Vitality Living
Senior Financial Analyst - Acquisitions
Vitality Living, Brentwood, Tennessee, United States, 37027
Location: Nashville, TN
Salary: $75,000 – $95,000
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.
Description 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.
Key Responsibilities
Advanced Financial Modeling & Forecasting
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.
Senior Housing Operational Expertise
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.
Market & Demographic Analysis
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.
Comprehensive Due Diligence & Risk Assessment
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.
Data Interpretation & Benchmarking
Analyze operator‑reported data and benchmark performance against industry standards and internal metrics.
Identify variances, trends, and operational opportunities that may drive value creation.
Strategic Thinking & Investment Thesis Development
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.
Communication & Executive Presentation
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.
Cross‑Functional Collaboration
Partner closely with operations leadership to validate assumptions and integrate operational insights into underwriting.
Coordinate with third‑party consultants, lenders, brokers, and internal teams to ensure accurate evaluation and smooth transaction processes.
What Success Looks Like (First 12 Months)
Independently underwrites acquisition opportunities with minimal revision needed from senior leadership.
Develops trusted working relationships with operations leaders through accurate and thoughtful assumptions.
Consistently produces clear, well‑reasoned investment memos that support decision‑making.
Identifies value‑creation opportunities that contribute to successful transactions.
Improves efficiency of the underwriting workflow through better tools, templates, or processes.
Key Performance Indicators (KPIs)
Accuracy and reliability of financial projections
Quality and clarity of investment memos
Timeliness of underwriting processes
Number of acquisition evaluations completed
Effectiveness in identifying value‑creation opportunities
Collaboration and responsiveness with operations and leadership teams
Talents & Competencies
Achiever – Driven, self‑motivated, and committed to excellence.
Arranger – Works strategically and organizes complex workflows effectively.
Competence – Values mastery and precision in analysis.
Ethics – Maintains high integrity in judgment and decision‑making.
Vision – Communicates strategic insights and sees beyond the numbers.
Tools & Technical Experience (Preferred but not required)
Advanced Excel modeling
Familiarity with Yardi, Aline, RealPage, or similar platforms
Power BI or similar business intelligence tools
CRM or pipeline management tools
Strong proficiency in PowerPoint and data visualization
Supervisory Responsibility This position does not supervise staff; however, strong collaboration and the ability to influence without authority are essential.
Knowledge & Qualifications Bachelor’s degree in Business, Finance, Accounting, Real Estate, Economics, or a related field.
Experience Five (5) or more years of experience in financial analysis, asset management, real estate, or senior housing operations within a growth‑oriented environment. Experience evaluating or operating AL/MC/IL assets is strongly preferred.
Travel Periodic travel for site inspections, due diligence activities, and assigned projects.
Physical Demands May include standing, walking, sitting, bending, reaching, climbing stairs, grasping, manual dexterity, stooping, kneeling, crouching, vision acuity, talking, and hearing.
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Salary: $75,000 – $95,000
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.
Description 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.
Key Responsibilities
Advanced Financial Modeling & Forecasting
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.
Senior Housing Operational Expertise
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.
Market & Demographic Analysis
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.
Comprehensive Due Diligence & Risk Assessment
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.
Data Interpretation & Benchmarking
Analyze operator‑reported data and benchmark performance against industry standards and internal metrics.
Identify variances, trends, and operational opportunities that may drive value creation.
Strategic Thinking & Investment Thesis Development
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.
Communication & Executive Presentation
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.
Cross‑Functional Collaboration
Partner closely with operations leadership to validate assumptions and integrate operational insights into underwriting.
Coordinate with third‑party consultants, lenders, brokers, and internal teams to ensure accurate evaluation and smooth transaction processes.
What Success Looks Like (First 12 Months)
Independently underwrites acquisition opportunities with minimal revision needed from senior leadership.
Develops trusted working relationships with operations leaders through accurate and thoughtful assumptions.
Consistently produces clear, well‑reasoned investment memos that support decision‑making.
Identifies value‑creation opportunities that contribute to successful transactions.
Improves efficiency of the underwriting workflow through better tools, templates, or processes.
Key Performance Indicators (KPIs)
Accuracy and reliability of financial projections
Quality and clarity of investment memos
Timeliness of underwriting processes
Number of acquisition evaluations completed
Effectiveness in identifying value‑creation opportunities
Collaboration and responsiveness with operations and leadership teams
Talents & Competencies
Achiever – Driven, self‑motivated, and committed to excellence.
Arranger – Works strategically and organizes complex workflows effectively.
Competence – Values mastery and precision in analysis.
Ethics – Maintains high integrity in judgment and decision‑making.
Vision – Communicates strategic insights and sees beyond the numbers.
Tools & Technical Experience (Preferred but not required)
Advanced Excel modeling
Familiarity with Yardi, Aline, RealPage, or similar platforms
Power BI or similar business intelligence tools
CRM or pipeline management tools
Strong proficiency in PowerPoint and data visualization
Supervisory Responsibility This position does not supervise staff; however, strong collaboration and the ability to influence without authority are essential.
Knowledge & Qualifications Bachelor’s degree in Business, Finance, Accounting, Real Estate, Economics, or a related field.
Experience Five (5) or more years of experience in financial analysis, asset management, real estate, or senior housing operations within a growth‑oriented environment. Experience evaluating or operating AL/MC/IL assets is strongly preferred.
Travel Periodic travel for site inspections, due diligence activities, and assigned projects.
Physical Demands May include standing, walking, sitting, bending, reaching, climbing stairs, grasping, manual dexterity, stooping, kneeling, crouching, vision acuity, talking, and hearing.
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