Financial Analyst

Allegro Living, LLC, Voted Great Place to Work! At Allegro Living we are committed to being a premier senior living operator, placing people at the center of everything we do. Our pledge to offer the highest quality of service begins with our commitment to finding qualified team members who share our passion for providing an inspiring level of care and service. We cultivate a supportive and flexible working environment that motivates and empowers our team members to meet and exceed our residents expectations. The only thing missing is YOU! Allegro Living is a full-service senior living management company encompassing 68 communities in 15 states. We manage approximately 5,500 senior living units for some of the most sophisticated equity partners in the space, and over 4,800 associates supporting the needs of our residents and family members. We are rapidly expanding the size of our portfolio of managed communities to address the needs of the aging population, a trend expected to continue for several decades. At Allegro Living, we share a strong sense of community and caring is at the heart of what we do. We lean in to support one another and the causes that are important to us. We bring a sense of teamwork, collegiality, and diversity to the workplace every day. At the heart of it all is trust and respect. These two things drive everything else. We have built a place where people truly know each other, celebrate together, learn together, and live life alongside each other. At Allegro Living, we serve our residents, associates, and capital partners best by attracting and unleashing the most talented and courageous professionals in industry, all while having fun and building a lasting impact on the broader community and the people we serve. Don't just take our word for it. The best way to experience our culture is to immerse yourself in it. But be prepared - it is contagious! Position Description We are currently seeking a Financial Analyst to join the Allegro Living team in our Raleigh, NC office. This is an excellent opportunity for a driven, self-starter possessing strong financial skills, business acumen, and leadership to work with the Foundry Commercial Asset Management and Analytics team in analyzing and underwriting senior living operational performance models. This role is expected to work in office most of the time and is not considered a remote position. Reports to: Director of Asset Management and Analytics Essential Job Functions: Develop advanced financial modeling and analysis using MS Excel and other sector specific software programs. Prepare asset management committee memos, presentations and reports for investors and lenders. Gather, organize, and present asset performance on a timely basis, including scheduled reporting to senior management. Analyze and review third party management models, operating statements, development budgets, and third-party due diligence reports. Analyze operational, financial, and market data to identify trends, risks, and opportunities. Prepare performance dashboards, variance analysis, and presentations for leadership. Support underwriting for acquisitions, dispositions, third party management opportunities, and capital projects. Conduct scenario modeling and sensitivity analyses. Assist in developing annual budgets and long-term financial plan. Support business development opportunities, provide assistance on special projects, and complete other duties as assigned. Prepare materials for internal stakeholders, lenders, and investors. Assist with labor analytics for efficient operations at each community. Support ad-hoc analysis and special projects as needed for leadership within the management company and external partners. Familiarity with Yardi (Voyager, Rent Roll, GL, budgeting modules, or Yardi BI) and other senior living software programs (Welcome Home and Elder Mark) preferred. Education and Experience Required: Must have an undergraduate degree in Finance or Real Estate. Advanced working knowledge of MS Excel required. Experience providing analytical support and working within a senior living or management services organization strongly preferred. Ability to model operationally focused assets, pulling data from different sources. Strong research, writing, analytical and problem-solving skills with accuracy. Excellent organizational, interpersonal, and oral/written communication skills with great attention to detail. Effective time manager - proven ability to consistently manage multiple projects with accuracy and meet deadlines. Extremely high energy, fast-paced and driven to succeed. Keen ability to work efficiently autonomously or as a member of a team. Allegro Living is an Equal Opportunity Employer Allegro Living is an equal opportunity employer and makes employment decisions based on merit. We want to have the best available person in every job. It is the policy of Allegro Living to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.

Created: 2026-03-04