Senior Financial Analyst, FP&A

Ventas Inc

Chicago (IL)

Hybrid

USD 95,000 - 120,000

Full time

7 days ago
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Job summary

Ventas, Inc. is seeking a Senior Financial Analyst, FP&A, to partner with the Outpatient Medical & Research portfolio.

You will forecast, analyze performance drivers and support capital planning, working with cross-functional teams in a hybrid office/remote setting in the Chicago area. The role requires a finance or related degree and 3+ years of rigorous analytical experience, with strong communication skills to present data-driven narratives to leadership.

Qualifications

  • Bachelor’s degree in Finance, Accounting, Real Estate or a related business field.
  • 3+ years of financial analysis experience in FP&A, real estate or capital-intensive settings.
  • Must be located in the Chicago area or willing to relocate.
  • Blended work environment with 3 days in office and some remote work.
  • Strong ability to turn data into executive-ready insights.

Responsibilities

  • Support forecasting, budgeting and financial reporting for the OM&R portfolio.
  • Perform segment-level analytics and provide actionable insights.
  • Collaborate with Asset Management and VIM to analyze portfolio performance.
  • Assist with earnings preparation and management reporting for the OM&R portfolio.
  • Analyze monthly/quarterly capex results and variances to plan.

Skills

Financial analysis
FP&A
Data synthesis
Stakeholder comms
Excel

Education

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

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

The estimated base salary range for this position is $95,000 – $120,000 per year. This range reflects a good-faith estimate of the base salary Ventas reasonably expects to pay at the time of posting. Actual base pay will be determined based on work location, skills, qualifications, relevant experience, and business needs. In addition to base salary, this role is eligible for discretionary incentive compensation and a comprehensive benefits package, which includes medical, dental, vision, retirement savings, paid time off, and other wellness benefits under applicable plan terms.

About the Company

Ventas, Inc. (NYSE: VTR) an S&P 500 company, operates at the intersection of two powerful and dynamic industries – healthcare and real estate. As one of the world’s foremost Real Estate Investment Trusts (REIT), we use the power of capital to unlock the value of real estate by partnering with leading care providers, developers, research and medical institutions, innovators and healthcare organizations whose success is buoyed by the strong demographic trends of an aging population and increased life expectancy. Led by our Chairman and CEO, Debra A. Cafaro, who is recognized as one of the best-performing CEOs in the world by Harvard Business Review, Ventas has followed a successful strategy that endures: owning a high quality diversified portfolio and partnering with industry leaders combined with a collaborative, dynamic and experienced team focused on producing consistent growing cash flows and superior returns on a strong balance sheet, ultimately rewarding Ventas stockholders with extraordinary outperformance. That’s not just excellence. That’s Excellence. Sustained.

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