Financial Planning and Analysis Director jobs in Surprise, AZ

THE COMPANY

COGIR Management USA, a subsidiary of Canada-based COGIR Real Estate, is a premier modern aging management company, operating 66 senior living communities consisting of over 8,000 units across 10 states, and growing.

We are proud to be a leader in the senior housing industry nationwide, providing an exceptional quality of care, amenities, and team culture, where our residents and team members thrive. Our residents enjoy a meaningful lifestyle with individualized support that promotes continuous independence and quality of life. Our team identity is based on three pillars: Human Focus, Creativity, and Excellence. We are proud to have positioned ourselves as a leader in the industry and are committed to continuing to improve!

THE POSITION

The Director of Financial Planning and Analysis will be a key direct report to the Chief Executive Officer of the US operating company. They will lead the company budgeting, reporting, business intelligence, forecasting, and underwriting processes.

This position will have a key reporting function to executive leadership and our ownership partners. They will manage a team of 3 Financial Analysts, with the main responsibility of supporting Cogir USA with all aspects of forecasting and growth strategies.

RESPONSIBILITIES

• Lead the annual budgeting and quarterly forecasting processes focusing on underlying business drivers, key financial and operating metrics, and financial sensitivity analysis.
• Develop reporting for forecasting and monthly financial results analysis to be utilized by senior management.
• Ownership of performance management benchmarking platform and reporting key performance indicators (KPIs) linking company strategy with business outcomes.
• Lead regular ownership calls, reporting KPIs on a monthly, quarterly, and annual basis that compare actual versus budgeted information driving business insights for more effective management.
• Design and develop business analytical tools and analysis focused on operational efficiency metrics and measures, working closely with our ownership partners
• Support Regional VPOs and Executive Directors with financial and business analytics reporting for more effective property-level financial management.
• Gather property-specific & market information by researching a variety of sources including industry, regulatory, and economic information, demographic data, and property information.
• Supervise, develop, and mentor a team of 3 Financial Analysts, and lead the recruiting efforts for future vacancies in the department.
• Lead the underwriting, due diligence, closing, and implementation processes of acquisitions, developments, and dispositions.
• Ad hoc analysis and projects as needed.

CANDIDATE QUALIFICATIONS and EXPERIENCE

Education: Strong academic background with a bachelor's degree required. An MBA, CFA, or other relevant advanced degree is preferred. The following experience is preferred:

• Bachelor's and/or master's degree in business, Finance, Economics, or a related field.
• 5-8 years of experience in financial analysis, asset management, and/or FP&A, with a portion of this time in a management position.
• Senior Housing, Hospitality, Multifamily, or Commercial Real Estate industry background is preferred, with experience working with an Owner/Developer of senior housing, multifamily, or mixed-use projects.
• Proficiency with Microsoft Office Suite with an expert-level skillset in Microsoft Excel
• Strong Financial Modeling skills
• Advanced experience with analytical visualization tools like Power BI, Tableau, and others.
• Strong analytical and financial management skills.
• An energetic, organized, creative, and highly motivated person with the ability to work independently and collaboratively.
• Strong work ethic and ability to support multiple projects in parallel and prioritize competing demands under the pressure of time-sensitive deadlines.
• Excellent interpersonal, verbal, and written communication skills, and ability to motivate.
• Strength of character and flexible style to work successfully with a range of people, from staff to executives, and from property owners to outside investors.
• Highly driven and motivated to join a team that offers a tremendous opportunity to grow personally and professionally.
• Lives within 30 miles of, or willing to relocate to Scottsdale, AZ.

WORK SETTING

• In-person, Monday to Friday.
• Corporate Office in Scottsdale, AZ.
• Limited travel.

Apply today and become part of the Cogir Family!