Simon Meyer

Senior Financial Analyst at Discovery Senior Living

Bonita Springs, Florida, United States

About

Experience

  • Discovery Senior Living (9 yrs 10 mos)
    • Senior Financial Analyst
      Feb 2024 - Present · 2 yrs 6 mos

      Build, manage, and analyze financial data for 300+ senior living communities. Oversee the annual budgeting packages that are used for all levels of business from finances, leasing activity, to staffing levels and load files to our systems plus distribute to respective operators and investors. Develop dynamic Power BI dashboards or Excel models to elevate operational decision making across all portfolios and provide enhanced insight into trends. Work with senior leadership to identify strengths / weaknesses and how to improve profitability or hit investor goals. Build out-ward facing PowerPoint's either using Power BI integration or a combination of Excel models to showcase successes or challenges with identified opportunities for improvement. Develop and collaborate with leadership to create proformas that allow the company to capture new business opportunities.

    • Business Intelligence Analyst
      Dec 2018 - Feb 2024 · 5 yrs 3 mos

      Build, design, manage, analyze, collaborate, & communicate (in simple terms) complex dashboards to relevant executive leadership, capital investors, and department heads. Specialized in Marketing, Sales, Infectious Diseases (COVID), & Operations, with occasional work in Finance, Accounting, & HR data. Use Excel, Power Query, & Power BI to build dashboards and identify KPIs to provide solutions based on analysis of data. Pull data from numerous sources and tie them together to be able to show enhanced correlation trends/relationships. Train, manage, and communicate skills to any employee that needs assistance with data modeling to better the company as a whole and "feed them for a lifetime". Delegate tasks or train new analysts when needed.

    • Marketing Coordinator
      Oct 2016 - Dec 2018 · 2 yrs 3 mos

      Discovery Senior Living offers affordable, resort lifestyles for its residents. For more than 25 years, this award-winning management group has developed, built and operated upscale, luxury senior living communities. The result is a flourishing portfolio of more than 6,500 homes for seniors and top-notch care for all of our residents. • Create, manage, and design corporate marketing campaigns with team for mass email, social media, website design, advertising, and other community related marketing materials • Head analysis and reporting of various marketing areas (email, video, social posts, operations etc.) in Excel through statistics such as click through rates, impressions per click, open rates, days to move in, percentage change over time, etc.

  • President at The National Society of Leadership and Success
    May 2015 - May 2018 · 3 yrs 1 mo

  • Senator at FGCU Honors College
    Sep 2016 - Dec 2017 · 1 yr 4 mos

  • Delivery Driver/Employee at Bonita Blooms
    Mar 2009 - Apr 2016 · 7 yrs 2 mos

  • Junior Sushi Chef/Assistant Manager at Publix Sushi Department
    Feb 2012 - Jun 2014 · 2 yrs 5 mos