Senior Living Finance & Analytics Lead

Plante Moran; Chicago (IL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Flexible Time Off

Discretionary bonus

Pension plan

Job summary

Plante Moran is seeking a Senior Analyst – Senior Living Analytics in Chicago. You will perform detailed operational and financial analyses for senior living organizations, evaluate performance across multiple functions, and develop actionable recommendations to improve margins and occupancy.

The role requires 3–7 years of quantitative and financial analysis experience and a strong Excel/BI toolkit. Travel up to 30% may be required; relocation to where needed is possible.

Qualifications

• Bachelor’s degree in finance, accounting, economics, business, data analytics, health care administration, hospitality, or a related field with 3-7 years of experience.
• Demonstrated strength in quantitative analysis, financial analysis, operational analysis, benchmarking, and interpretation of business performance.
• Advanced proficiency in Microsoft Excel and strong proficiency in Word and PowerPoint; experience with business intelligence and visualization tools is preferred.
• Practical ability to use AI tools responsibly in research, analysis, modeling support, and written deliverables.
• Excellent report writing, editing, and presentation skills for financial and operational audiences.
• Ability to assess payroll and labor data and relate it to service delivery, occupancy, revenue, and margins.

Responsibilities

• Perform detailed operational and financial analyses for senior living organizations, communities, portfolios, and development initiatives.
• Analyze payroll and labor data, including staffing levels, hours, wages, overtime, agency utilization, productivity, benefits, and departmental cost structure.
• Evaluate operating performance across functions such as occupancy, revenue, pricing, labor, care delivery, dining, facilities, and administration.
• Monitor and synthesize industry trends, operating indicators, economic factors, and implications for clients.
• Manage, clean, organize, reconcile, and analyze large, confidential data sets from multiple sources.
• Use data visualization and storytelling to convert findings into a clear client narrative.
• Develop actionable recommendations, targets, and monitoring approaches to support client success.

Skills

Quantitative analysis

Financial analysis

Operational analysis

Benchmarking

Interpret data to action

Advanced Excel

Word & PowerPoint

BI/visualization tools

AI tools in research

Report writing & presentation

Payroll & labor data understanding

Data storytelling

Education

Bachelor’s degree in finance, accounting, economics, business, data analytics, health care administration, hospitality, or related field

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Business intelligence tools

Visualization/database/financial modeling tools

Job description

Plante Moran is seeking a Senior Analyst – Senior Living Analytics in Chicago. You will perform detailed operational and financial analyses for senior living organizations, evaluate performance across multiple functions, and develop actionable recommendations to improve margins and occupancy.

The role requires 3–7 years of quantitative and financial analysis experience and a strong Excel/BI toolkit. Travel up to 30% may be required; relocation to where needed is possible.