Strategic Financial Analyst

Summary

Join Otterbein SeniorLife as a Strategic Financial Analyst, contributing to data-driven decisions and strategic planning within the senior living and aging services industry. This full-time, exempt position can be located at the Corporate Headquarters in Lebanon, OH or remotely in Ohio or Indiana. You will perform financial feasibility studies, conduct market research, and ensure compliance with regulatory reporting requirements. The ideal candidate possesses strong analytical skills, excellent communication abilities, and expertise in various data, reporting, and project management platforms.

Requirements

• Bachelor’s degree in Accounting, Business Administration, Finance, Economics, or a related degree/field; Master’s degree or other advanced degree preferred such as CPA or CGMA
• Minimum of 3 years’ experience creating financial feasibility models that involve both real estate and operations
• Strong proficiency in data analysis tools (e.g., Excel, Power BI, Tableau) and financial modeling software
• Excellent written and verbal communication skills, with the ability to present complex information clearly to people including board members and senior management as well as people that may have limited financial understanding
• You thrive in a collaborative team atmosphere. You will rarely work alone
• Highly organized with exceptional attention to detail and the ability to manage multiple projects simultaneously

Responsibilities

• Perform financial modeling and cost-benefit analyses to evaluate the viability of proposed projects and initiatives
• Analyze financial data to support strategic planning, budgeting, and forecasting within the aging services sector
• Collaborate with cross-functional teams including other analysts, accountants, marketing, construction, and legal, as well as local leadership to assess the economic impact of strategic decisions
• Identify key performance indicators (KPIs) and develop dashboards to monitor financial health and performance
• Conduct comprehensive market analyses to identify trends, opportunities, and potential risks in the senior living and aging services industry
• Gather and interpret qualitative and quantitative data from multiple sources, including surveys, reports, and industry publications
• Develop market segmentation strategies to better understand customer behavior and target key demographics
• Prepare detailed reports and presentations summarizing findings and recommendations for senior leadership
• Ensure timely and accurate preparation of regulatory reports as required by governing bodies specific to senior living and healthcare industries
• Stay current with changing regulations and industry standards, including Medicare and Medicaid reporting requirements, to maintain compliance
• Liaise with internal and external stakeholders to ensure alignment with regulatory requirements
• Collaborate on tasks such as Medicare and Medicaid cost reports, Certificate of Need (CON) applications, and audit support
• Assist senior leadership in evaluating the financial effectiveness of current strategies and recommend improvements in senior living and aging services operations
• Support due diligence activities related to potential acquisitions or affiliations within the senior living and healthcare sectors
• Monitor industry trends and competitor activities in aging services to inform strategic planning

Preferred Qualifications

• Familiarity with industry-specific regulations and reporting standards for senior living and aging services
• Certification in data analytics or financial modeling (e.g., CFA, CMA) is a plus
• Prefer market research and regulatory compliance experience with a focus in senior living, healthcare, or aging services
• Familiarity with tools such as ESRI ArcGIS Business Analyst and NIC MAP Vision preferred
• Experience with project management tools and methodologies
• Strong critical thinking and problem-solving abilities

Benefits

• Medical insurance with free virtual doctor visits
• Vision and dental insurance
• Paid Time off that accrues immediately
• Paid Holidays
• Life insurance
• Retirements Savings with a 401(k) or 403(b) with company match
• Access up to 100% of your net earned based wages daily through DailyPay
• Employee sponsored fund for employees in need
• Employee Assistance Program (EAP)
• Tuition Assistance