Senior Living FP&A Analyst — Budgeting & Insights

Oakmont Management Group; Irvine, Northern (CA, KY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental and Vision benefits

Vacation, Personal Day, Sick Pay, Holi

Student Loan Refinancing

Pet Insurance

LifeCare, Employee Assistance Program

Emergency Family Fund

Career Growth, Relocation and TravelOp

Relocation assistance

Job summary

Oakmont Management Group in Irvine, CA, is seeking a Senior Financial Analyst to drive budgeting, forecasting, and reporting for our senior living communities. This on-site role partners with leaders to translate data into actionable insights and to improve operational performance.

The ideal candidate has 3–5 years of FP&A experience, advanced Excel skills, and familiarity with Anaplan or PowerBI. Strong communication and problem-solving abilities are essential in a fast-paced environment.

Qualifications

• 3–5 years of progressive FP&A experience, including corporate and segment FP&A.
• Advanced Excel skills.
• Experience with financial systems (Anaplan preferred; PowerBI a plus).
• Strong attention to detail and accuracy.
• Ability to analyze data, draw conclusions and make actionable recommendations.
• Effective communication skills and ability to work independently or with teams.

Responsibilities

• 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.
• Support the implementation of a financial planning and forecasting tool.
• Review transactions for data accuracy while automating and improving reporting processes.
• Collaborate with Finance, Accounting, and Operations leadership on ad hoc projects.

Skills

Advanced Excel

Data analysis

Attention to detail

Communication skills

Problem solving

Prioritization

Education

Bachelor's degree in Finance

Bachelor's degree in Accounting

Bachelor's degree in Economics

Bachelor's degree in Real Estate

Tools

Anaplan

PowerBI

Job description

Oakmont Management Group in Irvine, CA, is seeking a Senior Financial Analyst to drive budgeting, forecasting, and reporting for our senior living communities. This on-site role partners with leaders to translate data into actionable insights and to improve operational performance.

The ideal candidate has 3–5 years of FP&A experience, advanced Excel skills, and familiarity with Anaplan or PowerBI. Strong communication and problem-solving abilities are essential in a fast-paced environment.