Senior Financial Planning Analyst

Position Summary

For over 40 years, North Hill, a not-for-profit senior living community located in Needham, Massachusetts, has provided vibrant living opportunities to people 65+ by offering a host of hospitality, wellness and health care services. The Senior Financial Planning Analyst is primarily focused on the monthly production and analysis of financial information. This role is also responsible for identifying trends across reporting periods and presenting findings to senior management.

In addition, the position serves as a key contributor to the annual budgeting process and other forecasting activities as needed.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Leads the development of the annual budget process, quarterly forecasts, and long‑range planning
• Manages Cap Ex spend, reporting and analysis on an ongoing basis
• Manages Fixed Assets in the general ledger system including depreciation entries
• Performs Budget-to-Actual variance analysis monthly as part of the close process
• Produces monthly and quarterly financial statements for various stakeholder groups
• Analyzes ongoing financial trends, risks, and opportunities and works with department managers to identify solutions
• Provides education and training to department managers to help better assist in managing their budgets throughout the year
• Manages the planning and analytics database to ensure accurate reporting
• Identifies opportunities for improvement and supports implementation and optimization of financial systems
• Partners with leadership across the organization to support data‑driven decision making
• Participates in other special projects as assigned
• Meets department uniform, appearance and grooming requirements
• Complies with all OSHA safety regulations, local applicable laws regarding health, safety or environment

• Strong business analytical skills
• Excellent communication and interpersonal skills
• Keen attention to detail and ability to meet deadlines
• Ability to maintain confidentiality and strong customer support skills
• Ability to work independently with limited supervision
• Must possess the ability to deal tactfully with team members, residents, family members, visitors, and the general public
• Work professionally with people from a wide variety of cultural and socio‑economic backgrounds
• When working in resident areas, must be able to communicate effectively in English
• Attends and participates in in‑service educational classes, Healthcare Academy, and staff meetings as directed

• Bachelor’s degree in Accounting or Finance is required
• A minimum of 5 years of relevant work experience is required
• Strong knowledge of the full accounting cycle
• Proficiency in Microsoft Excel
• Proficient with budget and forecasting tools
• Proficient with computer software programs

Satisfactory completion of a background investigation is required for this position.

• Health & Dental Benefits
• 401K with company match
• Career Development Training
• Tuition Reimbursement
• Employee Referral Program
• Healthcare Academy Training
• Free meals
• Free on‑site fitness center
• Free parking

Pay Range: $90,000-$95,000 yearly. Individual compensation within this range is based on a candidate’s specific qualifications, including education, overall experience, relevant experience, and specific skills. We strive to ensure that compensation is competitive, fair, and reflects the value each candidate brings to the role.

North Hill is committed to providing equal opportunity for employment and advancement to all team members and potential team members. North Hill does not discriminate in employment on the basis of race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations.

North Hill embraces diversity and believes that our community is enriched when people from varied cultures, backgrounds and attitudes come together in shared interests. We welcome people of every race, religion, color, national origin, sexual orientation, gender expression, disability, political view and familial status. We thrive collectively in an environment of inclusivity that encourages a free exchange of ideas.