Senior Living Consultant - Financial & Data Analysis

The Senior Living Consultant is responsible for helping clients with core accounting and financial needs, providing them with key reporting and insights as to how the business is performing financially. They facilitate client conversations, working closely with the provider’s senior executives and clinical teams to build financial models, projections and other ad hoc analyses. Senior Living Consultants provide exceptional client service as a trusted business advisor within the senior living industry.

Success Factors

Responsibilities

• Participate in consulting engagements and special assignments related to senior living consulting clients
• Prepare financial projections/forecasts for senior living clients, including expansion and renovation projects
• Prepare various analyses using a variety of data sets including CMS data and cost report data
• Provide financial management advisory services to clients including AP, AR, month-end close, system implementations/enhancements and recommendations
• Strategic planning integrating various departments and reimbursement systems (Medicaid, Medicare, Managed Care)
• Help proactively shape and implement operations improvement initiatives across their financial services
• Provide cash flow analysis and transaction advisory support for various clients
• Utilize various data collection techniques and select appropriate method to fit project objectives and deliverables
• Analyze, report and present key client data to make necessary operational and financial efficiency recommendations, documenting conclusions
• Leverage subject matter expertise and prior experience to deliver client transformation initiatives
• Collaborate with leader to identify opportunities for efficiencies and proactive engagement management
• Maintain positive and effective client working relationships, ensuring satisfaction and becoming a trusted business advisor
• Ensure client deliverables are met within expectations and set deadlines
• Participate in business development initiatives, client discovery calls and proposal creation, including deliverables, work plans, and allocated budgets
• Keep up to date with local and national business and economic issues
• Utilize and continuously learn new technologies to enhance service delivery and improve collaboration

People Management/Relationships

• Take initiative to be a team player (seek out opportunities to help others)
• Treat everyone with respect
• Develop loyalty and trust with team
• Successfully adapt to different personalities and working styles
• Proactively and effectively communicate information regarding status issues to team members
• Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; open to new ideas and suggestions

Required Skills

• Excellent organization skills and strong attention to detail
• Strong leadership and coaching skills
• Multitasker with the ability to prioritize work accordingly
• Excellent verbal and written communication skills with strong client service focus
• Strong analytical and interpersonal skills
• Ability to work autonomously under the pressure of tight deadlines and multiple priorities

Education, Experience and Certifications

• Bachelor’s degree in Accounting, Finance, Healthcare or related field required
• 2+ years’ experience in an accounting, finance or data analytics field with experience within the senior living industry
• Working knowledge of Microsoft Office suite products, strong analytical knowledge in Excel
• Experience with PowerBI and SQL preferred
• Experience with PointClickCare and Sage Intacct a plus
• Ability to demonstrate creative problem-solving skills and intellectually curious/motivated to develop professionally through continuous learning
• Excellent attention to detail with the ability to manage multiple projects with restricted timelines
• Strong business writing and professional communication skills

Essential Functions

• Must be able to remain in a stationary position as needed
• The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• Ability to communicate in a professional manner and exchange information with internal and external actors as needed
• Ability to lift/carry up to 20 pounds
• Ability to work outside of normal business hours and weekends as needed
• Ability to travel to local and non-local clients as needed, overnight travel may be required
• This job description is subject to change at any time and employee will be given additional responsibilities as assigned

Salary Range: