Financial Planning and Analysis (FP&A) Analyst

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We are looking for a Financial Planning & Analysis (FP&A) Analyst to work with us. The FP&A Analyst is a high-impact, technology-forward finance role responsible for integrating financial expertise with advanced analytics, automation, and AI-driven workflow design. Please note: This position will be one day remote and four days in the office:

This role partners closely with Accounting, Operations, and Senior Leadership to:

• Build scalable financial models and forecasting systems
• Develop automated reporting and dashboard processes
• Implement data controls and workflow automation
• Transform raw operational data into actionable financial intelligence

The ideal candidate combines strong financial and accounting fundamentals with advanced technical proficiency in Excel and AI tools such as ChatGPT to modernize and elevate the finance function. Additional preferred skills include Yardi, Power BI, SQL, and Power Automate.

 As we scale, we are investing heavily in AI-enabled finance transformation — leveraging automation, advanced analytics, and intelligent workflows to create faster, more accurate, and more strategic financial decision-making across the organization.

Key Responsibilities:

Financial Planning, Forecasting & Modeling

• Lead development of dynamic annual budgets and rolling forecasts across the portfolio
• Design driver-based financial models integrating labor, census, and operational KPIs
• Build scenario and sensitivity models using advanced Excel, Power BI, and AI-enhanced modeling tools
• Integrate data from Yardi and other systems to create automated forecasts
• Leverage SQL and structured data queries to improve forecasting accuracy and data integrity
• Utilize AI tools to accelerate model building, scenario simulations, and budget variance explanations

Advanced Financial Reporting & Analytics

• Own monthly reporting packages, ensuring accuracy, consistency, and automated data flows
• Develop standardized, automated reporting workflows using Excel, Power BI, and Spreadsheet Server.
• Design executive dashboards with drill-through capability and real-time KPI tracking
• Build financial performance visualizations for occupancy, labor, margin, debt service, and cash flow
• Perform deep variance analysis linking financial results to operational drivers
• Serve as a technical liaison between Finance, Accounting, and Operations to improve team collaboration.

AI, Automation & Workflow Engineering

• Design and implement AI-assisted financial workflows using:
• Excel automation
• Power Automate
• SQL data queries
• Power BI data models
• ChatGPT for analysis acceleration and documentation
• Automate recurring reporting processes and budget variance commentary
• Create data validation controls and governance frameworks to ensure reporting accuracy

Required Qualifications:

• Bachelor’s degree in Finance, Accounting, Data Analytics, or related field
• Minimum 3+ years of experience in FP&A, corporate finance, accounting, or data analytics
• Advanced Excel skills (complex formulas, pivot tables, Power Query, modeling)
• Strong understanding of financial statements, accrual accounting, and operational finance
• Ability to connect financial outcomes to underlying business drivers

Strongly Preferred Qualifications

• Experience with:
• Power BI dashboard development and data modeling
• SQL (data extraction and transformation)
• Yardi or similar ERP systems
• Power Automate or workflow automation tools
• AI tools (ChatGPT, Claude, or similar) for analytics acceleration
• Experience building automated reporting processes
• Exposure to centralized reporting platforms, OLAP cubes, or data warehouses

Skills & Attributes

• Analytical rigor with a systems thinking mindset
• Strong process design and workflow orientation
• High attention to detail and data integrity
• Cross-departmental collaboration with Operations, Finance, Accounting, and HR
• Intellectual curiosity around AI and automation
• Ability to thrive in a fast-paced, growth-oriented environment
• Clear communicator who can explain complex financial concepts simply

What We Offer:

• Compensation: $70000 per year - $80000 per year DOE

• Benefits: Medical, dental, vision, 401(k), paid holidays, unlimited PTO, tuition reimbursement, and more.

• Growth: Opportunities for advancement — we promote from within whenever possible.

• Support: Access to company-sponsored training and professional development programs.

About Us

As a premier provider of assisted living and memory care communities across the Western United States, we’re passionate about creating vibrant, supportive environments where residents can thrive.

"Our supreme goal is to do and be the best in all we undertake, and to provide a Stellar life for our residents, their families and our employees." - Evrett Benton, Founder

If you are looking for a company and team that understands the value of people, then check us out! 

Stellar Senior Living, a privately-owned family company, is a premier assisted living and memory care provider in the Western United States.  Founded in 2012 we have experienced consistent growth adding senior living communities to our family each year.  We continue to grow and are looking for top talent to join our team and continue the journey with us.

Join Us

If you're ready to bring your skills and compassion to a mission-driver organization where residents and employees matter, we invite you to apply and grow your career with Stellar Senior Living

We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

As part of Stellar Senior Living’s continued efforts to maintain a safe environment for all employees, residents, families, and visitors, Stellar strongly encourages its employees to receive an FDA-approved COVID-19 vaccination, as well as any subsequent booster doses, as recommended by the Centers for Disease Control and Prevention (CDC).  To facilitate and further encourage COVID-19 vaccinations, Stellar periodically organizes onsite vaccination clinics at its various locations.  Stellar employees are not required to be fully vaccinated for COVID-19 as a condition of employment.

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