Lead Analyst Reporting

Posted 7 Days Ago
Be an Early Applicant
Des Moines, IA, USA
In-Office
74K-93K Annually
Mid level
Other
Vi Living operates 10 Luxury Life Plan Communities across the United States
The Role
Owns financial reporting and compliance deliverables, including CAM, board and owner reporting, regulatory submissions, medical expense and insurance claim packages, debt covenant calculations, and due diligence requests. Performs data validation, variance analysis, reconciliations, exception reporting, and data governance checks. Maintains reporting calendars and documentation while coordinating issue resolution with BI, IT, auditors, lenders, and other stakeholders.
Summary Generated by Built In

The Lead Analyst, Reporting is responsible for owning key reporting and compliance deliverables end to end, ensuring financial reporting outputs are accurate, consistent, and delivered on established timelines. This role leads preparation of complex schedules (including covenant reporting packages and board/owner reporting), performs analytical reviews and data validation, and drives standardization and continuous improvement in partnership with BI and upstream data owners.

This role performs work under minimal supervision and handles complex issues and problems, referring only the most complex issues to higher-level staff.


Experience is Everything.

At LCS, experience is everything. We provide you the opportunity to use your talents in a progressive, growing organization that makes a positive difference in the lives of the seniors we serve. If you are seeking an organization that gives back, you’ll love working here. Our principles and hospitality promises define our company culture. LCS employees can be found participating in volunteer activities, getting involved in our committees or collaborating with team members in our innovative workspace. You’ll find several opportunities to grow as a professional, serve the community, and enhance the lives of seniors. 

What You’ll Do: 

  • Own assigned monthly CAM reporting deliverables, including data validation, variance investigation, and stakeholder follow ups 
  • Prepare board/owner packet schedules and respond to non standard board/owner reporting requirements with strong documentation and controls 
  • Prepare and submit assigned regulatory and industry reports, ensuring compliance with defined formats, deadlines, and supporting documentation 
  • Prepare medical expense deduction datasets and insurance claim reporting packages; ensure completeness, consistency, and traceability to source systems 
  • Prepare debt covenant calculations and lender/holder reporting packages, maintaining an audit trail of inputs, definitions, and adjustments 
  • Perform exception reporting and data governance checks between systems; coordinate resolution of data issues with BI, IT, and source process owners 
  • Maintain and continuously improve reporting calendars, trackers, templates, and standard work instructions 
  • Support third party compliance activities (sales & use tax, personal property tax, unclaimed property, renewals/appeals) by providing accurate schedules, reconciling support, and coordinating information requests 
  • Support due diligence financial requests by preparing 
  • Perform other duties and responsibilities as assigned

What We’re Looking For:

  • Bachelor’s degree in Accounting or equivalent years of experience
  • 4-6 of progressive accounting, reporting, audit, or finance experience 
  • Strong working knowledge of GAAP and financial statement mechanics 
  • Demonstrated experience independently owning 
  • Complex journal entries, reconciliations, or reporting deliverables 
  • Regulatory, audit, or compliance driven documentation or 
  • Transaction, contract, or transition related accounting activities (by COE) 
  • Demonstrated ability to independently apply professional judgment within owned reporting and compliance deliverables and resolve complex issues with minimal supervision 
  • Strong attention to detail and accuracy with ability to interpret financial results to identify, explain and resolve accounting issues 
  • High documentation quality and audit readiness discipline
  • Ability to independently analyze discrepancies and resolve reconciling items
  • Effective time management and ability to meet deadlines with minimal supervision, especially during close cycles 
  • Advanced Excel skills 
  • Strong written and verbal communication skills 
  • Ability to work collaboratively within a team and respond to requests from leadership 
  • Professional judgment, discretion, and willingness to learn 
  • Possesses comprehensive knowledge of subject matter.
  • Preferred qualifications
  • Experience with reporting/BI tools and ERP systems

Why Join Us?  

