Vitality Living · 2 weeks ago
Senior Financial Analyst - Acquisitions (Hybrid Role)
Brentwood, TN
Full-time
Hybrid
Senior Level
5+ years expVitality Living is a dynamic, hospitality-based senior housing owner and operator dedicated to delivering world-class service. The Senior Financial Analyst will drive financial insights that support property acquisitions, underwriting, and ongoing asset performance, shaping investment recommendations aligned with the company's strategic objectives.
Health Care
Responsibilities
Advanced Financial Modeling & Forecasting
Build, maintain, and interpret detailed financial models for acquisitions and portfolio performance
Develop pro formas, DCF analyses, IRR/NPV calculations, capital stack structures, and sensitivity analyses
Model senior housing–specific operational elements including care revenue, occupancy trends, rate growth, and staffing ratios
Senior Housing Operational Expertise
Apply strong understanding of AL/MC/IL operating models, unit mix strategies, expense structures, labor models, and clinical metrics
Validate underwriting assumptions with operations leaders and adjust based on feasibility and market realities
Market & Demographic Analysis
Conduct supply/demand assessments, competitive analyses, and demographic profiling using industry resources (NIC MAP, ASHA, ASPE, census data)
Evaluate penetration rates, capture rates, household income levels, and feasibility benchmarks to determine market strength
Comprehensive Due Diligence & Risk Assessment
Assess operational, regulatory, physical plant, and financial risks for acquisition opportunities
Review seller financials, rent rolls, staffing data, level-of-care mix, survey histories, and capital needs
Participate in site inspections and integrate findings into underwriting
Data Interpretation & Benchmarking
Analyze operator-reported data and benchmark performance against industry standards and internal metrics
Identify variances, trends, and operational opportunities that may drive value creation
Strategic Thinking & Investment Thesis Development
Formulate investment theses centered on repositioning, capex strategies, operational enhancement, and market opportunity
Ensure acquisition recommendations align with long-term portfolio strategy and organizational goals
Communication & Executive Presentation
Prepare clear, data-driven investment memos for the Investment Committee
Create dashboards, summaries, and presentations for senior leadership, investors, and lending partners
Confidently articulate assumptions, risks, findings, and recommendations
Cross-Functional Collaboration
Partner closely with operations leadership to validate assumptions and integrate operational insights into underwriting
Coordinate with third-party consultants, lenders, brokers, and internal teams to ensure accurate evaluation and smooth transaction processes
Qualification
Required
Bachelor's degree in Business, Finance, Accounting, Real Estate, Economics, or a related field
Five (5) or more years of experience in financial analysis, asset management, real estate, or senior housing operations within a growth-oriented environment
Advanced Financial Modeling & Forecasting
Build, maintain, and interpret detailed financial models for acquisitions and portfolio performance
Develop pro formas, DCF analyses, IRR/NPV calculations, capital stack structures, and sensitivity analyses
Model senior housing–specific operational elements including care revenue, occupancy trends, rate growth, and staffing ratios
Apply strong understanding of AL/MC/IL operating models, unit mix strategies, expense structures, labor models, and clinical metrics
Validate underwriting assumptions with operations leaders and adjust based on feasibility and market realities
Conduct supply/demand assessments, competitive analyses, and demographic profiling using industry resources (NIC MAP, ASHA, ASPE, census data)
Evaluate penetration rates, capture rates, household income levels, and feasibility benchmarks to determine market strength
Assess operational, regulatory, physical plant, and financial risks for acquisition opportunities
Review seller financials, rent rolls, staffing data, level-of-care mix, survey histories, and capital needs
Participate in site inspections and integrate findings into underwriting
Analyze operator-reported data and benchmark performance against industry standards and internal metrics
Identify variances, trends, and operational opportunities that may drive value creation
Formulate investment theses centered on repositioning, capex strategies, operational enhancement, and market opportunity
Ensure acquisition recommendations align with long-term portfolio strategy and organizational goals
Prepare clear, data-driven investment memos for the Investment Committee
Create dashboards, summaries, and presentations for senior leadership, investors, and lending partners
Confidently articulate assumptions, risks, findings, and recommendations
Partner closely with operations leadership to validate assumptions and integrate operational insights into underwriting
Coordinate with third-party consultants, lenders, brokers, and internal teams to ensure accurate evaluation and smooth transaction processes
Preferred
Advanced Excel modeling
Familiarity with Yardi, Aline, RealPage, or similar platforms
Power BI or similar business intelligence tools
CRM or pipeline management tools
Strong proficiency in PowerPoint and data visualization
Company
Vitality Living
Vitality Living is a premier provider of independent living, assisted living, and memory care.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Chris Guay
Founder & CEO
Nick Byrd, CPA
Chief Financial Officer
Company data provided by crunchbase