Financial Analyst - Cogir Senior Living

ABOUT THE COMPANY

COGIR Management USA, a subsidiary of COGIR Real Estate, operates nearly 90 senior living communities with over 8,000 units across 11 states. Beginning operations in 2018, the US company has grown through acquisitions, most recently acquiring Cadence Senior Living in 2022. This acquisition serves as a launch pad for COGIR Management USA to continue its growth and expand into primary markets across the United States.

THE POSITION

The Financial Analyst will be a key direct report to the Vice President of FP&A of the US operating company. The Analyst has primary responsibility for supporting Cogir Management USA's budgeting, reporting, business intelligence, forecasting, and underwriting processes. The work environment is out of our corporate office in Scottsdale, AZ, with a Monday-to-Friday schedule.

RESPONSIBILITIES

• Assist with the underwriting, due diligence, closing, and implementation processes of acquisitions, developments, and dispositions.
• Assist with 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.
• Report monthly, quarterly, and annual KPIs that compare actual versus budgeted information, driving business insights for more effective management.
• Assist in designing and developing business analytical tools and analysis, focused on operational efficiency metrics and measures.
• Support Regional Vice Presidents of Operations and Executive Directors with financial and business analytic reporting for more effective property-level financial management.
• Gather property-specific & market information by researching various sources, including industry, regulatory, economic, demographic, and property information.
• Ad hoc analysis and projects as needed.

CANDIDATE QUALIFICATIONS and EXPERIENCE

Education: A strong academic background with a bachelor's degree is required. An MBA, CFA, or other relevant advanced degree is preferred but not required.

• Bachelor's and/or Master's Degree in Business, Finance, Economics, or a related field.
• Minimum 2-4 years of experience in financial analysis, asset management, underwriting, and/or FP&A.
• Experience in the Senior Housing, Hospitality, Multifamily, or Commercial Real Estate industry is preferred, as is experience working with an Owner/Developer of senior housing, multifamily, or mixed-use projects.
• High proficiency in Microsoft Excel with fluency in x-lookups, index match, and pivot tables.
• Strong financial modeling skills.
• Experience or exposure to analytical visualization tools is a plus.
• Strong analytical and financial management skills.
• 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.
• A true entrepreneurial spirit with the commitment and wherewithal to grow the Cogir Management USA platform collaboratively.
• Highly driven and motivated to join a team that offers a tremendous opportunity to grow personally and professionally.
• Lives within 30 miles of Scottsdale, AZ.