Manager, Financial Planning

Posted Yesterday
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Des Moines, IA, USA
In-Office
98K-122K Annually
Senior level
Other
Vi Living operates 10 Luxury Life Plan Communities across the United States
The Role
Manages budgeting and forecasting cycles for assigned regions, including monthly forecast close, variance analysis, financial modeling, allocation logic, and budget reporting. Partners with Regional Finance, provides training and troubleshooting, develops planning guidance and standardized templates, and leads a team through hiring, coaching, performance management, workload allocation, and process improvement.
Summary Generated by Built In

The Manager, Financial Planning is responsible for managing day‑to‑day execution of budgeting and forecasting processes and ensuring high‑quality planning outputs for Regional Finance and Regional Team. This role translates planning standards into execution, leads forecast cycles, reviews assumptions and variances, and serves as a primary planning partner to assigned regions.


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: 

  • Lead annual budget development and ongoing forecast cycles for assigned regions.
  • Manage the monthly forecast close, including data validation, variance analysis, and issue resolution.
  • Review forecast to forecast variances and challenge assumptions related to occupancy, MIMO, staffing, and expenses. 
  • Oversee Adaptive Planning expense splits and allocation logic to ensure consistency and accuracy. 
  • Model distributions and contributions and review outputs for reasonableness and compliance with parameters. 
  • Prepare and review budget packages, dashboards, and presentations for Regional Finance.
  • Support Regional Finance and Community Resources through training, troubleshooting, and process guidance on budget tools. 
  • Contribute to development of planning guidance, calendars, and standardized templates. 
  • Train and onboard new team members, ensuring they understand systems, processes, and company standards. 
  • Assign, prioritize, and review work to ensure timely and accurate completion activities. 
  • Monitor workload and staffing needs, making recommendations for hiring, restructuring, or process automation. 
  • Responsible for the effective management and leadership of a team. This includes, but is not limited to: hiring, training, coaching, evaluating and managing performance, allocating compensation, effectively handling employee relations issues, and managing terminations.
  • Perform other duties and responsibilities as assigned.

What We’re Looking For: 


  • Bachelor’s degree in Finance, Accounting, Economics, or a related field; or equivalent years of experience

  • 6 years of experience in FP&A or financial planning, with leadership or project‑lead responsibilities 

  • Strong financial modeling and variance analysis skills 

  • Advanced proficiency in planning tools and Excel

  • Prior experience leading, supervising, or formally managing staff 

  • Strong understanding of financial planning, analytical frameworks, and performance drivers 

  • Demonstrated ability to: 

    • Manage competing priorities and workloads 

    • Develop and coach professional staff 

    • Enforce standards and accountability 

    • Strong communication skills with the ability to lead teams and influence stakeholders

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: $98,000 - $122,000

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 Finance, Accounting, Economics, or a related field, or equivalent experience
  • Six years of experience in FP&A or financial planning
  • Leadership or project-lead experience
  • Strong financial modeling and variance analysis skills
  • Advanced proficiency in planning tools and Excel
  • Prior experience leading, supervising, or formally managing staff
  • Strong understanding of financial planning, analytical frameworks, and performance drivers
  • Ability to manage competing priorities and workloads
  • Ability to develop and coach professional staff
  • Ability to enforce standards and accountability
  • Strong communication skills and ability to lead teams and influence stakeholders

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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