Senior Financial Analyst - Multi-Family or Real Estate

Job Category
:
Office Administration

Requisition Number
: SENIO
007015

• Posted :
  March 3, 2026
• Full-Time
• Hybrid

Showing 1 location

Vitality Living Support Office
5500 Maryland Way
Suite 320
Brentwood, TN 37027, USA

Company Overview

Vitality Living is a dynamic, hospitality-based senior housing owner and operator dedicated to delivering world‑class service. We cultivate a culture that rewards initiative, values collaboration, and empowers team members to exceed expectations. Our success is rooted in hiring exceptional individuals who share our passion for purpose‑driven service, operational excellence, and continuous improvement.

We are growing and seeking a Senior Financial Analyst to join our Acquisitions Team. This role is an opportunity to directly influence the growth of our portfolio of owned and operated senior housing communities. Your work will shape acquisition decisions, inform financial strategy, and support operational performance across our platform.

Position Summary

The Senior Financial Analyst is a critical member of the Acquisitions Team, responsible for driving financial insights that support property acquisitions, underwriting, and ongoing asset performance. This role translates financial data, operational knowledge, and market intelligence into actionable investment recommendations aligned with Vitality’s strategic objectives.

You will lead financial modeling, prepare investment memos, participate in due diligence, evaluate third‑party information, and partner closely with senior leadership and operations. Success in this role requires advanced financial acumen, strong analytical judgment, familiarity with senior housing operations, and the ability to synthesize complex inputs into clear, strategic insights.

This is a flexible hybrid role, with three days in the office at our Support Office in Brentwood, TN, and two days working remotely.

Key Responsibilities (Skills & Duties)

• 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,…