Analyst - Financial Planning & Analysis (Hybrid Role)
Vitality Living
•
Brentwood, TN
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0
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Not Applicable
Posted March 31, 2026
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Responsibilities
Commitments
Responsibilities
- Assist in the preparation of proformas for third-party management agreements
- Work with the transition team to establish transition budgets while leveraging prior transitions as basis for expenses
- Track transition expenses, prepare monthly reports comparing actuals to budget, and collaborate with internal workstreams to document variances to improve future budgeting processes
- Analyze monthly community revenues and rent rolls for occupancy, billing trends, market rent optimization, discounts, accounts receivable balances, and other ancillary charges
- Perform financial analyses on key cost centers across communities to identify expense trends, analytics based on residents per day calculations
- Create, maintain, and generate reports utilizing MS Office with emphasis in Excel and other proprietaries software and platforms
- Generate weekly and monthly labor reports for all communities
- Assist in the preparation of annual community budgets and reforecasts
- Analyze and monitor financial variances across the portfolio
- Utilize reporting tools to track and report KPI metrics on a weekly, monthly, and quarterly basis
- Prepare and assist with ad-hoc reports to include variance analysis reports, KPI reports, and management and/or user dashboards
- Collaborate with internal departments to understand business drivers, gather relevant data and provide support for company initiatives
- Perform other duties as assigned.
Commitments
Must be organized and detail-oriented to ensure accuracy
Self-starter with the ability to work independently, communicate progress, and execute effectively
Hybrid work schedule: 3 days in office/2 days offsite
Generous PTO Plan
Not Met Priorities
What still needs stronger evidence
Requirements
- 0-2 years of finance, operations, or information systems experience in growth environment
- Experience in financial modeling and data analytics
- Must be organized and detail-oriented to ensure accuracy
- Must have strong presentation skills and proficiency in communicating financial information to non-financial leaders at all levels of the organization
- Self-starter with the ability to work independently, communicate progress, and execute effectively
- Hybrid work schedule: 3 days in office/2 days offsite
Preferred Skills
- Experience in financial modeling and data analytics
- Experience in senior living, hospitality, or multi-family industry preferred
Job Details
Description
Vitality Living is seeking a dynamic Analyst - Financial Planning & Analysis to join our team at our Support Office located in Brentwood, TN - Hybrid Role!
Are you looking for a job where you can make a real difference? A career that allows you to impact on the lives of others every single day positively. If so, we want YOU to be part of our mission to improve the world.
At Vitality Living, we are more than just a place of work; we are a vibrant community dedicated to creating meaningful experiences for our residents, families, and team members. At Vitality, everyone is not only encouraged to be themselves but celebrated for it! Join us today and bring your individuality along!
As a Vitality Living Analyst – Financial Planning & Analysis, you will impact lives by:
Assist in the preparation of proformas for third-party management agreements
Work with the transition team to establish transition budgets while leveraging prior transitions as basis for expenses
Track transition expenses, prepare monthly reports comparing actuals to budget, and collaborate with internal workstreams to document variances to improve future budgeting processes
Analyze monthly community revenues and rent rolls for occupancy, billing trends, market rent optimization, discounts, accounts receivable balances, and other ancillary charges
Perform financial analyses on key cost centers across communities to identify expense trends, analytics based on residents per day calculations
Create, maintain, and generate reports utilizing MS Office with emphasis in Excel and other proprietaries software and platforms
Generate weekly and monthly labor reports for all communities
Assist in the preparation of annual community budgets and reforecasts
Analyze and monitor financial variances across the portfolio
Utilize reporting tools to track and report KPI metrics on a weekly, monthly, and quarterly basis
Prepare and assist with ad-hoc reports to include variance analysis reports, KPI reports, and management and/or user dashboards
Collaborate with internal departments to understand business drivers, gather relevant data and provide support for company initiatives
Perform other duties as assigned.
Join Us Today If You Meet The Following Requirements
0-2 years of finance, operations, or information systems experience in growth environment
Experience in financial modeling and data analytics
Experience in senior living, hospitality, or multi-family industry preferred
Must be organized and detail-oriented to ensure accuracy
Must have strong presentation skills and proficiency in communicating financial information to non-financial leaders at all levels of the organization
Self-starter with the ability to work independently, communicate progress, and execute effectively
Hybrid work schedule: 3 days in office/2 days offsite
Our Benefits Include
Medical, Dental, and Vision Insurance
Generous PTO Plan
Company Profit Sharing Bonus
401K
Vitality Living is an equal opportunity employer where you can Be You, Be Vibrant, and Belong.
Description
Vitality Living is seeking a dynamic Analyst - Financial Planning & Analysis to join our team at our Support Office located in Brentwood, TN - Hybrid Role!
Are you looking for a job where you can make a real difference? A career that allows you to impact on the lives of others every single day positively. If so, we want YOU to be part of our mission to improve the world.
At Vitality Living, we are more than just a place of work; we are a vibrant community dedicated to creating meaningful experiences for our residents, families, and team members. At Vitality, everyone is not only encouraged to be themselves but celebrated for it! Join us today and bring your individuality along!
As a Vitality Living Analyst – Financial Planning & Analysis, you will impact lives by:
Assist in the preparation of proformas for third-party management agreements
Work with the transition team to establish transition budgets while leveraging prior transitions as basis for expenses
Track transition expenses, prepare monthly reports comparing actuals to budget, and collaborate with internal workstreams to document variances to improve future budgeting processes
Analyze monthly community revenues and rent rolls for occupancy, billing trends, market rent optimization, discounts, accounts receivable balances, and other ancillary charges
Perform financial analyses on key cost centers across communities to identify expense trends, analytics based on residents per day calculations
Create, maintain, and generate reports utilizing MS Office with emphasis in Excel and other proprietaries software and platforms
Generate weekly and monthly labor reports for all communities
Assist in the preparation of annual community budgets and reforecasts
Analyze and monitor financial variances across the portfolio
Utilize reporting tools to track and report KPI metrics on a weekly, monthly, and quarterly basis
Prepare and assist with ad-hoc reports to include variance analysis reports, KPI reports, and management and/or user dashboards
Collaborate with internal departments to understand business drivers, gather relevant data and provide support for company initiatives
Perform other duties as assigned.
Join Us Today If You Meet The Following Requirements
0-2 years of finance, operations, or information systems experience in growth environment
Experience in financial modeling and data analytics
Experience in senior living, hospitality, or multi-family industry preferred
Must be organized and detail-oriented to ensure accuracy
Must have strong presentation skills and proficiency in communicating financial information to non-financial leaders at all levels of the organization
Self-starter with the ability to work independently, communicate progress, and execute effectively
Hybrid work schedule: 3 days in office/2 days offsite
Our Benefits Include
Medical, Dental, and Vision Insurance
Generous PTO Plan
Company Profit Sharing Bonus
401K
Vitality Living is an equal opportunity employer where you can Be You, Be Vibrant, and Belong.