McLean, USA
48 days ago
Financial Analyst, Mergers & Acquisitions
Financial Analyst, Mergers & Acquisitions Location : Name Community Support Office Type Full-Time Location : Address 7902 Westpark Dr Location : City McLean Location : State/Province (Full Name) Virginia Salary Range USD $85,000.00 - USD $95,000.00 /Yr.  

Sunrise Senior Living was again certified as a Great Place to Work® by Activated Insights. This is the 6th time Sunrise has received this top culture and workplace designation, highlighting the special place Sunrise is to be a part of.

COMMUNITY NAME Community Support Office Job ID 2024-208297 JOB OVERVIEW "Sunrise is the best place that I've ever worked, simply because of the people. We provide quality care in an environment that feels like home. Our focus is doing what’s right for the resident. For me, that’s a big breath of fresh air."

- Sunrise Leader

 

The Financial Analyst supports value creation across our operating and development portfolios, and supports the execution of operational initiatives to maximize returns on their assigned portfolio assets.  They achieve this by understanding and supporting analysis related to both our Property Owners and Operating teams (including departments across our Community Support Office and the field), utilizing strong analytical skills and insights to identify issues and opportunities and working closely with their Manager and VP of Asset Management to execute action plans.  Further, they will support underwriting of growth opportunities such as M&A transactions, investments, and development.

 

As a member of our Asset Management Team, this role is a high-potential individual with a desire to drive results while living our values to achieve our mission “to champion quality of life for all seniors”.

RESPONSIBILITIES & QUALIFICATIONS  

As a part of the Sunrise team, supporting our Mission, Principles of Service and Core Values is a fundamental part of this job. Our foundational belief is the sacred value of human life. Every year, team members are assigned required training that applies to their role to ensure that these standards are always met. The unique responsibilities for this role include but are not limited to the essential functions listed below

 

Responsibilities:

Collaboration

Support CSO and Operations leadership and other departments’ analysts (including FP&A, Operations, and Development ) to share the strategy and vision for assets in their assigned portfolioVisit communities and share best practices across the business, with a specific focus on improving operational results

Property Owner/Investor Relations

Cultivate and maintain strong relationships with junior members of Property Owners’ Asset Management teamGather data and analyze operating results, building presentations on strategic and operating plans for property ownersCreate analyses of investment opportunities such as redevelopments, unit conversions, and strategic repositioning of assets.Help to ensure compliance with management agreements by tracking performance tests and delivering required reporting

Grow NOI and Property Value

Support the budget and strategic business plan process for each communityIdentify and make recommendations of areas for operational improvement and other opportunities across the portfolio, while supporting cross-functional teams to execute initiatives and evaluating their subsequent performanceSupport organizational management to drive core corporate processes such as Strategic Plans, Rate Setting, Budgets, Forecasts, Actuals review and M&A transactionsProactively support priorities and analytics related to community NOI perspective:Analyze and make rate recommendations across the portfolio to drive RevPARProvide analytical data related to labor costs to help ensure they are managed effectively, reviewing how to optimize labor expenditures and utilizationBenchmark other costs and make recommendations to ensure effective management of margins, and identify opportunities for improvement on specific assetsAnalyze capital spending (renovations and maintenance) to maximize growth and return on investment

Grow Sunrise Portfolio

Assist in creating proformas for potential acquisitions of new management contracts or portfolios of assets.Conduct market analysis of comparable communities to determine proforma assumptionsHelp to present investment underwriting and M&A models to senior management and potential investors.Assist in creating and monitoring acquisition strategies such as up front capex investments, labor model reductions/enhancements, and unit repricing to ensure a successful transition to Sunrise management

Strategy - Analysis and Execution

Analyzes and monitors key initiatives across the industry (competitors and investors), and evaluate opportunities for Sunrise, specifically presenting results to leadershipUtilize common framework on strategy execution for various types of assets, and work with operational leadership to identify assess which strategies will be most effective for individual assets and subsequently monitor performanceAssist in strategy presentation materials for each asset to align individual communities’ leadership with approved strategy for the community

 

Qualifications:Commutable distance to McLean, VA- This is a hybrid roleStrong communication skills, able to interact and support both financial and operations professions, including internal and external teamsAbility to analyze budgets, expenditures, competition, trends, etc. for evaluating and completing a wide range of job based transactionsAbility to simultaneously work on multiple key business workstreams, including M&A transactions, planning activities, pricing, reporting, while reviewing results across the businessExcellent project management skills in planning, coordinating, prioritizing, and solving complex problemsCollaborative business partner with Operational, Financial, and Investment leadership across the company, and a team player who can collaborate across the organizationAdvanced analytics skills that identify specific actions to implement into our businessWell-developed skills in building and updating complex financial modelsUnderstanding of structured real estate transactions including financing, preferred equity, mezzanine debt, and waterfall returnsExpert user of excel, with exposure to PowerBI and other planning systems strongly preferredTravel across North America to communities is required, and DC area residents are requiredDue to the safety of our residents being our #1 priority, all Sunrise team members are required to be fully vaccinated

Experience/Education

Undergraduate degree in finance, accounting or real estate required, with post-graduate degree a plusMinimum of 3 years of finance, development, or asset management experience, with significant operations exposureKnowledge and experience in several of the following areas is strongly preferred:Real Estate ownership/managementFinance and M&ACapital MarketsSenior HousingInvestor RelationsOperations Management ABOUT SUNRISE

Sunrise Senior Living has championed quality of life in senior care for more than 30 years. We believe team members are our greatest resource and are looking for people who share our commitment to provide quality care for seniors and their families. It's no surprise that many of the world's leading experts in Senior Living entrust their career to Sunrise.

 

At Sunrise, you will…

 

Make a Difference Every Day

We are passionate about our mission — to champion quality of life for all seniors. We deliver high-quality care with a personal touch and encourage our residents to enjoy life to the fullest.

 

Be Part of a Uniquely Supportive Community

The care-focused environment we create for residents extends to our team members. We offer programs, rewards, and benefits to help you live your best.

 

Ignite Your Potential

We believe potential has no limits. We offer best-in-class leadership development programs designed to grow our leaders. We are committed to helping our team members achieve their career goals.

 

Apply today to learn why Sunrise Senior Living is a certified Great Place to Work®

PRE-EMPLOYMENT REQUIREMENTS

Sunrise considers the health and safety of its residents, family members, and team members to be one of its highest priorities. Employment with Sunrise is conditioned on completing and passing a drug test (which does not include marijuana), participating in testing requirements (e.g. Tuberculosis Test, Physical Evaluation). Covid-19 and Influenza vaccination is only required to the extent mandated by applicable federal, state, and local laws and authorities.

COMPENSATION DISCLAIMER

Selected candidates will be offered competitive compensation based on geographic location of community/office, skills, experience, qualifications, and certifications/licenses (where applicable).


SEARCH FIRM REPRESENTATIVES PLEASE READ CAREFULLY:
Sunrise Senior Living is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity. Regardless of past practice, all resumes submitted by search firms to Sunrise Senior Living by any means, be it via email, the Internet or directly to hiring managers at Sunrise Senior Living in any form without a valid written search agreement in place for that position will be deemed the property of Sunrise Senior Living, and no fee will be paid in the event a candidate is hired by Sunrise Senior Living as a result of such unsolicited referral or through any other means.
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