  • Industry Leader. 
  • Inclusive & collaborative culture. 
  • Top Workplace USA. 
  • Top Workplace Iowa. 
  • Charity and community involvement. 
  • Outstanding advancement opportunities. 
  • Ongoing career development. 

Benefits

Competitive pay, great benefits and vacation time. We are an equal opportunity employer with benefits including medical, dental, life insurance, disability, 401(K) with company match and paid parental leave. 

Our Commitment 

LCS creates living experiences that enhance the lives of seniors. You’ll see this commitment in our people. They’re talented, dedicated professionals who truly care about residents, with each conducting his or her work with integrity, honesty and transparency according to the principles of LCS. We strive to help every community succeed—strengthening available resources, establishing proven practices that lead to long-term growth and value for those living in, working for and affiliated with the community. Check us out on our website: https://www.lcsliving.com

Additional Information 

Travel frequency: 0-10%

Estimated Salary: $74,000 - $93,000 

The actual title & salary will carefully consider a wide range of factors, including your skills, qualifications, experience, and other relevant factors. 


A POST-OFFER BACKGROUND CHECK, INCLUDING REFERENCES IS REQUIRED.

LCS IS AN EQUAL OPPORTUNITY EMPLOYER. 


Skills Required

  • Bachelor’s degree in Accounting or equivalent years of experience
  • 4–6 years of progressive accounting, reporting, audit, or finance experience
  • Strong working knowledge of GAAP and financial statement mechanics
  • Experience with complex journal entries, reconciliations, or reporting deliverables
  • Experience with regulatory, audit, or compliance-driven documentation
  • Experience with transaction, contract, or transition-related accounting activities
  • Ability to independently apply professional judgment and resolve complex issues with minimal supervision
  • Strong attention to detail and ability to interpret financial results and resolve accounting issues
  • High documentation quality and audit readiness discipline
  • Ability to analyze discrepancies and resolve reconciling items independently
  • Effective time management and ability to meet deadlines during close cycles
  • Advanced Excel skills
  • Strong written and verbal communication skills
  • Ability to collaborate with teams and respond to leadership requests
  • Professional judgment, discretion, and willingness to learn
  • Comprehensive knowledge of the subject matter
  • Experience with reporting or BI tools and ERP systems

Vi Living Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vi Living and has not been reviewed or approved by Vi Living.

  • Healthcare Strength Medical, dental, and vision coverage is complemented by optional protections such as life, disability, accident/critical illness, and hospital indemnity, plus access to mental‑health resources. Coverage typically begins the first day of the month after hire, reinforcing strong baseline healthcare support.
  • Leave & Time Off Breadth PTO, paid holidays, sick time where applicable, bereavement, jury duty, parental bonding, and caregiving leave create a broad time‑off portfolio. Some locations add paid volunteer time and anniversary holidays, extending flexibility for time away.
  • Retirement Support A 401(k) with company match anchors retirement readiness, supported by tools like FSAs and commuter benefits that aid overall financial planning. Access to a credit union and early wage access provide additional day‑to‑day financial support within the total rewards mix.

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The Company
HQ: Chicago, Illinois
2,900 Employees
Year Founded: 1987

What We Do

Vi is dedicated to providing quality environments, services, and programs to enrich the lives of older adults. Our goal is for our residents to continually experience the finest in senior living. Throughout Vi’s history, we have maintained our commitment to not only help seniors live independent lives on their terms, but also provide a nurturing environment for our employees to build fulfilling careers of service and care. Today, we support more than 2,900 employees in our corporate and community offices who are deeply committed to the care of our residents. The future success of Vi depends on maintaining a standard of excellence in all phases of resident services and relations.

Why Work With Us

At Vi, we go beyond words; respect, equity, diversity, and inclusion are the foundations of our culture. We're devoted to fostering an environment where every employee feels a genuine sense of belonging, appreciation, and empowerment.

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