Financial Analyst II

Pacific Retirement Services, Inc.; Medford (OR); On-site; USD 89,000 - 112,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision Insurance

Paid Time Off (PTO)

401(k) with 4% Employer Match

Profit Sharing Plan

Employee Referral Bonus Program

Pet Insurance

Job summary

Pacific Retirement Services, Inc. seeks a Financial Analyst II to lead budgeting, forecasting and long-range planning with advanced financial models.

You’ll analyze liquidity, debt schedules and capital planning, while supporting strategic initiatives and improving internal controls.

Qualifications

• Advanced financial modeling and analytical skills with attention to detail.
• Experience with budgeting, forecasting, and long-range financial planning.

Responsibilities

• Lead budgeting, forecasting, and long-range financial planning activities with advanced models.
• Prepare and analyze financial reports, liquidity forecasts, debt schedules, covenant calculations, and capital planning analytics.
• Support strategic initiatives through market research, pricing analysis, and feasibility studies.
• Serve as a subject matter expert for financial systems and planning platforms (Workday/Adaptive).

Skills

Financial modeling

Forecasting

GAAP knowledge

Analytical thinking

Education

Bachelor’s degree in accounting, finance, business

Tools

Workday Financials

Adaptive Planning

Excel

Job description

Overview

Pacific Retirement Services (PRS) is a national, not-for-profit leader in senior living and healthcare, dedicated to empowering people to lead meaningful lives as they age. We are seeking a Financial Analyst II to serve as a lead financial resource supporting PRS, its affiliated organizations, and managed communities. This role combines advanced financial analysis, forecasting, planning, and reporting with opportunities to support strategic initiatives and organizational growth.

What You’ll Be Doing

• Lead budgeting, forecasting, and long-range financial planning activities while developing advanced financial models and scenario analyses.
• Prepare and analyze financial reports, liquidity forecasts, debt schedules, covenant calculations, and capital planning analytics.
• Support strategic initiatives through market research, pricing analysis, feasibility studies, and development-related financial analysis.
• Serve as a subject matter expert for financial systems, reporting tools, and planning platforms, including Workday Financials and Adaptive Planning.
• Identify process improvements, strengthen internal controls, support executive reporting, and provide guidance on complex financial matters.

Salary: $89,360k - $111,700k / annually DOE

Preferred candidates will reside in on the following states: TX, CA, OR, WA, AZ, TX

About You

• Minimum of four years of experience in finance, FP&A, treasury analytics, or a related field.
• Advanced financial modeling and analytical skills with strong attention to detail.
• Strong understanding of Generally Accepted Accounting Principles (GAAP) and financial reporting practices.
• Proficiency in Microsoft Excel, financial systems, and reporting tools; Workday Financials and Adaptive Planning experience preferred.
• Bachelor’s degree in accounting, finance, business, or a related field preferred.

Working at PRSMI, you will enjoy the following benefits:

• Medical Insurance: Choose from multiple plans for you and your dependents, effective the 1st of the month after hire, with premiums subsidized up to 100% for employees.
• Dental & Vision Insurance: Bundled coverage and multiple options, with premiums subsidized up to 100% for employees.
• Paid Time Off (PTO): Use it as you earn it—take time off when you want or choose PTO+ for extra pay.
• 401(k) with 4% Employer Match.
• Profit Sharing Plan.
• Employee Referral Bonus Program.
• Pet Insurance (voluntary).