Pacific Retirement Services

Financial Analyst

Job Location US-OR-Medford
Job ID
Location/Org Data : Name
PRS Management Inc


What you’ll be doing:

You will provide financial modeling and analysis of both financial and nonfinancial information for Pacific Retirement Services (PRS), its affiliated and managed communities. You will also provide support for development activities, budgets, tax returns, market research and analysis, due diligence assistance, and certain accounting activities.

You will place an emphasis on operational efficiency and ensure that accounting transactions are made in accordance with Generally Accepted Accounting Principles (GAAP), internal controls, state requirements and other administrative policies.



  • Medical/Dental/Vision insurance (we cover 100% of the employee’s monthly premium)
  • Vacation, Sick  and Holiday time
  • 401k with 4% match
  • Profit Sharing Plan
  • Life and AD&D Insurance
  • Short Term and Long Term Disability coverage


How you’ll do it: 

  • Prepare multiyear forecasts and analysis used to meet bank reporting and regulatory requirements, to obtain financing and credit ratings, and to assist management in decision making and long range planning.
  • Coordinate the timely completion of budgets with a high degree of accuracy and confidentiality and in coordination with the Director of Finance. Develop ways to improve the budget process and create efficiencies.
  • Provide analysis of the budgets for review of key metrics used in projections for each community, and to provide comparative analysis between communities.
  • Prepare financial schedules, reports, and analysis to assist management in decision making as necessary. Develop reports and analysis to evaluate financial and operational results and key indictors to assist others in understanding how data and reporting can be used to improve performance.
  • Prepare special regulatory reports including tax returns, tax assessments, and reports of a financial nature in coordination with the Director of Finance.
  • Create, adapt, or modify existing financial models for new projects.
  • Prepare, maintain, and update working papers, supporting data, assumptions, and conclusions, and ensure records are retained in accordance with policies and procedures.
  • Develop and maintain a basic working knowledge of the development process applicable to Life Plan Communities, including: permits and entitlements, operating program development, construction and project budgeting, and relevant financing structure (e.g., construction loan, tax-exempt and taxable bond financing).
  • Assist in the preparation of formal financial and/or market feasibility studies for project financing.
  • Prepare analysis in support of strategic planning or development activities including: research of demographic and real estate data, and preparation of entrance and monthly service fee pricing analysis.
  • Assist in the preparation and filing of regulatory, legal and/or tax documents in support of project development (e.g., certificate of need applications, IRS tax exemption applications, and property tax exemptions, etc.)
  • Work on special projects as directed. These projects could include work related to financial statements, audits, tax returns, system conversions, or upgrades.
  • Perform other duties as assigned or required.


  • Two (2) to five (5) years’ experience in accounting, finance or a related field.
  • Bachelor’s degree in accounting, finance or a related field is preferred.
  • Excellent organizational skills and attention to detail.
  • Computer skills, including proficiency in Microsoft Office programs, especially MS Excel, and computerized accounting systems.
  • Strong understanding of generally accepted accounting principles (GAAP), business contracts, best practices in accounting, and other outside reporting principles and regulations.


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