Senior Finance Analyst, Financial Planning

Posted Yesterday
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Des Moines, IA, USA
In-Office
66K-82K Annually
Senior level
Professional Services • Real Estate
The Role
Performs financial analysis and supports planning cycles, including forecasting, variance analysis, financial modeling, scenario planning, KPI tracking, and leadership reporting. Partners with stakeholders to gather inputs, explain results, and provide recommendations. Improves planning processes and templates while providing informal guidance to junior analysts.
Summary Generated by Built In

The Senior Finance Analyst, Financial Planning is responsible for performing more complex financial analysis and supporting planning cycles with increased ownership. This role independently manages portions of the forecast, develops insights, and begins partnering with stakeholders to support decision-making.

This role performs work under general supervision and handles moderately complex issues and problems, referring more 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: 

  • Perform forecast-to-forecast and forecast-to-actual variance analysis with clear explanations
  • Manage forecast assumptions and supporting schedules with limited oversight
  • Build and maintain financial models, including scenario and sensitivity analyses
  • Develop and track KPIs and performance metrics to support planning discussions
  • Prepare presentations and reporting packages for leadership review
  • Partner with stakeholders to gather inputs and explain results
  • Identify and recommend improvements to planning processes, reports, and templates
  • Support onboarding and informal guidance of junior analysts
  • Perform other duties and responsibilities as assigned

What We’re Looking For: 

  • Bachelor’s degree in Finance, Accounting, Analytics, Economics, or related field; or equivalent years of experience
  • 2–4 years of relevant FP&A or financial analysis experience
  • Strong understanding of financial statements and forecasting methodologies
  • Advanced Excel skills and experience with planning systems (e.g., Adaptive preferred)
  • Ability to translate data into clear insights and recommendations
  • Strong organizational, prioritization, and communication skills
  • Possesses solid working knowledge of subject matter


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: $66,000 -$82,000  

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, Analytics, Economics, or a related field, or equivalent years of experience
  • 2-4 years of relevant FP&A or financial analysis experience
  • Strong understanding of financial statements and forecasting methodologies
  • Advanced Excel skills
  • Experience with planning systems such as Adaptive
  • Ability to translate data into clear insights and recommendations
  • Strong organizational, prioritization, and communication skills
  • Solid working knowledge of the subject matter
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The Company
500 Employees
Year Founded: 2003

What We Do

The Heritage at Brentwood is a senior living community offering independent living, assisted living, memory care, and skilled nursing services, operating as a Life Plan Community.

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