Trilogy Health Services, LLC · 5 hours ago
Financial Analyst – FP&A
Louisville, KY
Full-time
Hybrid
New Grad, Entry LevelTrilogy Health Services is a senior living provider focused on being the Best Healthcare Company in The Midwest. The Financial Analyst role involves providing crucial financial insights to the Executive Leadership and operators, improving operational performance, and developing reporting systems to support strategic initiatives.
Assisted LivingHealth CareNursing and Residential CareRehabilitation
Responsibilities
Improves the operational and financial performance of the company through the creation of business plans
Monitors the actual performance compared to the business plans and make refinements to ensure that targets are always challenging but attainable
Maintains and develops enhancements to the company’s budgeting software
Coordinates organizational training for the budgeting software and provide best practices to the end-users
Improves existing financial and operational reporting and be a resource for questions
Develops new reporting in a timely fashion to assist with emerging strategies
Understands the various reporting systems and the data flow between the systems
Contributes to the creation of KPIs and ensure reporting is easy to interpret and accessible to relevant parties
Integrates and monitors sales data including inquiry volume, tour volume, closing ratios, referral sources, website performance, and marketing spend
Assists with Revenue Management initiatives
Provides ad hoc analysis to all business segments
Other duties as assigned
Travel: Yes: Minimally, as required (Typically less than 10%)
Qualification
Required
Ability to turn data into actionable recommendations
Ability to effectively deliver strategic ideas
Understanding of economic and industry trends
Understanding of internal performance trends
Ability to anticipate obstacles to future financial and operational strength
Servant leadership qualities
Desire to impact outcomes for residents and employees
Experience in creating business plans
Ability to monitor actual performance compared to business plans
Experience in maintaining and developing budgeting software
Ability to coordinate organizational training for budgeting software
Experience in improving financial and operational reporting
Ability to develop new reporting in a timely fashion
Understanding of various reporting systems and data flow
Experience in creating KPIs and ensuring reporting is easy to interpret
Ability to integrate and monitor sales data
Experience with Revenue Management initiatives
Ability to provide ad hoc analysis to all business segments
Willingness to travel minimally as required
Benefits
Competitive salaries and weekly pay
401(k) Company Match
Mental Health Support Program
Student Loan Repayment and Tuition Reimbursement
Health, vision, dental & life insurance kick in on the first of the month after your start date
First time homebuyers’ program
HSA/FSA
And so much more!
Company
Trilogy Health Services, LLC
Founded in 1997 and headquartered in Louisville, KY, Trilogy Health Services has spent over 25 years redefining senior care across the Midwest.
Founded in 1997
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$26M2015-09-15Acquired
2004-05-04Private Equity· $26M
Leadership Team
Rhonda Dempsey
SVP Chief Nursing Officer
Andrew McNamara
Chief Medical Officer
Recent News
Seattle TechFlash
2025-07-15
Company data provided by crunchbase