Senior Financial Analyst (On-Site)

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

Benefits offered by this job

401k & Life Insurance

Medical/Dental/Vision

Vacation & Holidays

Student loan refinancing

Pet Insurance

LifeCare & EAP

Emergency Family Fund

Career Growth & Relocation

Job summary

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

The ideal candidate has 3–5 years of FP&A experience, strong Excel, and familiarity with Anaplan or PowerBI, and thrives in a fast-paced environment. This on-site position offers growth and impact within a respected portfolio.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Real Estate, or related field.
• 3–5 years of FP&A experience including corporate and segment FP&A.
• Advanced Excel skills and strong data analysis capabilities.
• Experience with Anaplan or PowerBI is advantageous.

Responsibilities

• Develop and manage budgets, forecasts, and variance analysis for communities.
• Create robust financial models and KPI dashboards to monitor performance.
• Prepare insightful reports for senior management and capital partners.

Skills

Advanced Excel

Anaplan

PowerBI

Financial analysis

Education

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

Tools

Microsoft Office

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?

• 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.