As a part of the Sunrise team, supporting our Mission, Principles of Service and Core Values is a fundamental part of this job. Our foundational belief is the sacred value of human life. The unique responsibilities for this role include but are not limited to the essential functions listed as follows:

• Assist in the preparation of community-level budgets and long-term strategic business plans

• Analyze operating results and support the preparation of presentations that communicate strategic and financial performance to ownership groups

• Provide data-driven insights into labor costs and utilization to support workforce efficiency and margin optimization

• Analyze rate performance and support recommendations to drive revenue per available unit (RevPAR)

• Benchmark operating expenses and capital spending to support margin improvement and return on investment across assigned assets

• Contribute to the evaluation of investment opportunities such as redevelopments, unit conversions and asset repositioning

• Identify opportunities for operational improvement across the portfolio and support the execution and evaluation of related initiatives

• Assist with the development of proformas and acquisition models for new management contracts and portfolio growth opportunities

• Support the development of transition plans and capex investment strategies for newly acquired communities

• Assist in the development of asset-level strategy materials to support alignment between community leadership and broader organizational goals

• Collaborate with cross-functional teams, including Financial Planning & Analysis, Operations and Development, to provide portfolio-level insights and communicate asset strategies across departments

• Contribute to core corporate processes including strategic planning, rate setting, budgeting, forecasting and M&A activity

• Track compliance with management agreements by monitoring performance tests and preparing required reporting

• Conduct community visits to share best practices and support initiatives aimed at improving operational performance

• Build and maintain relationships with members of the Property Owners’ Asset Management teams

• Conduct market research and comparative analysis to inform underwriting assumptions and investment strategies

• Monitor competitive activity and investor trends to identify risks and opportunities for Sunrise and communicate findings to leadership

• Maintain compliance in assigned required training and all training required by state/province or other regulating authorities as applicable to this role to ensure that Sunrise standards are always met

• Perform other duties as assigned

Core Competencies: 

• Strong analytical and problem-solving skills with the ability to interpret complex financial data and identify actionable insights

• Ability to collaborate effectively with cross-functional teams and communicate financial concepts clearly to both technical and non-technical audiences

• Demonstrated attention to detail and commitment to producing accurate, high-quality work under tight deadlines

• Proactive and resourceful, with a willingness to take initiative and contribute to process improvements across the asset management function

• Highly organized and able to manage multiple priorities simultaneously while maintaining focus on key deliverables

Experience and Qualifications: 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed throughout this job description are representative of the knowledge, skills, and abilities required.

• Bachelor’s degree in Finance, Accounting, Real Estate or a related field required; advanced degree (e.g., MBA or MS) is a plus

• Minimum of 2 years experience in finance or asset management, ideally with exposure to operations in a multi-site or service-driven environment, is preferred

• Proficiency in building and maintaining complex financial models

• Ability to analyze budgets, expenditures, market trends and competitive dynamics to support business evaluations and decision-making

• Strong understanding and/or experience in several of the following areas is preferred:

• Real estate ownership and management

• Financial planning and analysis (FP&A), M&A or investment underwriting

• Senior housing, healthcare or hospitality industries

• Investor relations or capital partner engagement

• Operational performance management

• Expert-level Excel skills required; familiarity with Power BI and enterprise planning systems (e.g., Workday Adaptive, Hyperion) strongly preferred

• Ability to manage multiple business workstreams—including M&A activity, planning cycles, pricing and reporting—while tracking performance across the portfolio

• Strong verbal and written communication skills, with the ability to engage effectively with both financial and operational stakeholders

This role may require occasional travel across North America to visit Sunrise communities