Senior Financial Analyst

Oakmont Management; Irvine (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401k Retirement Plan & Life Insurance

Medical, Dental, and Vision benefits

Vacation, Personal Day, Sick Pay, &hol

Student Loan Refinancing

Pet Insurance

LifeCare Employee Assistance Program

Emergency Family Fund

Career Growth, Relocation and Travel

Job summary

Oakmont Management Group based in Irvine, California seeks a Senior Financial Analyst to lead budgeting, forecasting and reporting for our communities. Reporting to the Director of FP&A, you will be a dedicated financial business partner, translating complex data into actionable insights that shape strategy and drive performance.

Requirements include a Bachelor's in Finance, 3–5 years of FP&A experience, advanced Excel, and experience with Anaplan or Power BI.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Real Estate or related field.
• 3–5 years of progressive FP&A experience including both corporate and segment FP&A.
• Advanced Excel skills.
• Expertise in financial systems; Anaplan is preferred; Power BI is a plus.
• Strong attention to detail and accuracy.
• Ability to extract, analyze data, draw conclusions and make actionable recommendations.
• Ability to manage priorities and projects and meet deadlines in a fast-paced environment.

Responsibilities

• Financial Planning and Analysis: Develop and manage budgets, forecasts, and variance analysis for communities, timely and accurately.
• Provide expense monitoring and actionable recommendations that support organizational goals.
• Design and manage robust financial models and KPI dashboards to monitor and enhance operational performance.
• Prepare insightful reports and presentations for senior management and capital partners enabling data-driven strategy.
• System Implementation and Process Improvement: Support the implementation of a financial planning and forecasting tool.
• Review transactions for data accuracy while automating and improving reporting processes.
• Business Partnering and Strategic Support: Collaborate with Finance, Accounting and Operations leadership on ad hoc projects that shape company strategy.

Skills

Advanced Excel

Financial data analysis

Anaplan

Power BI

Attention to detail

Communication skills

Education

Bachelor's degree in Finance, Accounting, Economics, Real Estate or related field

Tools

Microsoft Office Suite

Anaplan

Power BI

Job description

Senior Financial Analyst

The Senior Financial Analyst will be instrumental in budgeting forecasting and reporting for our communities This role offers an exciting opportunity to contribute to the financial strategy and operational performance of our organization The Senior Financial Analyst reporting directly to the Director of FP&A will serve as a dedicated financial business partner The role requires a highly analytical collaborative and results oriented individual who can translate complex financial data into actionable insights

Salary range 90k 120k

Responsibilities

Financial Planning and Analysis

Develop and manage budgets forecasts and variance analysis for communities timely and accuratelyProvide expense monitoring and actionable recommendations that support organizational goals

Design and manage robust financial models and KPI dashboards to monitor and enhance operational performance

Prepare insightful reports and presentations for senior management and capital partners enabling data driven strategy

System Implementation and Process Improvement

Support the implementation of a financial planning and forecasting tool

Review transactions for data accuracy while automating and improving reporting processes

Business Partnering and Strategic Support

Collaborate with Finance Accounting and Operations leadership on impactful ad hoc projects that shape company strategy

Add insight through enhanced reporting and financial analysis with guidance from FP&A management

Qualifications

Bachelors degree in Finance Accounting Economics Real Estate or related field

3 5 years of progressive FP&A experience including both corporate and segment FP&A

Advanced Excel skills

Expertise in financial systems

Anaplan is preferred; PowerBI is a plus

Strong attention to detail and accuracy

Ability to extract analyze data draw conclusions and make actionable recommendations

Ability to manage and take ownership of priorities and projects and meet deadlines in a fast paced environment

Proactive problem solver with continuous improvement mindset

Excellent communication skills both written and verbal

Adaptable and quick learner especially with new technologies and processes

Position Requirements

Must be at least eighteen 18 years of age

Demonstrate ability to build and maintain positive working relationships at all levels across the Company

Strong analytical and problem solving skills; highly motivated and able to work independently or collaboratively depending upon circumstances

Strong communication and presentation skills

Proficient with Microsoft Office Suite or related software

Must pass a Criminal Background check

Why should you choose a career with Oakmont

• 401k Retirement Plan & Life Insurance
• Medical Dental and Vision benefits
• Vacation Personal Day Sick Pay Holidays
• Student Loan Refinancing
• Pet Insurance
• LifeCare Employee Assistance Program
• Emergency Family Fund
• Career Growth Relocation and Travel Opportunities

Oakmont Management Group based in Irvine California is a recognized leader in the senior living industry that manages a portfolio of communities under the Oakmont Senior Living and Ivy Living brands OMG serves thousands of seniors across communities in California Colorado Nevada and Hawaii

At OMG we strive to create an atmosphere of family and community among team members residents and resident family members We know that caring and meaningful relationships are the foundation of a rewarding life and our team is hand selected for their skills previous experience and passion for working with the elderly Our practice is to incorporate joy and laughter alongside our expectations of excellence Walk into our communities and feel our pride of ownership and commitment to service Oakmont Management Group is an Equal Opportunity Employer