Senior Financial Analyst, FP&A

Posted 3 Days Ago
Chicago, IL, USA
Hybrid
95K-120K Annually
Senior level
Real Estate
The Role
Analyzes financial performance for the Outpatient Medical & Research portfolio, supporting forecasting, budgeting, reporting, capital planning, earnings preparation, variance analysis, and deal pipeline analytics. Partners with Asset Management, Investment Management, Accounting, IT, and leadership to communicate risks, opportunities, and actionable insights while improving financial reporting and decision-making processes.
Summary Generated by Built In
Job Description:

Ventas is a leading S&P 500 company enabling exceptional environments that benefit a large and growing aging population. With an enterprise value exceeding $50 billion and a portfolio of more than 1,400 properties across North America and the United Kingdom, Ventas is a preeminent participant in the longevity economy. Its largest business is private-pay senior housing, which includes over 850 communities providing valuable care and services to more than 90,000 residents. The Ventas portfolio also includes outpatient medical buildings, research centers and healthcare facilities that attract strong institutional demand from the largest health systems, biomedical companies and universities and other research institutions in the world. Backed by strong financial performance and a collaborative culture, Ventas has the capital, capabilities and relationships to deliver superior value. The experienced Ventas team shares a commitment to each other and to the Company’s mission of helping people live longer, healthier, happier lives. 

 

The FP&A team partners closely with senior leadership, Asset Management, Investments and other corporate functions to analyze financial performance, support strategic decision-making and provide transparent reporting across Ventas’s operating portfolios. The team plays a critical role in earnings preparation, forecasting, capital tracking and management reporting, with a particular focus on understanding key drivers of performance and risk across the enterprise. 

 

About the Role 

 

The Senior Financial Analyst, FP&A plays a critical role in analyzing, understanding and communicating key drivers of financial performance across Ventas’s Outpatient Medical & Research (OM&R) portfolio. This role will serve as a dedicated FP&A partner to the OM&R business, working closely with Asset Management, Ventas Investment Management (VIM), and other cross-functional teams to support forecasting, financial performance analysis, capital planning and segment-level analytics. The role requires strong analytical judgment, attention to detail and the ability to effectively communicate key performance drivers, risks and opportunities to stakeholders. Key responsibilities include: 

  • Support the Outpatient Medical & Research portfolio’s forecasting, budgeting and financial reporting processes, including analysis of key drivers of performance, trends, risks and opportunities 
  • Perform segment-level and deal pipeline analytics for OM&R, synthesizing financial and operating data to provide actionable insights and support strategic decision-making 
  • Partner closely with OM&R Asset Management and Ventas Investment Management (VIM) teams to analyze portfolio performance and provide financial insights that support business and investment decisions 
  • Support earnings preparation and management reporting related to the OM&R portfolio, including NOI growth and variance analysis, Monthly Business Reviews, earnings materials, investor relations requests and other internal and external reporting 
  • Analyze monthly and quarterly capital expenditure results for the OM&R portfolio, including tracking actual spend versus budget and forecast and analyzing changes to future capital commitments 
  • Partner with Asset Management on capital budgets and forecasts, helping leadership understand key variances, risks and opportunities relative to plan and published guidance 
  • Collaborate with Accounting, IT and other corporate functions to ensure accurate, timely financial information for forecasting, reporting and analytical purposes 
  • Develop and enhance financial analyses and reporting that improve visibility into OM&R performance and support ongoing business decisions 

 

Qualifications 

  • Bachelor’s degree in Finance, Accounting, Real Estate or a related business field 
  • 3+ years of experience in financial analysis, public accounting, or a similarly rigorous analytical role, ideally within FP&A, real estate, or a capital-intensive operating environment 
  • Must be located in the Chicago, IL surrounding area or willing to relocate for the duration of employment 
  • Willingness to adapt and thrive in a blended work environment with 3-days in office, seamlessly transitioning between remote work and in-office operations 
  • Strong analytical and critical thinking skills with the ability to synthesize large data sets into clear, executive-ready insights 
  • Strong verbal, written and interpersonal communication skills with the ability to transform data analysis into key business narratives to partner effectively across functions and levels 
  • Detail-oriented and process-focused, with a mindset toward continuous improvement and intellectual curiosity, identifying and leading process improvement projects 
  • Strong ownership and accountability, with effective execution across business partnerships, core responsibilities, and special projects. 
  • Must be legally authorized to work in the United States without need for employer sponsorship now or in the future 

 

 

The estimated base salary range for this position is $95,000 – $120,000 per year. This range reflects a good-faith estimate of the base salary Ventas reasonably expects to pay at the time of posting. Actual base pay will be determined based on work location, skills, qualifications, relevant experience, and business needs. 

 

In addition to base salary, this role is eligible for discretionary incentive compensation and a comprehensive benefits package, which includes medical, dental, vision, retirement savings, paid time off, and other wellness benefits under applicable plan terms. 


#LI-MB1

#LI-hybrid

Skills Required

  • Bachelor's degree in Finance, Accounting, Real Estate, or a related business field
  • 3+ years of experience in financial analysis, public accounting, or a similarly rigorous analytical role
  • Must be located in the Chicago, Illinois surrounding area or willing to relocate
  • Willingness to work in a blended environment with three days in the office
  • Strong analytical and critical thinking skills
  • Ability to synthesize large data sets into executive-ready insights
  • Strong verbal, written, and interpersonal communication skills
  • Ability to transform data analysis into business narratives and partner across functions
  • Detail-oriented and process-focused approach
  • Strong ownership and accountability
  • Must be legally authorized to work in the United States without employer sponsorship now or in the future
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The Company
HQ: Chicago, IL
398 Employees
Year Founded: 1998

What We Do

For more than two decades, Ventas, Inc., an S&P 500 company and one of the world’s foremost Real Estate Investment Trusts (REIT), has operated as the premier capital provider to leading senior living, healthcare operators and research institutions. With more than $36 billion of investments under our belt, we own communities where patients and their families receive health and healing; where world class researchers discover treatments for disease; and where seniors live with dignity. Thanks to our financial strength and liquidity, our stock and robust dividend provides secure retirement savings and income to pensioners, firefighters, teachers and individuals around the world. We take our ESG (Environment, Social & Governance) commitments seriously. We’ve set meaningful ESG goals aligned to three pillars – People, Performance, Planet - emphasizing strong corporate governance; encouraging community engagement through social and financial support to communities where we live and work; and minimizing our environmental impact by protecting the planet while lowering operating costs and improving portfolio efficiency. We're honored to receive many external recognitions for our efforts: Ventas was named to the Dow Jones Sustainability World Index for the first time in 2019 and received Nareit’s 2019 Health Care Leader in the Light award for the fourth time. We were the first REIT to sign the CEO Action for Diversity & Inclusion and are a “Winning Company” on the 2020 Women on Boards Gender Diversity Index recognizing our 30% female Board. Our CEO, Debra A. Cafaro, is a leader widely-acclaimed for her strategic vision, and is ranked #29 in Harvard Business Review’s CEO 100, one of only 14 global CEOs named to HBR’s list consistently since 2014. Our team is what truly differentiates us – our winning competitive edge is due to a rare combination of drive and skill and a commitment to excellence that fuels everything we do.

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