Strategic Financial Analyst

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Inspired by faith, we strive to enrich individual life journeys for all by providing high quality service in a cheerful, timely manner and by communicating, coordinating, and cooperating with others to attain goals.

Overview

Otterbein has an opening for a fulltime, exempt Strategic Financial Analyst. This position can be located at our Corporate Headquarters in Lebanon, OH or remote.  Remote workers should live in Ohio or Indiana.

We are seeking a highly skilled and detail-oriented Strategic Financial Analyst to support our organization in making data-driven decisions. The Analyst will be responsible for financial feasibility studies, in-depth market research, and to ensure compliance with regulatory reporting requirements.

As a key contributor to the organization, the analyst will provide critical insights and recommendations in collaboration with team members that help drive the organization's strategic planning and success within the senior living and aging services industry. This industry includes communities with independent and assisted living residences and nursing homes, standalone nursing neighborhoods, home health and hospice, and ancillary services such as therapy and pharmacy.

The ideal candidate will have a strong analytical mindset, excellent communication skills, and the ability to synthesize complex data into actionable insights, coupled with expert knowledge and technical skills of a variety of data, reporting and project management platforms. 

 Responsibilities:

Financial Feasibility:

• Perform financial modeling and cost-benefit analyses to evaluate the viability of proposed projects and initiatives.
• Analyze financial data to support strategic planning, budgeting, and forecasting within the aging services sector.
• Collaborate with cross-functional teams including other analysts, accountants, marketing, construction, and legal, as well as local leadership to assess the economic impact of strategic decisions.
• Identify key performance indicators (KPIs) and develop dashboards to monitor financial health and performance.

Market Research:

• Conduct comprehensive market analyses to identify trends, opportunities, and potential risks in the senior living and aging services industry.
• Gather and interpret qualitative and quantitative data from multiple sources, including surveys, reports, and industry publications.
• Develop market segmentation strategies to better understand customer behavior and target key demographics.
• Prepare detailed reports and presentations summarizing findings and recommendations for senior leadership.

Regulatory Reporting:

• Ensure timely and accurate preparation of regulatory reports as required by governing bodies specific to senior living and healthcare industries.
• Stay current with changing regulations and industry standards, including Medicare and Medicaid reporting requirements, to maintain compliance.
• Liaise with internal and external stakeholders to ensure alignment with regulatory requirements.
• Collaborate on tasks such as Medicare and Medicaid cost reports, Certificate of Need (CON) applications, and audit support.

Strategic Initiatives and Monitoring:

• Assist senior leadership in evaluating the financial effectiveness of current strategies and recommend improvements in senior living and aging services operations.
• Support due diligence activities related to potential acquisitions or affiliations within the senior living and healthcare sectors.
• Monitor industry trends and competitor activities in aging services to inform strategic planning.

Qualifications

• Bachelor’s degree in Accounting, Business Administration, Finance, Economics, or a related degree/field; Master’s degree or other advanced degree preferred such as CPA or CGMA.
• Minimum of 3 years’ experience creating financial feasibility models that involve both real estate and operations.
• Strong proficiency in data analysis tools (e.g., Excel, Power BI, Tableau) and financial modeling software.
• Excellent written and verbal communication skills, with the ability to present complex information clearly to people including board members and senior management as well as people that may have limited financial understanding.
• You thrive in a collaborative team atmosphere. You will rarely work alone.
• Highly organized with exceptional attention to detail and the ability to manage multiple projects simultaneously.

Preferred Skills:

• Familiarity with