Sunrise Senior Living · 1 month ago
Finance & Investments Coordinator
7902 Westpark Dr
Full-time
Onsite
Senior Level
5+ years expSunrise Senior Living is a company dedicated to empowering residents to live healthier and happier lives. They are seeking a strategic and highly organized Finance & Investments Coordinator to support the Senior Vice President of Investment Management, driving strategic initiatives and ensuring operational excellence across the Finance organization.
Assisted LivingElder CareHealth CareMedicalNursing and Residential Care
Responsibilities
Manage complex calendars, travel logistics, expense reporting, and correspondence with accuracy and discretion
Prepare briefing materials, financial presentations, and executive reports for internal and external stakeholders
Act as a trusted liaison and gatekeeper, ensuring alignment, prioritization, and clear communication between the SVP and cross-functional teams
Coordinate meeting logistics, board materials, and follow-up actions to support seamless execution
Lead and coordinate strategic projects and cross-departmental initiatives within the Finance and Investments teams
Develop project plans, track deliverables, and manage timelines to ensure measurable results
Facilitate collaboration among Finance, Development, and Operations teams to drive project success and continuous improvement
Support data analysis, reporting, and tracking of investment performance and capital initiatives
Partner with the SVP to define priorities, monitor progress, and execute strategic goals
Draft executive-level communications, presentations, and strategic updates for leadership and external partners
Gather, analyze, and synthesize data into actionable insights that inform financial decisions and performance management
Represent the SVP in select meetings, ensuring follow-through and alignment on key initiatives
Qualification
Required
Bachelor's degree required; advanced degree or certification in business, finance, or project management preferred
5+ years of experience in executive support, project coordination, or chief of staff type roles
Demonstrated understanding of finance, investment operations, or corporate strategy
Exceptional organizational, analytical, and interpersonal skills, with attention to detail and follow-through
Proven ability to thrive in fast-paced, dynamic environments with competing priorities
High degree of integrity, discretion, and professionalism
Proficiency in Microsoft Office Suite, project management platforms (e.g., Asana, Smartsheet, or Monday.com), and collaboration tools (e.g., Teams, Slack)
Proven success in leading cross-functional projects and enabling organizational change
Preferred
Advanced degree or certification in business, finance, or project management
Experience in management consulting, investment analysis, or strategy
Exposure to hospitality, senior living, or service-driven industries
Benefits
Medical, Dental, Vision, Life, and Disability Plans
Retirement Savings Plans
Employee Assistant Program / Discount Program
Paid time off (PTO), sick time, and holiday pay
MyFlexPay offered to get paid within hours of a shift
Tuition Reimbursement
In addition to base compensation, Sunrise may offer discretionary and/or non-discretionary bonuses. The eligibility to receive such a bonus will depend on the employee’s position, plan/program offered by Sunrise at the time, and required performance pursuant to the plan/program.
Some benefits have eligibility requirements
Company
Sunrise Senior Living
Sunrise Senior Living is an assisted living center that offers independent living, memory care, and rehabilitative services.
10001+ employees
H1B Sponsorship
Sunrise Senior Living has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2013-01-01Series Unknown
2005-07-01Series Unknown
Leadership Team
Terry Klaassen
Co-Founder
Marco Trecroce
Chief Technology Officer
Recent News
PR Newswire
2025-10-02
2025-09-15
2025-09-12
Company data provided by crunchbase