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The Financial Analyst, Financial Planning & Analysis (FP&A) supports core forecasting, financial modeling, and analytical processes that drive portfolio and enterprise performance. This role works closely with a team of analysts and cross-functional partners to enhance forecasting models, develop presentation materials, analyze business trends, and support strategic decision-making. The Analyst will also prepare materials for senior and executive leadership, including monthly business reviews, quarterly earnings, board presentations, investor materials, and other ad hoc analysis.
Key Responsibilities
- Compare forecast against results and create detailed variance analyses.
- Analyze financial performance and communicate trends, insights, and findings to management.
- Support the continued development and enhancement of forecasting models and analytical tools.
- Gather and consolidate data from multiple sources to inform forecasting, planning, and strategy.
- Monitor KPIs and leading indicators to improve forecast accuracy and business insights.
- Create high-quality presentations for internal and external audiences, including monthly business reviews, earnings calls, board meetings, and investor presentations.
- Identify opportunities for new reporting, tools, or models to support company initiatives and growth.
- Engage frequently with senior and executive leadership (SVPs, CEO, CFO) to support data-driven decision-making.
- Conduct ad hoc reporting and analysis as needed.
- Collaborate with and periodically travel to operators and assets to deepen portfolio knowledge and relationships.
Qualifications
- Bachelor’s degree in business, accounting, finance, real estate, or a related field.
- 1+ years of experience in budgeting, forecasting, financial modeling, analytics, reporting, planning, or similar fields.
- Must be located in the Chicago, IL surrounding area or willing to relocate for the duration of employment.
- Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations.
- Understanding of financial statements (income statement, balance sheet, cash flow).
- Strong financial modeling skills in Microsoft Excel; experience with Cube functions is a plus.
- Experience with visualization or presentation tools (e.g., PowerPoint, Tableau).
- Must be legally authorized to work in the United States without need for employer sponsorship now or in the future
Source: Ventas Career Page
