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Manages budgeting and forecasting cycles for assigned regions, including monthly forecast close, variance analysis, financial modeling, expense allocations, and planning outputs. Partners with Regional Finance, prepares dashboards and budget packages, supports planning-tool training, develops standardized guidance, and leads a team through hiring, coaching, performance management, and workload allocation.

Leads occupancy growth and revenue through sales strategy, prospect management, community tours, referral partnerships, marketing campaigns, events, and outreach. Supervises marketing staff, collaborates with community and corporate leadership, tracks sales metrics in Salesforce, presents reports, and ensures compliant, ethical sales practices. The role builds relationships with prospective residents, families, healthcare providers, financial planners, attorneys, and local organizations while driving awareness and move-ins.

Directs marketing and sales for independent living residences, including occupancy development, annual marketing plans, advertising, referral programs, events, budgeting, lead management, prospect follow-up, CRM data accuracy, reporting, and team performance. The role oversees Residency Counselors, Marketing Assistants, and other associates while collaborating with community leadership to achieve sales and occupancy goals.

Supports resident billing and accounts receivable by handling inquiries, statements, collections, deposits, resident files, census updates, refunds, and financial data entry. Assists with month-end close, G/L reporting, budget processes, regulatory tasks, and special projects while maintaining accurate and confidential financial information.