Plante Moran | Senior Living Operations Financial Analyst

Responsibilities

• Our team helps clients understand performance, identify opportunities, evaluate strategic alternatives, and translate complex operational and financial information into practical actions that support long-term success.
• As a Senior Living Operations Analyst, you will analyze the senior living industry from an operations perspective and help clients understand what their operating and financial results reveal about current performance and future potential.
• You will combine quantitative analysis, industry benchmarks, market and operating trends, and direct client engagement to identify opportunities, communicate a clear performance story, and help develop practical tactics for future success.
• Plante Moran Realpoint (PMR) provides integrated real estate, development, and operational advisory services to senior living organizations.
• Perform detailed operational and financial analyses for senior living organizations, communities, portfolios, and development initiatives.
• Evaluate operating performance across key functions such as occupancy, revenue, pricing, labor, care delivery, dining, facilities, sales and marketing, and general administration.
• Monitor and synthesize senior living industry trends, operating indicators, economic factors, and emerging practices to identify risks, opportunities, and implications for clients.
• Manage, clean, organize, reconcile, and analyze large, complex, and confidential data sets from multiple sources.
• Develop actionable recommendations, implementation tactics, performance targets, and monitoring approaches that support sustainable client success.
• Work directly with senior living clients to gather information, understand operational context, test hypotheses, and validate analytical findings.
• Participate in client interviews, meetings, site visits, and working sessions with executives, operators, department leaders, and project teams.
• Prepare concise, well-structured reports that integrate quantitative findings, charts, tables, observations, conclusions, and recommendations.
• Develop client-ready presentations and communicate technical or complex analysis in a practical, easily understood manner.
• Contribute to engagement planning, work plans, information requests, critical deliverables, and project deadlines while maintaining exceptional client service.
• Assist in developing and evaluating pro forma financial models for new senior living developments, expansions, renovations, acquisitions, and asset repositioning.
• Support assumptions related to unit mix, occupancy ramp-up, rates, ancillary revenue, staffing, operating expenses, capital needs, and stabilization.
• Perform scenario, sensitivity, and feasibility analyses to help clients understand potential outcomes, key risks, and performance requirements.
• Analyze payroll and labor data, including staffing levels, hours, wages, overtime, agency utilization, productivity, benefits, and departmental cost structure.
• Use data visualization and data storytelling techniques to convert complex findings into a clear narrative for client leadership and other stakeholders.
• Use approved artificial intelligence tools to accelerate research, organize and analyze information, test scenarios, identify patterns, improve reporting, and enhance the quality and efficiency of client deliverables.
• Translate model results into a clear investment and operating story, including implications for development strategy, repositioning decisions, and ongoing operations.

Requirements

• Bachelor’s degree in finance, accounting, economics, business, data analytics, health care administration, hospitality, or a related field with 3-7 years of experience.
• Demonstrated strength in quantitative analysis, financial analysis, operational analysis, benchmarking, and interpretation of business performance.
• Strong analytical curiosity and the ability to move from raw data to insight, from insight to a compelling story, and from that story to practical action.
• Advanced proficiency in Microsoft Excel and strong proficiency in Microsoft Word and PowerPoint; experience with business intelligence, visualization, database, or financial modeling tools is preferred.
• Excellent report writing, editing, and presentation skills, with the ability to explain complex analysis clearly to both financial and operational audiences.
• Ability to assess payroll and labor data and understand its relationship to service delivery, resident acuity, occupancy, revenue, productivity, and margin.
• Ability to manage multiple assignments, organize significant amounts of information, maintain attention to detail, and complete high-quality work on time and within budget.
• Strong interpersonal skills and the confidence to work collaboratively with client personnel at all organizational levels.
• Ability to exercise sound judgment, maintain confidentiality, and work effectively as part of a project team.
• Ability to work in Chicago or Metro Detroit office, and willing to relocate if necessary.

Plante Moran

Plante Moran is an employer hiring in India (sector: Audit / Consulting / Advisory).

Its finance, accounts, audit and tax openings in India are mostly in Southfield, Chicago Riverside Plaza, Denver Tech Center and Wakefield.

• Industry: Audit / Consulting / Advisory