Associate/Sr. Associate, Finance

Company Description

Monarch Communities is dedicated to delivering exceptional senior living experiences. With a focus on innovation, compassion, and community, we provide enriching environments for residents and a rewarding workplace for our associates.

Job Description

We are seeking a motivated Associate/Senior Associate, Finance to join our growing team. This role will report to our VP of Finance and support both acquisitions/development underwriting and asset management functions. You will play a key role in financial analysis, budgeting, forecasting, and enhancing our financial operations. Seeking Tri-State area candidate, preferably New York. Some travel required.

Asset Management:

• Perform analytical duties related to our portfolio of senior living assets.
• Prepare property budgets, forecasts, and KPI analysis.
• Develop and maintain financial models to support asset management decisions.
• Participate in monthly and quarterly performance review meetings with stakeholders.
• Assist in the preparation of investor reports and presentations.
• Identify value enhancement opportunities and support overall portfolio management.
• Prepare and submit periodic reporting requirements.
  
  
  

Acquisitions/Development Underwriting:

• Perform cash flow and valuation analysis for potential acquisition and developments opportunities.
• Conduct market research, compile operational performance data, and perform comparable sales analysis.
• Support project due diligence processes and create financial models for various capital structures.
• Participate in deal calls with equity and development partners.
• Prepare detailed investment memos and presentations for internal and external stakeholders.
• Monitor and track market trends and emerging opportunities.
  
  
  

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• 1-6 years of experience in FP&A, consulting, investment banking, corporate banking, real estate finance, or related fields.
• Strong proficiency in Excel and Microsoft Suite.
• Yardi experience preferred but not required.
• Knowledge of real estate finance, financial statements, underwriting, and forecasting.
• Proactive, self-starter with strong analytical and problem-solving skills.
  
  
  

Company Culture and Values: At Monarch Communities, we value compassion, innovation, and community. Our team is committed to making a meaningful impact on the lives of our residents and fostering a collaborative and supportive work environment.

Additional Information

Compensation and Benefits:

• Salary range: $70,000 - $110,000
• Discretionary performance bonus
• Home office stipend
• Paid Time Off (PTO)
• Medical Coverage
• Dental Coverage
• Vision Coverage
• Ancillary Benefits (Life/AD&D, Short Term Disability and Long Term Disability)
• Voluntary Life
• Flexible Spending Account
• 401(k) Retirement and Matching
• Employee Assistance Program
• Supportive Leadership
• Referral Bonuses
• And More!