Senior Financial Analyst

Looking for a great opportunity to be a Senior Financial Analyst where you can really make a difference? Are you passionate about Long-Term Care? Do you thrive in a fast-paced environment and love helping others? Look no further!

We are an independent, non-profit senior living care organization offering full continuum of care from independent and assisted living to skilled nursing and memory care at four luxury retirement communities. Presbyterian Homes has achieved national recognition and accreditation for senior living leadership and expertise. We were established in 1904 and have an excellent reputation for providing a wide range of living options to seniors to live every day as they wish. Our team members have consistently rated Presbyterian Homes as a great workplace in confidential engagement surveys.

Why choose us?

• Hybrid schedule!
• Health Insurance: Medical, Dental, & Vision plans
• Long-term and short-term Disability plan
• Confidential Employee Assistance Program (EAP)
• Generous Paid Time Off (PTO)! PTO rollover & PTO sellback options
• 403(b) retirement plan with employer match and baseline
• Scholarship programs including tuition reimbursement.

Essential Functions:

• Assist in annual budget process, including providing training and supporting services to budget users, planning budget timeline, and monitoring progress in collaboration with department heads.
• Manage resident data in actuarial software and reconciling census data.
• Prepare journal entries, reconciliations, reports and audit requests related to Life Plan Communities’ entrance fee accounting. Reviewing resident entrance fee refund payment requests.
• Update demographic and financial data in actuarial software for annual evaluation of future service obligation and actuarial study.
• Prepare internal/external/regulatory reports and requests.
• Assist in financial planning and analysis projects.
• Ensure master price list is updated for entrance fee and monthly fee increases and unit mix is kept current.
• Maintain certain settings in the budget and reporting software.

Skills/Qualifications:

• Bachelor’s degree in Accounting required
• CPA preferred
• 3-5 years demonstrated responsibility in the area of Accounting and Finance
• Thorough knowledge of accounting principles, budgeting techniques and financial reports
• Comfortable presenting to all levels of leadership
• Advanced Excel skills

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