Financial Planning and Analysis - Midvale - Stellar Senior Living

Description

The Financial Planning and Analysis (FP&A) Analyst partners with Accounting, Operations, and Senior Leadership to drive strong financial performance across the organization. This role emphasizes AI-enabled analytics, advanced reporting, dashboards, and automation to deliver timely, accurate, and actionable financial insights.

This position is hybrid and based in Midvale, Utah, with one remote day per week. Only candidates who currently reside in Utah will be considered.

About Us

As a premier provider of assisted living and memory care communities across the Western United States, we're passionate about creating vibrant, supportive environments where residents can thrive.

"Our supreme goal is to do and be the best in all we undertake, and to provide a Stellar life for our residents, their families and our employees." - Evrett Benton, CEO

If you are looking for a company and team that understands the value of people, then check us out 

Stellar Senior Living, a privately-owned family company, is a premier assisted living and memory care provider in the Western United States.  Founded in 2012 we have experienced consistent growth adding senior living communities to our family each year.  We continue to grow and are looking for top talent to join our team and continue the journey with us.

What We Offer:

• Compensation: $70000 per year - $80000 per year DOE

• Benefits: Medical, dental, vision, 401(k), paid holidays, unlimited PTO, tuition reimbursement, and more.

• Growth: Opportunities for advancement — we promote from within whenever possible.

• Support: Access to company-sponsored training and professional development programs.

Key Responsibilities

Financial Planning & Forecasting

• Support the annual budgeting process and rolling forecasts across the portfolio.
• Build scenario models and projections using advanced Excel, Power BI, and AI-enabled tools.

Financial Reporting & Analytics

• Prepare and deliver accurate monthly financial reporting packages for leadership, as well as recurring and ad hoc financial reports to external partners, lenders, and other stakeholders.
• Serve as the primary point of contact for internal teams and external partners related to financial reporting and analytics.
• Analyze trends, variances, and key performance drivers and translate results into actionable insights.
• Build and maintain dashboards and data visualizations using Power BI.

AI, Automation & Data Enablement

• Leverage AI tools to automate recurring reports, enhance forecasting accuracy, and accelerate financial analysis.
• Create advanced spreadsheets and models integrating AI-driven logic, automation, and dynamic data inputs.

Collaboration & Business Support

• Partner cross-functionally with Accounting, Operations, and community leadership to support decision-making.
• Support cash flow forecasting, debt service modeling, occupancy analytics, and KPI tracking.

Qualifications and Experience

Required

• Bachelor's degree in Finance, Accounting, or a related field.
• Minimum of 3 years of experience in finance or accounting.
• Advanced Excel skills, including modeling and data analysis.

Preferred

• Experience using AI tools for financial analysis, forecasting, or reporting.
• Proficiency with Power BI and dashboard development.
• Experience with Yardi or similar ERP systems.
• Exposure to Excel OLAP Cube, Spreadsheet Server, or centralized data reporting platforms.

Skills and Attributes

• Exceptional attention to detail and commitment to accuracy and data integrity.
• Strong analytical and critical-thinking skills.
• Ability to communicate complex financial concepts to non-finance stakeholders.
• Curiosity, adaptability, and comfort working with emerging technologies.
• Ability to work in a fast-paced, priority-shifting environment.

Join Us

If you're ready to bring your skills and compassion to a mission-driver organization where residents and employees matter, we invite you to apply and grow your career with Stellar Senior Living

We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

As part of Stellar Senior Living's continued efforts to maintain a safe environment for all employees, residents, families, and visitors, Stellar strongly encourages its employees to receive an FDA-approved COVID-19 vaccination, as well as any subsequent booster doses, as recommended by the Centers for Disease Control and Prevention (CDC).  To facilitate and further encourage COVID-19 vaccinations, Stellar periodically organizes onsite vaccination clinics at its various locations.  Stellar employees are not required to be fully vaccinated for COVID-19 as a condition of employment.