Verified Job
Accounting - Finance
Financial Planning Analyst
Accounting - Finance
#615216
Remote / WFH
Job Description
Full job description
Join Our Mission-Driven Team: Financial Planning Analyst
Location: Virginia Beach, VA
Organization: Westminster-Canterbury on Chesapeake Bay
Department: Finance
Job Type: Full-time On-site
Westminster-Canterbury on Chesapeake Bay is a nationally recognized Life Plan Community with a heart for service and a vision for excellence. We are seeking a Financial Planning Analyst who is passionate about turning data into insights that drive smart, strategic decisions — someone who thrives in a mission-focused, people-centered environment.
Why You’ll Love Working With Us:
Purposeful Work: Support the financial health of a nonprofit community dedicated to enriching the lives of older adults.
Collaborative Culture: Work alongside a team that values integrity, innovation, and compassion.
Career Growth: Enjoy access to professional development opportunities and the chance to shape financial strategy.
Stunning Location: Our beautiful campus on the Chesapeake Bay provides an inspiring setting for your career.
What You’ll Do:
Develop and manage financial forecasting, planning, and budgeting models
Analyze trends, monitor financial performance, and create actionable recommendations
Partner with cross-functional teams to support capital projects and long-term planning
Present financial reports to leadership with clarity and insight
✔️ What We’re Looking For:
Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA required)
3+ years of experience in financial analysis, preferably in healthcare or nonprofit sectors
Strong Excel and data modeling skills; experience with ERP and financial software a plus
Clear communicator with sharp analytical and problem-solving abilities
✅ Ready to Make a Difference?
Join us in building a financially strong future for a community that cares.
Apply now and become part of something greater than yourself.
Learn more and apply at www.wcbay.com/careers/
This position summary describes the general nature and level of work to be performed; it is not an exhaustive list of all responsibilities, duties or qualifications required for the position. WCCB reserves the right to modify this position summary at any time, including to accommodate individuals with disabilities. We are an equal opportunity employer, committed to the hiring, advancement and fair treatment of individuals without regard to race, religion, sex, ****** preference, age, national origin, ethnicity, disability or veteran status, or any other protected status designated by federal, state or local law.
Compensation: $64,979.20 to $79,601.60 USD
Equal Employment Opportunity Statement:
We are an equal opportunity employer and are committed to creating an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, ****** orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic as outlined by applicable laws. At-Will Employment Statement
Employment with our organization is “at-will,” meaning that either the employee or the employer may terminate the employment relationship at any time, with or without notice, and for any reason not prohibited by law.
Experience
Required
2 year(s): Professional experience as an accountant, auditor, or analyst that included participation in the design of financial accounting systems and audit preparation.
Education
Preferred
Bachelor or better in Finance or related field
Bachelor or better in Business Administration or related field
Licenses & Certifications
Preferred
Certified Public Acct
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Join Our Mission-Driven Team: Financial Planning Analyst
Location: Virginia Beach, VA
Organization: Westminster-Canterbury on Chesapeake Bay
Department: Finance
Job Type: Full-time On-site
Westminster-Canterbury on Chesapeake Bay is a nationally recognized Life Plan Community with a heart for service and a vision for excellence. We are seeking a Financial Planning Analyst who is passionate about turning data into insights that drive smart, strategic decisions — someone who thrives in a mission-focused, people-centered environment.
Why You’ll Love Working With Us:
Purposeful Work: Support the financial health of a nonprofit community dedicated to enriching the lives of older adults.
Collaborative Culture: Work alongside a team that values integrity, innovation, and compassion.
Career Growth: Enjoy access to professional development opportunities and the chance to shape financial strategy.
Stunning Location: Our beautiful campus on the Chesapeake Bay provides an inspiring setting for your career.
What You’ll Do:
Develop and manage financial forecasting, planning, and budgeting models
Analyze trends, monitor financial performance, and create actionable recommendations
Partner with cross-functional teams to support capital projects and long-term planning
Present financial reports to leadership with clarity and insight
✔️ What We’re Looking For:
Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA required)
3+ years of experience in financial analysis, preferably in healthcare or nonprofit sectors
Strong Excel and data modeling skills; experience with ERP and financial software a plus
Clear communicator with sharp analytical and problem-solving abilities
✅ Ready to Make a Difference?
Join us in building a financially strong future for a community that cares.
Apply now and become part of something greater than yourself.
Learn more and apply at www.wcbay.com/careers/
This position summary describes the general nature and level of work to be performed; it is not an exhaustive list of all responsibilities, duties or qualifications required for the position. WCCB reserves the right to modify this position summary at any time, including to accommodate individuals with disabilities. We are an equal opportunity employer, committed to the hiring, advancement and fair treatment of individuals without regard to race, religion, sex, ****** preference, age, national origin, ethnicity, disability or veteran status, or any other protected status designated by federal, state or local law.
Compensation: $64,979.20 to $79,601.60 USD
Equal Employment Opportunity Statement:
We are an equal opportunity employer and are committed to creating an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, ****** orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic as outlined by applicable laws. At-Will Employment Statement
Employment with our organization is “at-will,” meaning that either the employee or the employer may terminate the employment relationship at any time, with or without notice, and for any reason not prohibited by law.
Experience
Required
2 year(s): Professional experience as an accountant, auditor, or analyst that included participation in the design of financial accounting systems and audit preparation.
Education
Preferred
Bachelor or better in Finance or related field
Bachelor or better in Business Administration or related field
Licenses & Certifications
Preferred
Certified Public Acct
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
