Financial Analyst

Acts Retirement-Life Communities is one of the largest not-for-profit owners and operators of resort-style continuing care senior living communities. They are seeking a Financial Analyst responsible for completing regulatory filings, supporting the annual budget process, and assisting the Sales team with various financial tasks.

Responsibilities

• Complete or update quarterly and/or annual reports, minimum liquid reserve calculations, community disclosure statements, certificate of registration renewals, and similar filings for submission to state regulatory departments
• Ensure compliance with Chapter 651, Florida Statutes
• Support activities of the annual operating budget process including data formulation, validation, and entry in the business planning application related to revenue, expenses, occupancy, and other statistics, and labor information
• Assist with production of various reports and presentations referenced by senior and community management throughout the annual operating budget process
• Assist with reporting on social accountability by identifying and quantifying programs that demonstrate the organization's commitment to the greater community
• Track and apply statement credits to existing residents that refer new residents
• Provide support to Sales team members for questions regarding forms, contracts, and pricing
• Support the financial screening process of prospective residents
• Provide ad hoc analysis and reporting

Skills

• Bachelor's degree in accounting or a related field
• 0-2 years of accounting, finance, or regulatory reporting experience
• Basic knowledge of Generally Accepted Accounting Principles (GAAP)
• Intermediate knowledge of Microsoft Excel (Pivot Tables, Lookup and SumIF functions)
• Technical competency in other Microsoft Office applications, specifically Word, PowerPoint, and Microsoft Teams (willingness to learn software applications needed for job requirements)
• Experience working with data visualization software, such as Power BI, and/or Customer Relationship Management (CRM) software, such as SalesForce, is a plus but not required

Benefits

• Tuition reimbursement
• Commuter benefits
• Scholarship awards
• Professional development programs
• University partnerships
• Referral and discount programs
• Appreciation events
• Wellness initiatives
• Health benefits (medical, prescription, dental and vision)
• Flexible spending accounts
• Life insurance
• Disability programs
• 401(k) plan (with 4% company match after one year of employment)
• Paid time off and holidays

Company Overview