Lexi Zager

Vice President of Financial Planning & Analysis, Belmont Village Senior Living

Professional Overview
Lexi Zager is an accomplished financial executive with over 9 years of experience in data-driven decision support, business intelligence, and strategic financial planning. As the Vice President of Financial Planning & Analysis at Belmont Village Senior Living, she leverages her expertise in analytics, forecasting, and process optimization to drive strategic growth and operational efficiency across the organization.

Experience Summary

Current Role
As the Vice President of Financial Planning & Analysis at Belmont Village Senior Living, Lexi is responsible for leading the company's financial planning, budgeting, and forecasting initiatives. She oversees a team of analysts and coordinates with cross-functional stakeholders to provide insightful data-driven recommendations that inform critical business decisions. Under Lexi's leadership, the FP&A department has implemented advanced analytics capabilities, streamlined reporting processes, and delivered cost savings of over $2.5 million annually.

Career Progression
Prior to her current role, Lexi held progressive positions at Retirement Center Management, where she advanced from Financial Analyst to Senior Manager and Director of Business Intelligence and Analytics. In these roles, she spearheaded the development of a centralized data warehouse, drove the implementation of predictive models to forecast occupancy and revenue, and led cross-functional initiatives that improved operational efficiency and profitability. Earlier in her career, Lexi gained valuable experience as a Financial Analyst at CBRE, where she contributed to real estate investment analysis and market research projects.

Academic Background
Lexi holds a Bachelor of Science in Finance from the University of Houston, where she graduated cum laude. She is also a Certified Public Accountant (CPA) and a member of the American Institute of CPAs (AICPA).

Areas of Expertise

• Financial planning and analysis

• Business intelligence and data-driven decision making

• Forecasting and budgeting

• Process optimization and cost reduction

• Cross-functional collaboration and stakeholder management

• Financial reporting and dashboard development

Professional Impact
Throughout her career, Lexi has consistently delivered measurable results that have positively impacted her employers' financial performance and operational efficiency. Notable achievements include:

• Implemented a centralized data warehouse and business intelligence platform that improved reporting accuracy and reduced monthly close times by 25%

• Developed predictive models that enhanced occupancy forecasting and enabled Retirement Center Management to increase revenue by 8% over a two-year period

• Spearheaded the redesign of the FP&A team's reporting structure, leading to a 30% increase in stakeholder satisfaction and a 20% reduction in ad-hoc data requests

Conclusion
Lexi Zager is a strategic financial leader with a proven track record of driving organizational growth and operational excellence. Her expertise in data analytics, financial planning, and process optimization, combined with her strong leadership skills and cross-functional collaboration, make her a valuable asset to Belmont Village Senior Living as they continue to expand and enhance their services for senior living communities.