DESCRIPTION

Job Title:
Director of Finance, Planning, and Analysis
Department/
Group:
Administration/
Exempt
Company Philosophy
Arrow Senior Living Management wants every person who chooses to join our team to understand that they play a very important part in a much larger story of residents’ lives. It is our hope that Arrow team members create joy-filled memories with this respected generation. And because there is no greater gift that someone can give than their time, we thank you for your generosity.
Key Accountabilities
1) Be a “Financial Maestro”: Orchestrate the home office and community-level budget process in harmony with regional leaders and department heads—ensuring every note is data-driven, accurate, and in tune with our organizational goals.
2) Be a “Crystal Ball Holder”: Develop and maintain comprehensive financial models for new projects, acquisitions, and strategic initiatives—bringing the future into focus with insightful forecasting and variance analysis.
3) Be a “Cash Flow Conductor”: Keep a watchful eye on liquidity, short-term forecasting, and treasury reporting to make sure the financial heartbeat of Arrow is steady, strong, and ready for the next big adventure.
4) Be a “Number Storyteller”: Partner with the accounting team to turn actuals and forecasts into compelling narratives—delivered through dashboards and executive-ready reports that inspire action.
5) Be a “Strategic Partner-in-Crime”: Collaborate across service areas—from operations to development—evaluating initiatives, identifying trends, and spotting cost-saving opportunities without sacrificing quality.
Duties

This position description is designated to outline primary duties, qualifications, and job scope, but not limit the individual or the organization to only the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.

• Lead the annual home office and community-level budget process, partnering with regional leaders and department heads to develop accurate, data-driven plans
• Develop and maintain comprehensive financial models for new projects, acquisitions, and strategic initiatives
• Provide detailed forecasting and variance analysis for existing operations and portfolio performance
• Oversee cash management, including short-term forecasting, liquidity tracking, and treasury reporting
• Assist in covenant compliance, debt reporting, and banking relationship support
• Prepare financial dashboards and executive-level reporting materials
• Partner with the accounting team on monthly and quarterly close to ensure alignment between actuals and forecasts
• Support strategic decision-making by evaluating the financial impact of initiatives, trends, and cost-saving opportunities
• Improve financial systems, processes, and tools to enhance visibility and efficiency
• Serve as a financial thought partner across the organization, from operations to development

Requirements

• Be at least (21) years of age.
• MBA in Finance, Accounting, or related field preferred
• 3–5+ years of progressive experience in financial planning, analysis, or corporate finance
• Industry experience in senior living, real estate, healthcare, or hospitality strongly preferred
• Advanced Excel and financial modeling skills required, proficiency with budgeting and BI tools preferred
• Strong understanding of GAAP, budgeting, and operational finance
• Excellent analytical, organizational, and communication skills
• Ability to manage multiple projects and deadlines in a fast-paced environment
• Team-oriented with a hands-on, proactive approach to problem-solving
• Be of good character and a continuing reputation of personal integrity.
• Be in good health, and physically and mentally capable of performing assigned tasks. Good physical health shall be verified by a health screening performed by a physician not more than (6) months prior to or (7) days after employment.
• Demonstrates freedom from pulmonary tuberculosis by a health screening performed by a physician not more than (6) months prior to or (7) days after employment.
• Must be criminally cleared by criminal background check.
• Must have a clean driving record as per the insurance carrier’s policy.

Physical Requirements
While performing the duties of this job, the employee is regularly required to communicate in person and through written correspondence. This position is sedentary, requiring sitting at a desk between six and eight hours a day in an indoor, office setting. The position also requires standing, walking, bending, kneeling, and stooping for brief periods of a time. Employee may need to retrieve items from storage, including overhead bins or cabinets. The employee must be able to lift and/or move items up to 25 pounds.
Ó Arrow Senior Living Management, LLCApproved 04/01/202

• Lead the annual home office and community-level budget process, partnering with regional leaders and department heads to develop accurate, data-driven plans
• Develop and maintain comprehensive financial models for new projects, acquisitions, and strategic initiatives
• Provide detailed forecasting and variance analysis for existing operations and portfolio performance
• Oversee cash management, including short-term forecasting, liquidity tracking, and treasury reporting
• Assist in covenant compliance, debt reporting, and banking relationship support
• Prepare financial dashboards and executive-level reporting materials
• Partner with the accounting team on monthly and quarterly close to ensure alignment between actuals and forecasts
• Support strategic decision-making by evaluating the financial impact of initiatives, trends, and cost-saving opportunities
• Improve financial systems, processes, and tools to enhance visibility and efficiency
• Serve as a financial thought partner across the organization, from operations to developmen