Manager, Financial Planning and Analysis

Work With Purpose

At AlerisLife we’re dedicated to advancing the lives of all we serve - from our residents to each and every one of our team members. With a mission-driven mindset and a desire to make a difference in the lives of others, our team members enjoy a work culture that is uniquely supportive of their professional and personal lives. A place where they can advance others, and themselves.

About the Team

We’re a team of mission-driven individuals with a hunger for purposeful innovation and making a difference in the lives of others. We keep our values of People First, Trust Matters, Moving Forward and Passion for Life at the center of what we do and who it serves- our people. We welcome diversity of backgrounds, ideas and life experiences. At AlerisLife and our Operating Divisions you’ll find a dedication to one another that’s profound, where everyone plays a role in the success of others. What’s more, we have a respect for the commitments we all have outside of work-and the trust and flexibility to attend to them.

About you. . .

• Purpose and Meaning – You have an authentic connection to our vision, mission and values that helps you advance our culture and keep People First at all times.
• Advancing Others – Whether it’s for our customers or team members, you are known as someone committed to advancing others by supporting their continuous growth and leading them to achieve results. You get it- positive team experiences lead to incredible customer moments.
• Operational Excellence – You are a systems thinker who encourages a mindset of continuous process improvement and outcomes, believes that ideas can come from everywhere and empowers people to find ways to improve how and what we deliver for our customers and each other.
• You Are Accountable – to our team, our customer and our brand(s). You believe that how we achieve results is just as important as what we accomplish together.
• Let’s Do This - Fast is as slow as we go! You thrive on maintaining the focus on what’s now while managing multiple priorities, projects and competing demands and helping others anticipate and embrace what’s next.

Summary:
Work Mode: Newton, MA fixed hybrid schedule, 3 days in office

Reporting to the Senior Director of FP&A, the Manager of Financial Planning and Analysis will support the broader organization in budget planning and financial forecasting related to historical performance, future assumptions, and business targets. This role requires both strategic and tactical involvement in the company's financial forecast, annual budgeting process, operating plan variance analysis, and special ad-hoc projects. The FP&A Manager is responsible for generating and analyzing various monthly and quarterly reports, working with internal stakeholders to understand business factors, and providing meaningful analysis and insights to support business decisions. A successful individual will challenge the status quo and handle multiple priorities simultaneously, working well within a team, independently, and cross-functionally.

Key Responsibilities:

• Acts as the key finance partner for assigned regions to support creation of the annual budget, monthly reforecasting, price analysis, rate increases, labor analysis, cost analysis and KPI tracking. Provides strategic financial support for regional and community teams including Operations, Sales, Clinical, Maintenance and Dining.
• Works closely with the Director of Revenue Management and Sales and Marketing to continually reforecast and identify areas of focus.
• Supports the creation of financial reports and dashboards. Leads the preparation of monthly and quarterly regional updates for asset management and senior leadership. Presents financial results, variance analysis, and strategic recommendations to senior management.
• Perform high-impact analyses of business results, identifying trends, variances, and potential opportunities, leveraging and synthesizing multiple data sets.
• Assists in the development and implementation of financial strategies to support business growth and operational efficiency. Provides financial input for strategic initiatives and projects. Builds models and performs ad-hoc financial analysis for regional and community teams.
• Identifies cost reduction targets and tracks progress towards achieving goals, including opportunities in dining, maintenance, P-card spending and T&E.
• Continuously improve FP&A processes, tools, and methodologies to enhance efficiency, accuracy, and value-add of the function.

Experience:

• Minimum of 5 +years of relevant experience in financial planning and analysis
• Experience in multi-unit senior living operations preferred.

Technical Skills:

• Proficiency in core financial and operations systems such as Workday, Microsoft Power BI, OnShift, Salesforce, and PointClickCare.
• Highly proficient with Microsoft Excel.

Attributes:

• Ability to handle multiple priorities simultaneously.
• Strong analytical skills and attention to detail.
• Excellent communication and presentation skills to be able to translate financial results into meaningful insights.
• Ability to work well within a team, independently, and cross-functionally.
• Commitment to excellence and accountability in driving results.

We Got You

We see and support the whole you. Because investing in you, and all our team members, is the first step in making a difference in the lives of others.

• Comprehensive Medical/Dental/Vision
• 401k + Match
• Bonus Opportunity
• Competitive PTO, Sick & Holidays
• Life, Disability & other supplemental benefits
• Flexible Workplace
• Professional Development Funds
• Wellness Coaching & Personal Support Benefits
• Recognition & Reward Programs

Is This You?

Beyond checking off the boxes, we’re looking for someone who shares our passion and commitment.

• Purpose and Meaning – You have an authentic connection our vision of a world in which the quality of life is ageless, and a desire to advance our culture and keep People First at all times.
• Advancing Others – You advance others, supporting their continuous growth and enabling their achievements. You get it – positive team experiences lead to incredible customer moments.
• You Are Accountable – To our team, our customers and our brand(s). You firmly believe that the way in which we achieve results is just as important as what we accomplish together.
• Operational Excellence – You encourage a mindset of continuous improvement, respect ideas from everywhere, and empower others to elevate how and what we deliver for our customers and each other.
• Let’s Do This – Fast is as slow as we go! You thrive with a focus on the here-and-now, while managing multiple priorities, projects and competing demands, helping others anticipate and embrace what’s next.

EEOC

Alerislife prohibits discrimination against any applicant or employee with regard to or on the basis of race, color, religion, national or ethnic origin, age, ancestry, sex, pregnancy (including... Continue reading

Alerislife prohibits discrimination against any applicant or employee with regard to or on the basis of race, color, religion, national or ethnic origin, age, ancestry, sex, pregnancy (including pregnancy, childbirth, lactation and related medical conditions), gender, gender identity and expression (including transgender), sexual orientation, mental or physical disability, military status, certain criminal records, genetic information (including characteristics and testing), HIV testing, a personal admission to a facility for the care and treatment of a mentally ill person and taking of parental leave or membership in any other category protected by applicable law. In addition to federal requirements, AlerisLife complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has communities and/or facilities. This policy applies to all terms and conditions of employment, including, but not limited to, recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

In addition, AlerisLife expressly prohibits any form of workplace harassment based on race, color, religion, national or ethnic origin, age, ancestry, sex, pregnancy (including pregnancy, childbirth, lactation and related medical conditions), gender, gender identity and expression (including transgender), sexual orientation, mental or physical disability, military status, certain criminal records, genetic information (including characteristics and testing), HIV testing, a personal admission to a facility for the care and treatment of a mentally ill person and taking of parental leave or membership in any other category protected by applicable law. We will not tolerate harassment of employees in the workplace, or in other settings in which employees may find themselves in connection with their employment. Improper interference with the ability of AlerisLifeTesting of New Employment Application’s employees to perform their job duties may result in discipline up to and including discharge. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination harassment or retaliation, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any federal, state, or local law is prohibited and will not be tolerated.