Senior Financial Analyst (On-Site)

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

Benefits offered by this job

Medical, Dental & Vision

Paid time off

Student loan refinancing

Pet insurance

LifeCare program

Emergency family fund

Relocation and travel opportunities

Job summary

Oakmont Management Group in Irvine seeks a Senior Financial Analyst to lead budgeting, forecasting, and reporting for senior living communities. The role partners with FP&A management to translate data into actionable insights.

Experience in Senior Living is preferred, with strong Excel, Anaplan, and Power BI skills to support strategic financial decisions and improve operational performance.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Real Estate, or related field.
• 3–5 years of progressive FP&A experience including corporate and segment FP&A.
• Advanced Excel skills are required.
• Experience with financial systems like Anaplan is preferred; Power BI is a plus.

Responsibilities

• Develop and manage budgets, forecasts, and variance analysis for communities.
• Design and manage financial models and KPI dashboards to monitor performance.
• Prepare reports and presentations for senior management and capital partners.
• Support implementation of a financial planning and forecasting tool.

Skills

Advanced Excel

Analytical thinking

Problem solving

Communication skills

Business partnering

Education

Bachelor's degree in Finance/Accounting/Economics/Real Estate

Tools

Anaplan

Power BI

Job description

Senior Financial Analyst - Senior Living

This is a full-time, on-site position based in Irvine.

Senior Living experience is preferred.

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 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 impactful ad hoc projects that shape company strategy
• Add insight through enhanced reporting and financial analysis with guidance from FP&A management

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); 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?

• 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.