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