Lead Analyst Reporting

Posted Yesterday
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Des Moines, IA, USA
In-Office
74K-93K Annually
Senior level
Hospitality
The Role
Owns financial reporting and compliance deliverables, including CAM reports, board and owner schedules, regulatory reports, medical expense and insurance claim packages, debt covenant calculations, and lender reporting. Performs data validation, variance analysis, exception reporting, reconciliations, and data governance checks. Coordinates issue resolution with BI, IT, and process owners while maintaining audit trails, reporting calendars, documentation, and standard work instructions.
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 independently owning 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 apply professional judgment independently 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 with minimal supervision
  • 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
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The Company
77 Employees
Year Founded: 2004

What We Do

The Marshes of Skidaway Island is a nonprofit Life Plan Community and retirement community in Savannah, Georgia. It supports seniors with independent living and lifestyle-centered amenities, including dining, housekeeping, maintenance, and wellness programs. Its on-site health center provides a continuum of care, including assisted living and skilled nursing, enabling residents to maintain independence while accessing additional support within the same community. Managed by LCS.

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