Sr. Financial Analyst

Position Summary

Partner with the Director of Financial Planning & Analysis by coordinating and managing the financial reporting and planning analysis process, driving and delivering financial reporting/analysis across the company and building reporting solutions in support of the department.

Essential Duties

  • Build and maintain internal and external reports utilized for operations analysis.
  • Assist in completing daily, monthly, quarterly and annual reporting accurately and within specified deadlines as required.
  • Participate in annual operating and capital budget process including but not limited to the collection of financial data, identifying operational trends, developing budget assumptions, producing financial projections etc.
  • Provide financial support across departments, including establishing relationships with key department leads to ensure accuracy of information utilized for internal/external financial reporting purposes
  • Provide recommendations for enhancements to the information systems that support the implementation of various business profitability and forecasting strategies and to provide relevant and timely operating information to management.
  • Develop periodic or ad-hoc financial reports and associated analyses, as required. 
  • Participate in the preparation of presentations for investors, board meetings, and other such meetings
  • Develop/update policies and procedures in accordance with Elmcroft’s guidelines. 
  • Demonstrate an understanding of compliance and ethics program policies and procedures.
  • Complete all mandatory compliance, HIPAA and state and federal regulatory training as required.
  • Maintain appropriate degree of confidentiality.
  • Perform other duties as assigned and which relate to the success of Elmcroft and the Care, Comfort, and Happiness of our residents.
Job Info.
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Job Type: 
Third Party



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Lake Oswego, United States