Westminster-Canterbury on Chesapeake Bay & Senior Options, LLC · 4 hours ago
Financial Analyst
Westminster-Canterbury on Chesapeake Bay is a not-for-profit, faith-based Life Plan Community dedicated to enriching lives through purpose and wellness. The Financial Analyst will perform financial analysis activities, lead financial planning and analysis efforts, and serve as a key business partner to operational leaders, translating financial data into insights for decision-making.
Assisted LivingElder CareHealth CareNon Profit
Responsibilities
Prepare, review, and post monthly journal entries and ensure accurate integration of subsidiary systems into the general ledger
Support and coordinate month-end close activities, ensuring timely and accurate financial reporting
Maintain general ledger integrity, including reconciliations and variance analysis
Prepare monthly financial statements, variance analyses, and management reports
Prepare lead schedules and support documentation for the annual audit
Analyze accounts receivable, census, and revenue trends
Lead financial modeling, forecasting, and long-range planning activities
Develop and maintain integrated three-statement financial models (income statement, balance sheet, cash flow)
Perform scenario and sensitivity analyses to evaluate the financial impact of operational changes, inflation, or market conditions
Support annual budgeting by collaborating with department leaders to align financial plans with organizational goals
Manage rolling forecasts and provide timely insight into year-end projections
Analyze actual-to-budget variances, identify root causes, and recommend corrective actions
Develop and maintain dashboards and management reporting tools
Prepare executive-level financial summaries and presentations
Act as a financial business partner to departments such as Marketing, Sales, and Operations
Identify and recommend improvements to accounting and financial processes
Support internal controls and compliance with GAAP and organizational policies
Leverage automation and emerging tools, including AI-enabled solutions, to improve efficiency and data quality
Participate in special departmental or organization-wide projects as assigned
Complete all required compliance and training activities
Perform other duties as assigned
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field, or equivalent experience
Minimum of three years of accounting experience; healthcare or senior living experience preferred
Advanced proficiency in Microsoft Excel and Google Workspace
Experience working with ERP systems
Flu-Vaccinated
Preferred
CPA or MBA with Concentration in Accounting preferred
COVID-19 Vaccinated
Benefits
Medical, Dental, Vision Insurance (Available Day One!)
Life & Disability Insurance (Short- and Long-Term)
Retirement Plan with Employer Match
Paid Time Off (PTO) & 6 Paid Holidays (+ 2 Floating Holidays)
Tuition Assistance + Scholarships for You & Your Family
Employee Assistance Program (EAP)
Legal/Identity Theft Protection Plans
Team Member Discounts
Career Growth & Leadership Development Opportunities
Company
Westminster-Canterbury on Chesapeake Bay & Senior Options, LLC
Non-profit, faith-based corporation offering a full range of senior living and health care services, including Life Plan Community living, home-based health care, post-acute Rehabilitation,and home hospice services.
Funding
Current Stage
Late StageRecent News
The Virginian-Pilot
2024-12-27
Company data provided by crunchbase