dedicated to growth while maintaining our commitment to exceptional care for our residents and a supportive, growth-focused environment for our team members. At Cogir, our culture is rooted in the core values of human focus, creativity, and excellence, which inspire us to continuously improve and achieve excellence in all we do. Join us in our mission to enrich the lives of our residents while building a meaningful and fulfilling career!
WHAT WE OFFER
- Health, Dental, Vision, and Life Insurance.
- 401K with company match.
- Paid Vacation, Holidays, and Sick Leave.
- Employee Assistance Program,
- Generous Employee Referral Program and more.
THE POSITION
The Financial Analyst will be a key direct report to the Director of Budgeting and Financial Planning. The Financial Analyst is primarily responsible for supporting Cogir Management USA's budgeting, reporting, business intelligence, forecasting, and underwriting processes. The work environment is out of our corporate office in Scottsdale, AZ, with a Monday-to-Friday schedule.
RESPONSIBILITIES
- Assist with the underwriting, due diligence, closing, and implementation processes of acquisitions, developments, and dispositions.
- Assist with the annual budgeting and quarterly forecasting processes, focusing on underlying business drivers, key financial and operating metrics, and financial sensitivity analysis.
- Develop reporting for forecasting and monthly financial results analysis to be utilized by senior management.
- Ownership of performance management benchmarking platform and reporting key performance indicators (KPIs) linking company strategy with business outcomes.
- Report monthly, quarterly, and annual KPIs that compare actual versus budgeted information, driving business insights for more effective management.
- Assist in designing and developing business analytical tools and analysis, focused on operational efficiency metrics and measures.
- Support Regional Vice Presidents of Operations and Executive Directors with financial and business analytic reporting for more effective property-level financial management.
- Gather property-specific & market information by researching various sources, including industry, regulatory, economic, demographic, and property information.
- Ad hoc analysis and projects as needed.
CANDIDATE QUALIFICATIONS
Education:
- A strong academic background with a bachelor's degree in Business, Finance, Economics, or a related field is required.
- An MBA, MSF, MFin, MAFM, MA, or other relevant advanced degree is preferred but not required.
Experience, Skills, and special requirements:
- At least 2-4 years of experience in financial analysis, asset management, underwriting, and/or FP&A.
- Experience in the Senior Housing, Hospitality, Multifamily, or Commercial Real Estate industry is preferred, as is experience working with an Owner/Developer of senior housing, multifamily, or mixed-use projects.
- High proficiency in Microsoft Excel with fluency in x-lookups, index match, and pivot tables.
- Strong financial modeling skills.
- Experience or exposure to analytical visualization tools is a plus.
- Strong analytical and financial management skills.
- Strong work ethic and ability to support multiple projects in parallel and prioritize competing demands under the pressure of time-sensitive deadlines.
- Excellent interpersonal, verbal, and written communication skills.
- A true entrepreneurial spirit with the commitment and wherewithal to grow the Cogir Management USA platform collaboratively.
- Highly driven and motivated to join a team that offers a tremendous opportunity to grow personally and professionally.
- Lives within 30 miles of Scottsdale, AZ.
Apply today and become part of the Cogir Family!
