Financial and Business Analyst - Senior Living Organization

Responsibilities

The analyst will perform financial analysis, budgeting, and forecasting to support the strategic goals of senior living facilities. They will also prepare business intelligence reports and collaborate with cross-functional teams to drive operational efficiency and profitability.

Requirements

Candidates must have 3-5 years of experience in financial or business analysis and hold a bachelor's degree in Finance, Accounting, or Economics. Proficiency in financial modeling and Excel is required, with preference given to those with healthcare or senior living industry experience.

Skills

• Financial analysis
• Business analysis
• Financial modeling
• Excel
• Power Business Intelligence
• Budgeting
• Forecasting
• Data analysis
• Strategic planning
• KPI reporting
• Cost analysis
• Profitability analysis
• Critical thinking
• Attention to detail

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• HSA with employer contribution
• Student loan forgiveness guidance
• Flexible spending account
• Life insurance
• Long-term disability insurance
• Supplemental insurances
• Employee assistance program
• Retirement plan
• Paid time off
• Paid holidays

About this role

Financial and Business Analyst

The Carmelite System is a multi-state not-for-profit senior living organization
sponsored by the Carmelite Sisters for the Aged & Infirm. The Carmelite Sisters
operate a network of skilled nursing facilities throughout the United States.

We are seeking to hire a Financial and Business Analyst for a fully-remote role
within our finance department supporting multiple senior living facilities
throughout the United States.

* This is a remote job.
* $65K to $85K annually based on skills and experience.

Financial and Business Analyst Qualifications:

* 3-5 years of experience in financial analysis, business analysis, or a
similar role.
* Bachelor’s degree in Finance, Accounting, Economics, or a related field.
* Master’s degree or professional certifications (e.g., CFA, CPA) is a plus. 
* Power Business Intelligence skill preferred.
* Experience in healthcare or senior living communities preferred.
* Proficient in financial modeling, Excel, and financial analysis software.
* Strong analytical and critical thinking abilities with attention to detail.

Financial and Business Analyst Job Summary:

* Financial Analysis:  Analyze financial performance by examining income
statements, balance sheets, and cash flow statements. Prepare detailed
reports on financial health and trends.
* Budgeting & Forecasting:  Assist in creating and managing budgets and
forecasts. Ensure financial objectives align with the company's strategic
goals.
* Business Intelligence & Reporting:  Prepare regular financial reports for
senior management, offering insights into key performance indicators (KPIs)
and business performance.
* Cost & Profitability Analysis:  Evaluate cost structures, identify areas for
improvement, and analyze profitability by product, service, or business
segment.
* Data Analysis & Modeling:  Build and maintain financial models to predict
future financial outcomes and business trends.
* Strategic Planning:  Collaborate with leadership teams to support strategic
decision-making, providing data-backed insights on potential investments,
partnerships, and expansion.
* Cross-functional Collaboration:  Work with departments such as operations,
marketing, revenue cycle, accounts payable, accounting and HR to align
financial goals with business strategies.
* Continuous Improvement:  Recommend and implement improvements to business
processes, systems, and financial strategies to drive efficiency and
profitability.

This is a brief overview of job responsibilities and not intended to be all
inclusive.

We aim to create a supportive workplace where you are valued, compensated fairly
and provided the tools to thrive!

The Carmelite System Can Offer You:

* Competitive Compensation
* Health (Aetna), Dental, Vision, HSA with employer contribution
* Student Loan Forgiveness Guidance
* Flexible Spending Account
* Fully paid Life and Long-Term Disability insurance
* Benefits available 1st of the mo. following 30 days
* Supplemental insurances
* Employee Assistance program with Discount Marketplace
* Retirement Plan
* Generous Paid-Time-Off with 11 paid Holidays

Please consider joining our team working where The Difference is Love℠!

The Carmelite System, Inc. is an Equal Opportunity Employer and adheres to a
policy that prohibits discrimination on the basis of race, color, sex, sexual
orientation, gender identity, religion, creed, national or ethnic origin,
citizenship status, age, disability, veteran status, and any other legally
protected class.

About The Carmelite System, Inc.

Hospitals and Health Care · 1,001-5,000 employees · headquartered in Germantown, New York · founded 1999