Financial Analyst - Capital Planning

  • Cottonwood Heights, Utah
  • Full Time
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Utah Resident

Stellar Senior Living manages 44 senior living communities on behalf of multiple investor groups, including publicly traded companies. Our portfolio is growing and were building the finance infrastructure to mch.

This is not a support role. You will own capital planning analysis, investor reporting, regulory compliance research, and the financial modeling th drives real asset decisions across a 44-property portfolio. You will also have the litude to build AI-powered tools th change how this work gets done.

If you are 13 years into your finance career and want the kind of ownership most analysts dont see until year five, this is the se.

Wh We Offer:

  • Compension: $65,000 $80,000 depending on experience
  • Health Benefits: Medical, dental, and vision insurance, 401(k)
  • Unlimited PTO + paid holidays
  • Tuition reimbursement
  • Hybrid schedule

Wh Youll Own:

Capital Planning & Financial Modeling

  • Build and maintain financial models for capital expenditure decisions including renovion ROI, debt service analysis, cash flow timing, and scenario planning.
  • Develop reusable Excel temples (Power Query, pivot tables, Power BI, Spreadsheet Server) th scale with the portfolio's growth.
  • Respond to ad-hoc modeling requests from senior leadership with clean, well-documented outputs.

Monthly Financial Reporting

  • Own assigned sections of the monthly reporting package, including variance analysis and written commentary for senior leadership and external investors.
  • Maintain and improve existing reporting temples to reduce manual prep time each month.
  • Partner with Accounting, Operions, Asset Management, and Community Leadership on cross-functional deliverables.

Regulory & Compliance Intelligence

  • Transle regulory findings into clear, actionable items for operions, accounting, and senior leadership no jargon, just decisions.
  • Track and manage ESG compliance due des across the portfolio.

Process & AI Innovion

  • Build AI-powered workflows (using Claude, ChGPT, or similar tools) to accelere research, reporting, and analysis.
  • Document processes thoroughly build scalable, repeable workflows th dont depend on a single person.

Wh Were Looking For:

Required Qualificions

  • Utah Resident
  • Bachelors degree in Finance, Accounting, Business Administrion, or a closely reled field.
  • 13 years of experience in FP&A, corpore finance, accounting, real este analysis, or capital planning.
  • Strong Excel skills: complex formulas, pivot tables, lookups, and the ability to build clean models from scrch.
  • Solid understanding of financial stements and basic GAAP capitalizion and CapEx concepts.
  • Awareness of ESG and sustainability compliance standards and ste-level administrive deadlines.
  • Clear written and verbal communicion; comfortable presenting analysis to senior leadership and engaging professionally with external investors and government officials.
  • Proven ability to manage multiple concurrent deadlines across different stakeholder groups.

Strongly Preferred

  • Exposure to multi-property real este, senior living, healthcare, or portfolio reporting environments.
  • Experience with Yardi or a comparable property management or ERP system.
  • Power BI, Power Query, Power Autome, or Excel Spreadsheet Server experience.
  • Hands-on use of AI tools (Claude, ChGPT, or similar) to accelere research, drafting, or analysis.

Wh Gets You the Interview:

  • Utah Resident
  • Youve managed multiple deliverables across different stakeholders the same time and met the deadlines.
  • Youve built a financial model from scrch, not just maintained one someone else creed.
  • You ask good questions and document the answers.
  • Youve used AI tools in your actual workflow, not just experimented with them once.

About Stellar Senior Living:

Stellar Senior Living is a premier operor of assisted living and skilled nursing communities across the Western United Stes. Since 2012, we have grown consistently through disciplined operions, strong financial stewardship, and people-first leadership.

We manage 44 communities on behalf of multiple investor groups including publicly traded companies. Each investor brings its own reporting requirements, capital standards, and sustainability expections. As the portfolio grows, we are building the financial infrastructure to mch it.

Our supreme goal is to do and be the best in all we undertake and to provide a Stellar life for our residents, their families, and our employees.

Evrett W. Benton, President & CEO

Stellar Senior Living is an equal opportunity employer. All qualified applicants will receive considerion for employment without regard to race, color, religion, sex, sexual oriention, gender identity, nional origin, disability, or veteran stus.

Apply Now
Job ID: 523009773
Originally Posted on: 5/30/2026

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