Senior Financial Analyst, FP&A

Ventas

Chicago (IL)

Hybrid

USD 90,000 - 130,000

Full time

6 days ago
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Job summary

Ventas, a leading S&P 500 company, is seeking a Senior Financial Analyst, FP&A for the Outpatient Medical & Research portfolio in the Chicago area. You will partner with Asset Management, VIM and cross-functional teams to forecast, analyze performance and support capital planning with executive-ready insights.

Ideal candidates have 3+ years in financial analysis, a Bachelor's in Finance/Accounting/Real Estate, and the ability to translate data into strategic narratives in a blended

Qualifications

  • Bachelor's degree in Finance, Accounting or Real Estate or a related business field.
  • 3+ years of experience in financial analysis, public accounting, or a similarly rigorous analytical role.
  • Must be located in the Chicago, IL surrounding area or willing to relocate for the duration of employment.
  • Willingness to adapt and thrive in a blended work environment with 3-days in office.

Responsibilities

  • Support forecasting, budgeting and financial reporting processes for the OM&R portfolio.
  • Perform segment-level and deal pipeline analytics for OM&R.
  • Partner with OM&R Asset Management and VIM to analyze portfolio performance.
  • Support earnings preparation and management reporting for the OM&R portfolio.
  • Analyze monthly/quarterly capital expenditure results and variances.
  • Collaborate on capital budgets and forecasts with leadership.
  • Coordinate with Accounting and IT to ensure accurate financial information.

Skills

Analytical thinking
Financial analysis
Executive presentation
Cross-functional collaboration

Education

Bachelor's degree in Finance, Accounting or Real Estate

Job description

Job Description

Ventas is a leading S&P 500 company enabling exceptional environments that benefit a large and growing aging population. With an enterprise value exceeding $50 billion and a portfolio of more than 1,400 properties across North America and the United Kingdom, Ventas is a preeminent participant in the longevity economy. Its largest business is private-pay senior housing, which includes over 850 communities providing valuable care and services to more than 90,000 residents. The Ventas portfolio also includes outpatient medical buildings, research centers and healthcare facilities that attract strong institutional demand from the largest health systems, biomedical companies and universities and other research institutions in the world. Backed by strong financial performance and a collaborative culture, Ventas has the capital, capabilities and relationships to deliver superior value. The experienced Ventas team shares a commitment to each other and to the Company's mission of helping people live longer, healthier, happier lives.

The FP&A team partners closely with senior leadership, Asset Management, Investments and other corporate functions to analyze financial performance, support strategic decision-making and provide transparent reporting across Ventas's operating portfolios. The team plays a critical role in earnings preparation, forecasting, capital tracking and management reporting, with a particular focus on understanding key drivers of performance and risk across the enterprise.

About the Role

The Senior Financial Analyst, FP&A plays a critical role in analyzing, understanding and communicating key drivers of financial performance across Ventas's Outpatient Medical & Research (OM&R) portfolio. This role will serve as a dedicated FP&A partner to the OM&R business, working closely with Asset Management, Ventas Investment Management (VIM), and other cross-functional teams to support forecasting, financial performance analysis, capital planning and segment-level analytics. The role requires strong analytical judgment, attention to detail and the ability to effectively communicate key performance drivers, risks and opportunities to stakeholders.

Key Responsibilities
  • Support the Outpatient Medical & Research portfolio's forecasting, budgeting and financial reporting processes, including analysis of key drivers of performance, trends, risks and opportunities
  • Perform segment-level and deal pipeline analytics for OM&R, synthesizing financial and operating data to provide actionable insights and support strategic decision-making
  • Partner closely with OM&R Asset Management and Ventas Investment Management (VIM) teams to analyze portfolio performance and provide financial insights that support business and investment decisions
  • Support earnings preparation and management reporting related to the OM&R portfolio, including NOI growth and variance analysis, Monthly Business Reviews, earnings materials, investor relations requests and other internal and external reporting
  • Analyze monthly and quarterly capital expenditure results for the OM&R portfolio, including tracking actual spend versus budget and forecast and analyzing changes to future capital commitments
  • Partner with Asset Management on capital budgets and forecasts, helping leadership understand key variances, risks and opportunities relative to plan and published guidance
  • Collaborate with Accounting, IT and other corporate functions to ensure accurate, timely financial information for forecasting, reporting and analytical purposes
  • Develop and enhance financial analyses and reporting that improve visibility into OM&R performance and support ongoing business decisions
Qualifications
  • Bachelor's degree in Finance, Accounting, Real Estate or a related business field
  • 3+ years of experience in financial analysis, public accounting, or a similarly rigorous analytical role, ideally within FP&A, real estate, or a capital-intensive operating environment
  • Must be located in the Chicago, IL surrounding area or willing to relocate for the duration of employment
  • Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations
  • Strong analytical and critical thinking skills with the ability to synthesize large data sets into clear, executive-ready insights
  • Strong verbal, written and interpersonal communication skills with the ability to transform data analysis into key business narratives to partner effectively across functions and levels
  • Detail-oriented and process-focused, with a mindset toward continuous improvement and intellectual curiosity, identifying and leading process improvement projects
  • Strong ownership and accountability, with effective execution across business partnerships, core responsibilities, and special projects.
  • Must be legally authorized to work in the United States without need for employer sponsorship now or in the future

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