Senior Financial Analyst

Brookdale Senior Living; Brentwood (CA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance

401(k)

Associate assistance program

Employee discounts

Referral program

Early wage access (outside CA)

Job summary

Brookdale Senior Living is seeking a Senior Financial Analyst to lead Revenue and Pricing Management initiatives within our senior housing portfolio. You will optimize pricing strategies, drive occupancy and revenue growth, and deliver actionable insights through advanced financial modeling and market analysis.

The role partners with operations, sales, and marketing to align pricing with community goals, builds dynamic models, and provides data-driven recommendations to senior leadership.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration or related field.
• 3+ years progressive financial analysis experience; CFA valued but not required.
• Advanced proficiency in financial modeling and data analysis tools (Excel, Tableau, SQL, Oracle, Essbase).
• Strong communication skills for presenting to non-financial stakeholders.

Responsibilities

• Lead Revenue and Pricing Management initiatives across communities.
• Analyze market trends, competitive positioning, and local demand to inform pricing decisions.
• Build and maintain financial models for pricing scenarios and capex proposals.
• Monitor KPIs such as occupancy, RevPOR, and lead-to-move-in metrics.
• Provide regular reporting and executive-level data-driven recommendations.

Skills

Financial modeling

Excel

SQL

Tableau

Education

Bachelor's degree in Finance/Business/Analytics

CFA designation valued

Tools

Tableau

SQL

Oracle

Essbase

Job description

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

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.

Part and Full Time Benefits Eligibility

• Medical, Dental, Vision insurance
• 401(k)
• Associate assistance program
• Employee discounts
• Referral program
• Early access to earned wages for hourly associates (outside of CA)
• Optional voluntary benefits including ID theft protection and pet insurance

Full Time Only Benefits Eligibility

• Paid Time Off
• Paid holidays
• Company provided life insurance
• Adoption benefit
• Disability (short and long term)
• Flexible Spending Accounts
• Health Savings Account
• Optional life and dependent life insurance
• Optional voluntary benefits including accident, critical illness and hospital indemnity Insurance, and legal plan
• Tuition reimbursement

Base pay in range will be determined by applicant's skills and experience. Temporary associates are not benefits eligible but may participate in the company's 401(k) program.

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.

The application window is anticipated to close within 30 days of the date of the posting.

Education and Experience

Bachelor's degree (B.A.) from Four-year College or university preferred; and three to five years related experience and/or training; or equivalent combination of education and experience.

Certifications, Licenses, and Other Special Requirements

None

Management/Decision Making

Applies 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. Uses analytic skills and an in-depth understanding of the organization and the business in order to handle arising problems and issues.

Knowledge and Skills

Possesses 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 with a history of performing market level research. 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
• 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.

Addendum to Job Summary

We are seeking a highly analytical and strategic Senior Financial Analyst to lead Revenue and Pricing Management initiatives within our senior housing portfolio. This role is responsible for optimizing pricing strategies, driving occupancy and revenue growth, and delivering actionable insights through advanced financial modeling and market analysis.

Addendum to Essential Functions

• Develop and implement dynamic pricing strategies across independent living, assisted living, and memory care communities to maximize revenue and occupancy. Evaluate the effectiveness various revenue optimization, pricing and discounting initiatives.
• Analyze market trends, competitive positioning, and local demand to inform pricing decisions and strategic initiatives.
• Partner with operations, sales, and marketing teams to align pricing strategies with community-level goals and broader organizational objectives.
• Build and maintain financial models to evaluate pricing scenarios, promotional strategies, and capital investments.
• Monitor key performance indicators (KPIs) such as occupancy rates, RevPOR (Revenue Per Occupied Room), and lead-to-move-in conversion rates.
• Provide regular reporting and executive-level presentations with data-driven recommendations.
• Ensure data integrity across systems and continuously improve reporting tools and processes.

Addendum to Education and Experience

• Bachelor's degree Finance, Economics, Business Administration, Business Analytics, Data Science, or a related field required.
• Minimum of 3 years progressive financial analysis experience, with 1 year in the senior housing, hospitality, healthcare, real estate, or related industry highly desired.
  Chartered Financial Analyst (CFA) designation highly valued, but not required.
• Advanced proficiency in financial modeling and data analysis tools (e.g., Excel, Tableau, SQL, Oracle, SmartView/Ess-base or similar platforms).
  Exceptional analytical, problem-solving, and critical-thinking skills.
• Strong communication skills with the ability to present complex financial concepts to non-financial stakeholders.

Job Description

The Senior Financial Analyst role is a key regional support role and provides strategic support to all regional teams including Operations, Sales, Clinical, Dining and Asset Management. Through excellent financial acumen, partnership with regional leadership and teams, and strong interpersonal skills this role is a key contributor to the success of the operational results, with a focus primarily in support of operations through market level research to determine appropriate price position.

Builds models and performs ad-hoc financial analysis for divisional, regional and senior leadership teams. Identifies and leads the development of high impact value-add analysis on business drivers, trends and risk/opportunities by utilizing both internal and external data. Assists divisional, regional and community teams through projections and annual budgeting cycle. Drives analysis of the division's price strength and impact of discount and incentive practices. Drives ROI analysis process for New Economics capex proposals. Suggests and implements cost reduction targets and tracks progress towards achieving goals. Assists in the preparation of monthly and quarterly division and region updates. Provides training, as needed, to regional and community teams related to FP&A

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.