Senior FP& A & Revenue Strategy Analyst
REDICO, Southfield, MI, United States
We’re seeking a highly analytical, Excel‑savvy finance professional to drive financial performance and revenue strategy across our growing senior housing portfolio. This is a high‑visibility role ideal for someone who excels at building complex models, designing scalable reporting, and translating data into business changing insights.
What You’ll Do Financial Planning, Budgeting & Long‑Range Modeling
Lead annual budgets, rolling forecasts, and 3–5-year financial plans at the community and portfolio level.
Build sophisticated financial models and acquisition pro formas with scenario and sensitivity analysis.
Support underwriting assumptions, NOI projections, and return analyses for new and existing assets.
Conduct variance analysis and identify trends to strengthen forecast accuracy.
Serve as the FP&A lead for revenue optimization and pricing decisions.
Analyze competitor dynamics, market trends, sales performance, and occupancy patterns.
Build tools to evaluate rate increases, promotions, concessions, and product mix by community/care level.
Monitor performance post‑implementation and recommend adjustments to maximize revenue.
Advanced Reporting, KPIs & Data Management
Build automated, scalable reporting from the ground up primarily in Excel.
Own KPI definitions, calculations, and reporting consistency across systems.
Ensure data accuracy across Yardi, SeniorLytics, and Ceridian Dayforce.
Partner with Accounting/Operations to align system outputs with financial results.
Systems, Process Improvement & Analytics Enablement
Support system enhancements, upgrades, and integrations impacting FP&A.
Improve automation, reduce manual reporting, and streamline workflows.
Develop standardized templates, models, and documentation that scale with growth.
Cross‑Functional Leadership
Partner closely with Operations, Sales, Accounting, Asset Management, and Executive Leadership.
Present insights that translate complex data into clear, actionable recommendations.
Support executive‑level dashboards, board prep, and ad‑hoc analysis.
What You Bring Required
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
6–10+ years
of progressive FP&A, financial modeling, or analytics experience.
Expert Excel abilities
(large datasets, advanced formulas, scenario modeling).
Strong background in long‑range planning, forecasting, and acquisition pro forma development.
High technical aptitude and comfort working across multiple systems/platforms.
Preferred
Experience in senior housing, healthcare, real estate, hospitality, or multi‑unit operations.
Familiarity with Yardi and HR/payroll systems like Dayforce.
Exposure to pricing, revenue management, or sales analytics.
Background supporting high‑growth, acquisition‑focused organizations.
What Success Looks Like ✅ Leadership receives timely, trusted insight into revenue, margins, and performance
✅ Pricing decisions are backed by consistent, data‑driven analytics
✅ Acquisition and long‑range planning models are accurate, scalable, and decision‑ready
✅ Reporting becomes more automated, consistent, and reliable across the portfolio
#J-18808-Ljbffr
What You’ll Do Financial Planning, Budgeting & Long‑Range Modeling
Lead annual budgets, rolling forecasts, and 3–5-year financial plans at the community and portfolio level.
Build sophisticated financial models and acquisition pro formas with scenario and sensitivity analysis.
Support underwriting assumptions, NOI projections, and return analyses for new and existing assets.
Conduct variance analysis and identify trends to strengthen forecast accuracy.
Serve as the FP&A lead for revenue optimization and pricing decisions.
Analyze competitor dynamics, market trends, sales performance, and occupancy patterns.
Build tools to evaluate rate increases, promotions, concessions, and product mix by community/care level.
Monitor performance post‑implementation and recommend adjustments to maximize revenue.
Advanced Reporting, KPIs & Data Management
Build automated, scalable reporting from the ground up primarily in Excel.
Own KPI definitions, calculations, and reporting consistency across systems.
Ensure data accuracy across Yardi, SeniorLytics, and Ceridian Dayforce.
Partner with Accounting/Operations to align system outputs with financial results.
Systems, Process Improvement & Analytics Enablement
Support system enhancements, upgrades, and integrations impacting FP&A.
Improve automation, reduce manual reporting, and streamline workflows.
Develop standardized templates, models, and documentation that scale with growth.
Cross‑Functional Leadership
Partner closely with Operations, Sales, Accounting, Asset Management, and Executive Leadership.
Present insights that translate complex data into clear, actionable recommendations.
Support executive‑level dashboards, board prep, and ad‑hoc analysis.
What You Bring Required
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
6–10+ years
of progressive FP&A, financial modeling, or analytics experience.
Expert Excel abilities
(large datasets, advanced formulas, scenario modeling).
Strong background in long‑range planning, forecasting, and acquisition pro forma development.
High technical aptitude and comfort working across multiple systems/platforms.
Preferred
Experience in senior housing, healthcare, real estate, hospitality, or multi‑unit operations.
Familiarity with Yardi and HR/payroll systems like Dayforce.
Exposure to pricing, revenue management, or sales analytics.
Background supporting high‑growth, acquisition‑focused organizations.
What Success Looks Like ✅ Leadership receives timely, trusted insight into revenue, margins, and performance
✅ Pricing decisions are backed by consistent, data‑driven analytics
✅ Acquisition and long‑range planning models are accurate, scalable, and decision‑ready
✅ Reporting becomes more automated, consistent, and reliable across the portfolio
#J-18808-Ljbffr