Financial Analyst

Westminster-Canterbury on Chesapeake Bay•Virginia Beach, VA

20h•$66,602 - $81,588•Onsite

About The Position

Founded in 1982, Westminster-Canterbury on Chesapeake Bay is a not-for-profit, faith-based Life Plan Community. Located along the southern shore of Chesapeake Bay, our scenic, resort-style campus is home to a vibrant community of residents and staff who share a passion for service, joy, and well-being. Our mission? Enriching lives through the power of purpose, belonging, and wellness. We live our values every day: Respect for every person Passion for what we do Professionalism in all we do The Financial Analyst performs financial analysis activities and advanced accounting across the organization. This role independently leads financial planning and analysis (FP&A) efforts including budgeting, forecasting, and strategic modeling complex accounting tasks, supports month-end close and audit activities, and manages complex accounting tasks, supports month-end close and audit activities. The position serves as a key business partner to operational leaders by translating financial data into clear insights that support sound decision-making, operational efficiency, and long-term planning.

Requirements

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.
Strong analytical skills with the ability to independently resolve discrepancies.
Clear and effective written and verbal communication skills.
Demonstrated organizational, planning, and time-management abilities.
Ability to manage multiple priorities and meet firm deadlines.
Strong interpersonal skills and collaborative mindset.
Business acumen with the ability to connect financial results to operations, strategy, and resident experience.
Sound judgment and accountability, including knowing when to escalate issues and take ownership of outcomes.
Adaptability and change agility in response to evolving priorities, systems, and organizational needs.
Strong process discipline with attention to accuracy, documentation, and continuous improvement.
Technology and data fluency, including comfort with financial systems, reporting tools, and emerging technologies.
Ability to collaborate across departments and influence outcomes without relying on authority.
High ethical standards, integrity, and discretion in handling confidential and sensitive information.

Nice To Haves

CPA or MBA with Concentration in Accounting preferred.
COVID-19 Vaccinated.

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.