Financial Analyst Capital Planning

Utah Resident

Stellar Senior Living manages 44 senior living communities on behalf of multiple investor groups including publicly traded companies. Our portfolio is growing and were building the finance infrastructure to match.

This is not a support role. You will own capital planning analysis investor reporting regulatory compliance research and the financial modeling that drives real asset decisions across a 44-property portfolio. You will also have the latitude to build AI-powered tools that change how this work gets done.

If you are 13 years into your finance career and want the kind of ownership most analysts dont see until year five this is the seat.

What We Offer:

• Compensation:$65000 $80000 depending on experience
• Health Benefits:Medical dental and vision insurance 401(k)
• Unlimited PTO paid holidays
• Tuition reimbursement
• Hybrid schedule

What Youll Own:

Capital Planning & Financial Modeling

• Build and maintain financial models for capital expenditure decisions including renovation ROI debt service analysis cash flowtiming and scenario planning.
• Develop reusable Excel templates (Power Query pivot tables Power BI Spreadsheet Server) that scale with the portfolios growth.
• Respond to ad-hoc modeling requests from senior leadership with clean well-documented outputs.

Monthly Financial Reporting

• Own assigned sections of the monthly reporting package including variance analysis and written commentary for senior leadership and external investors.
• Maintain and improve existing reporting templates to reduce manual prep time each month.
• Partner with Accounting Operations Asset Management and Community Leadership on cross-functional deliverables.

Regulatory & Compliance Intelligence

• Translate regulatory findings into clear actionable items for operations accounting and senior leadership no jargon just decisions.
• Track and manage ESG compliance due dates across the portfolio.

Process & AI Innovation

• Build AI-powered workflows (using Claude ChatGPT or similar tools) to accelerate research reporting and analysis.
• Document processes thoroughly build scalable repeatable workflows that dont depend on a single person.

What Were Looking For:

Required Qualifications

• Utah Resident
• Bachelors degree in Finance Accounting Business Administration or a closely related field.
• 13 years of experience in FP&A corporate finance accounting real estate analysis or capital planning.
• Strong Excel skills: complex formulas pivot tables lookups and the ability to build clean models from scratch.
• Solid understanding of financial statements and basic GAAP capitalization and CapEx concepts.
• Awareness of ESG and sustainability compliance standards and state-level administrative deadlines.
• Clear written and verbal communication; comfortable presenting analysis to senior leadership and engaging professionally with external investors and government officials.
• Proven ability to manage multiple concurrent deadlines across different stakeholder groups.

Strongly Preferred

• Exposure to multi-property real estate senior living healthcare or portfolio reporting environments.
• Experience with Yardi or a comparable property management or ERP system.
• Power BI Power Query Power Automate or Excel Spreadsheet Server experience.
• Hands-on use of AI tools (Claude ChatGPT or similar) to accelerate research drafting or analysis.

What Gets You the Interview:

• Utah Resident
• Youve managed multiple deliverables across different stakeholders at the same time and met the deadlines.
• Youve built a financial model from scratch not just maintained one someone else created.
• You ask good questions and document the answers.
• Youve used AI tools in your actual workflow not just experimented with them once.

About Stellar Senior Living:

Stellar Senior Living is a premier operator of assisted living and skilled nursing communities across the Western United States. Since 2012 we have grown consistently through disciplined operations strong financial stewardship and people-first leadership.

We manage 44 communities on behalf of multiple investor groups including publicly traded companies. Each investor brings its own reporting requirements capital standards and sustainability expectations. As the portfolio grows we are building the financial infrastructure to match it.

Our supreme goal is to do and be the best in all we undertake and to provide a Stellar life for our residents their families and our employees.

Evrett W. Benton President & CEO

Stellar Senior Living is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability or veteran status.