Senior FP&A Analyst

Our mission at Watermark Retirement Communities is to create extraordinary and innovative communities where people thrive. For Watermark, community includes more than just the wonderful residents we serve on a daily basis. It also includes our dedicated team of professionals who bring our mission to life. We are excited you are considering joining our team. At Watermark we believe a new era of Senior Living starts with you! We have been a leader in senior housing for over 30 years, but we are not content to rest on our reputation. As a Watermark associate, you will have the opportunity to deploy your talents to their fullest as we drive the next 30 years of innovation in the senior housing industry. The Senior FP&A Analyst will play a key role in supporting financial planning, forecasting, reporting, and operational analytics across the organization. This role will partner closely with operations, accounting, asset management, and executive leadership to provide actionable insights that drive performance, improve margins, and support strategic decision-making. The ideal candidate is highly analytical, detail-oriented, and comfortable translating financial data into clear business recommendations. This person should be able to manage recurring reporting processes while also supporting ad-hoc analysis, budgeting, forecasting, and owner/investor reporting needs.

Key Responsibilities

Budgeting & Forecasting Support the annual budget process, including preparation of community-level and consolidated budgets. Assist with monthly and quarterly forecasting, including revenue, labor, operating expenses, NOI, and cash flow projections. Partner with operations teams to understand key business drivers, risks, and opportunities. Maintain forecast models and ensure assumptions are clearly documented and supportable. Financial Reporting & Analysis Prepare monthly financial reporting packages, including variance analysis against budget, forecast, and prior year. Analyze key performance indicators such as occupancy, RevPOR, ExpPOR, labor costs, NOI, margin, and cash flow. Identify trends, explain variances, and provide actionable recommendations to leadership. Support owner, lender, and executive reporting requirements. Operational Support Serve as a finance business partner to regional and community leadership. Provide analysis to support pricing, occupancy, labor management, expense control, and margin improvement initiatives. Develop tools and dashboards that help operators make faster and more informed decisions. Support ad-hoc requests from operations, asset management, and executive leadership. Process Improvement Improve reporting templates, forecast models, and recurring FP&A processes. Help standardize financial reporting and analytics across communities. Ensure reporting is accurate, timely, and easy for stakeholders to understand. Partner with accounting and systems teams to improve data quality and reporting efficiency.

Qualifications

Bachelor's degree in Finance, Accounting, Economics, Business, or related field. 2 to 10 years of experience in FP&A, finance, accounting, or operational analytics. Strong Excel and financial modeling skills. Experience with budgeting, forecasting, variance analysis, and management reporting. Ability to analyze large data sets and turn findings into clear recommendations. Strong communication skills with the ability to explain financial concepts to non-finance stakeholders. Highly organized, detail-oriented, and able to manage multiple priorities. Experience in senior living, healthcare, real estate, hospitality, or multi-site operations preferred. Experience with systems such as Vena, Yardi, Salesforce, Power BI, or similar platforms preferred. Desired Attributes Strong business partner mindset. Comfortable working directly with operations leaders. Proactive problem solver who can identify issues and recommend solutions. Able to balance detail-level analysis with big-picture business insight. Collaborative, responsive, and service-oriented. Strong sense of ownership and accountability. What you will get from us: Competitive Wages Excellent Benefits Package Ability to work remotely Get Immediate Access to Earned Income Through Dayforce Wallet Recognition and Rewards Program Vacation, Holiday, and Sick Pay 401k Program Associate Discounts Education and Training Programs Available Watermark Retirement Communities, Inc, is an equal opportunity employer, Minority/Female/Disability/Veteran/LGBTQ/Sexual Orientation/Gender Identity or Expression-proudly embracing diversity in all of its manifestations Watermark Retirement Communities, Inc. is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any associate at Watermark or its affiliates via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Watermark Retirement Communities, Inc. No fee will be paid in the event the candidate is hired by Watermark as a result of the referral or through other means. Apply To This Job