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Cogir Senior Living · 10 hours ago

Budget Analyst

Scottsdale, AZ

Full-time

Onsite

Entry, Mid Level

2+ years exp

Cogir Senior Living, based in Scottsdale, Arizona, oversees a network of senior living communities across 11 states. The Budget Analyst will support the budgeting and forecasting process using Vena software, and will also engage in financial performance analysis and KPI reporting.

Assisted LivingFitnessHealth CareRetirement

Responsibilities

Work closely with the Budget Manager:

Work with the Vena Budgeting and Financial Reporting software to prepare annual budgets and analysis

Assist with maximizing the capabilities of Vena, including making enhancements to the prior year model, adding new features to create a more efficient financial reporting environment, and maintaining/enhancing the data feed from 3rd party applications

Prepare annual budgets, cash flows, and forecasts

Support Other FP&A Initiatives And Objectives

Work with underlying business drivers, key financial and operating metrics, and financial sensitivity analysis

Assist with preparing forecasts and presenting financial results, as needed

Work on a performance management benchmarking platform and reporting key performance indicators (KPIs) linking company strategy with business outcomes

Assist with monthly, quarterly, and annual KPIs and other reporting responsibilities

Work with Power BI design, implementation, and reporting

Ad hoc analysis and projects as needed

Qualification

Vena budgeting softwareFinancial analysisMicrosoft ExcelPower BIFinancial modelingAnalytical visualization toolsEntrepreneurial spiritInterpersonal skillsCommunication skillsWork ethic

Required

A strong academic background with a bachelor's degree in Business, Finance, Economics, or a related field is required

Experience with Vena or similar budgeting software is highly desired

At least 2-4 years of experience in financial analysis, asset management, underwriting, and/or FP&A

High proficiency in Microsoft Excel with fluency in x-lookups, index match, and pivot tables

Strong financial modeling skills

Strong analytical and financial management skills

Strong work ethic and ability to support multiple projects in parallel and prioritize competing demands under the pressure of time-sensitive deadlines

Excellent interpersonal, verbal, and written communication skills

A true entrepreneurial spirit with the commitment and wherewithal to grow the Cogir Management USA platform collaboratively

Highly driven and motivated to join a team that offers a tremendous opportunity to grow personally and professionally

Must live within 30 miles of Scottsdale, AZ, with the ability to work in person out of our corporate office

Preferred

An MBA, MSF, MFin, MAFM, MA, or other relevant advanced degree is preferred but not required

Experience in the Senior Housing, Hospitality, Multifamily, or Commercial Real Estate industry is preferred, as is experience working with an Owner/Developer of senior housing, multifamily, or mixed-use projects

Experience or exposure to analytical visualization tools is a plus