Director of Budgeting and Financial Planning - Cogir Senior Living

THE COMPANY

Cogir Senior Living proudly oversees a network of senior living communities spanning 11 states nationwide. We are dedicated to growth while maintaining our commitment to exceptional resident care and a supportive, growth-focused environment for our team members. At Cogir, our culture is rooted in the core values of human focus, creativity, and excellence, which inspire us to continually improve and achieve excellence in all we do.

POSITION OVERVIEW

The Director of Budgeting and Financial Planning is a key leadership position reporting to the Chief Financial Officer of the U.S. operating company. This role oversees all budgeting, forecasting, and cash flow management activities for nearly 100 senior living communities and the corporate property management company. This position is based in the company's corporate office in Scottsdale, Arizona.

KEY RESPONSIBILITIES

• Direct the annual budgeting process for all senior living communities and the corporate property management company.
• Oversee monthly and quarterly forecasting, focusing on business drivers, key financial and operating metrics, and sensitivity analysis.
• Manage cash flow activities, including capital contributions and distributions to/from community owners.
• Lead budget, forecast, and cash flow discussions with community owners.
• Oversee the implementation and optimization of Vena, the company's new budgeting software.
• Drive continuous improvements to maximize the system's capabilities and support financial processes.
• Work with community Executive Directors to prepare annual budgets for their respective communities.
• Provide financial and business analytics support to Regional Vice Presidents of Operations (VPOs), Executive Directors, and the Operations/Development FP&A team.
• Support the CFO and accounting leadership with financial analysis and special projects.
• Partner with cross-functional teams to provide insights and recommendations to enhance financial performance.
• Undertake other financial projects and initiatives as needed.

QUALIFICATIONS AND SKILLS

Education:

• Bachelor's degree in Accounting, Finance, Business, Economics, or a related field is required.
• MBA or professional certifications (e.g., CPA, CFA) are preferred.

Experience:

• At least five (5) years of experience in financial planning and analysis (FP&A), including budgeting.
• Industry experience in senior housing, hospitality, multifamily, or commercial real estate is preferred.

Technical skills:

• Advanced proficiency with Microsoft Office Suite, particularly Excel.
• Strong financial modeling and analytical skills.
• Experience with budgeting tools such as Vena or similar platforms.
• Advanced knowledge of analytical visualization tools like Power BI or Tableau.

Key Competencies:

• Strong analytical and financial management capabilities.
• Exceptional organizational skills with the ability to manage multiple projects under tight deadlines.
• Excellent interpersonal, verbal, and written communication skills.
• A collaborative leader who can motivate and inspire teams across varying levels of seniority.
• High energy, creativity, and a proactive approach to problem-solving.
• Flexible and adaptable, capable of working with diverse stakeholders, including staff, executives, property owners, and investors.

BENEFITS

• Competitive salary and growth opportunities.
• Generous Bonus opportunities.
• Heath, Dental, Vision, and Life insurance
• 401K Plan with matching.
• Generous Paid Time Off (PTO).
• Access to an Employee Assistance Program, and more.