Financial Planning & Analysis Financial Manager




Working for Holiday Retirement

Holiday Retirement helps older people live better, and we accomplish this by following these principles:

  • Older people are vibrant and deserve the best experience.
  • We promote independence and create choice to do your thing.
  • We appreciate and respect our residents, families, associates, and guests.
  • We believe in life-long learning, growth, and staying connected.

If you have a passion for making a difference in the lives of older people, we’d love to talk to you.

We have a rewarding opportunity for a FP&A Financial Manager. In this role, you will be responsible for a district of communities, in which you will partner with field operators to ensure Company financial and strategic objectives are met.

FP&A Financial Manager Responsibilities:
  • Support a portion of the companies operating portfolio.
  • Prepare and consolidate weekly and monthly performance reports.
  • Analyze business operating reports (profit and loss financial data, sales information, etc) and conduct variance analysis for multiple operational groups.
  • Refine, enhance and implement financial reporting tools to ensure clear, measurable and consistent reporting.
  • Partner with the CFO and other leaders to identify cost savings, competitive advantages, weaknesses, and opportunities; then manage the implementation of those items identified
  • Actively participate in the Budget process. Deliver the strategic and annual financial plans while proactively identifying and addressing gaps or required improvements needed to achieve the desired results.
  • Review financial reporting and analysis.
  • Assume a lead role in special projects.
  • Recommend and assist in the development and implementation of financial controls and policies.
  • Ensure targets for expense ratios, net operating income targets, etc. are properly set and reported on.
  • Perform other duties as assigned by the supervisor.

  • Bachelor’s degree (BS/BA) in Business, Finance, Accounting, Economics or other quantitative discipline. MBA preferred.
  • Minimum of 5 years work experience in financial planning, that includes 2 years supervisory experience.
  • Working knowledge of accounting principles.
  • Demonstrated long-term strategic planning skills.
  • Someone who embraces change and innovation and can quickly adapt to the changing environment.
  • Detail oriented and highly focused on producing accurate reports and analysis.

Holiday Retirement is an Equal Opportunity Employer and is committed to employing a diverse workforce.  All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law. 


Req ID: 75985 


Salary Range
$62,000.00 - 114,000.00
per Year
Salary range estimated by
Winter Park, FL 32792, US