Senior Financial Analyst Acquisitions

Company Overview

Vitality Living is a dynamic hospitality-based senior housing owner and operator dedicated to delivering world-class service. We cultivate a culture that rewards initiative values collaboration and empowers team members to exceed expectations. Our success is rooted in hiring exceptional individuals who share our passion for purpose-driven service operational excellence and continuous improvement.

This role is an opportunity to directly influence the growth of our portfolio of owned and operated senior housing communities. Your work will shape acquisition decisions inform financial strategy and support operational performance across our platform.

Position Summary

The Senior Financial Analyst is a critical member of the Acquisitions Team responsible for driving financial insights that support property acquisitions underwriting and ongoing asset performance. This role translates financial data operational knowledge and market intelligence into actionable investment recommendations aligned with Vitalitys strategic objectives.

You will lead financial modeling prepare investment memos participate in due diligence evaluate third-party information and partner closely with senior leadership and operations. Success in this role requires advanced financial acumen strong analytical judgment familiarity with senior housing operations and the ability to synthesize complex inputs into clear strategic insights.

Key Responsibilities (Skills & Duties)

1. Advanced Financial Modeling & Forecasting

• Build maintain and interpret detailed financial models for acquisitions and portfolio performance.
• Develop pro formas DCF analyses IRR/NPV calculations capital stack structures and sensitivity analyses.
• Model senior housingspecific operational elements including care revenue occupancy trends rate growth and staffing ratios.

2. Senior Housing Operational Expertise

• Apply strong understanding of AL/MC/IL operating models unit mix strategies expense structures labor models and clinical metrics.
• Validate underwriting assumptions with operations leaders and adjust based on feasibility and market realities.

3. Market & Demographic Analysis

• Conduct supply/demand assessments competitive analyses and demographic profiling using industry resources (NIC MAP ASHA ASPE census data).
• Evaluate penetration rates capture rates household income levels and feasibility benchmarks to determine market strength.

4. Comprehensive Due Diligence & Risk Assessment

• Assess operational regulatory physical plant and financial risks for acquisition opportunities.
• Review seller financials rent rolls staffing data level-of-care mix survey histories and capital needs.
• Participate in site inspections and integrate findings into underwriting.

5. Data Interpretation & Benchmarking

• Analyze operator-reported data and benchmark performance against industry standards and internal metrics.
• Identify variances trends and operational opportunities that may drive value creation.

6. Strategic Thinking & Investment Thesis Development

• Formulate investment theses centered on repositioning capex strategies operational enhancement and market opportunity.
• Ensure acquisition recommendations align with long-term portfolio strategy and organizational goals.

7. Communication & Executive Presentation

• Prepare clear data-driven investment memos for the Investment Committee.
• Create dashboards summaries and presentations for senior leadership investors and lending partners.
• Confidently articulate assumptions risks findings and recommendations.

8. Cross-Functional Collaboration

• Partner closely with operations leadership to validate assumptions and integrate operational insights into underwriting.
• Coordinate with third-party consultants lenders brokers and internal teams to ensure accurate evaluation and smooth transaction processes.

What Success Looks Like (First 12 Months)

• Independently underwrites acquisition opportunities with minimal revision needed from senior leadership.
• Develops trusted working relationships with operations leaders through accurate and thoughtful assumptions.
• Consistently produces clear well-reasoned investment memos that support decision-making.
• Identifies value-creation opportunities that contribute to successful transactions.
• Improves efficiency of the underwriting workflow through better tools templates or processes.

Key Performance Indicators (KPIs)

• Accuracy and reliability of financial projections
• Quality and clarity of investment memos
• Timeliness of underwriting processes
• Number of acquisition evaluations completed
• Effectiveness in identifying value-creation opportunities
• Collaboration and responsiveness with operations and leadership teams

Talents & Competencies

• Achiever Driven self-motivated and committed to excellence.
• Arranger Works strategically and organizes complex workflows effectively.
• Competence Values mastery and precision in analysis.
• Ethics Maintains high integrity in judgment and decision-making.
• Vision Communicates strategic insights and sees beyond the numbers.

Tools & Technical Experience

(Preferred but not required)

• Advanced Excel modeling
• Familiarity with Yardi Aline RealPage or similar platforms
• Power BI or similar business intelligence tools
• CRM or pipeline management tools
• Strong proficiency in PowerPoint and data visualization

Supervisory Responsibility

This position does not supervise staff; however strong collaboration and the ability to influence without authority are essential.

Knowledge & Qualifications

Education:

Bachelors degree in Business Finance Accounting Real Estate Economics or a related field.

Experience:

Five (5) or more years of experience in financial analysis asset management real estate or senior housing operations within a growth-oriented environment. Experience evaluating or operating AL/MC/IL assets is strongly preferred.

Travel

Periodic travel for site inspections due diligence activities and assigned projects.

Physical Demands

May include standing walking sitting bending reaching climbing stairs grasping manual dexterity stooping kneeling crouching vision acuity talking and hearing.

Required Experience:

Senior IC