Finance & Investments Coordinator

Essential Duties

As a part of the Sunrise team, supporting our Mission, Principles of Service and Core Values is a fundamental part of this job. Our foundational belief is the sacred value of human life. The unique responsibilities for this role include but are not limited to the essential functions listed as follows:

Executive Support

• Manage complex calendars, travel logistics, expense reporting, and correspondence with accuracy and discretion.


• Prepare briefing materials, financial presentations, and executive reports for internal and external stakeholders.


• Act as a trusted liaison and gatekeeper, ensuring alignment, prioritization, and clear communication between the SVP and cross-functional teams.


• Coordinate meeting logistics, board materials, and follow-up actions to support seamless execution.

Project Management

• Lead and coordinate strategic projects and cross-departmental initiatives within the Finance and Investments teams.


• Develop project plans, track deliverables, and manage timelines to ensure measurable results.


• Facilitate collaboration among Finance, Development, and Operations teams to drive project success and continuous improvement.


• Support data analysis, reporting, and tracking of investment performance and capital initiatives.

Chief of Staff Functions

• Partner with the SVP to define priorities, monitor progress, and execute strategic goals.


• Draft executive-level communications, presentations, and strategic updates for leadership and external partners.


• Gather, analyze, and synthesize data into actionable insights that inform financial decisions and performance management.


• Represent the SVP in select meetings, ensuring follow-through and alignment on key initiatives.

Core Competencies

• Exceptional organizational, communication, and interpersonal skills.


• Proven ability to manage multiple priorities in a fast-paced environment.


• High level of discretion, integrity, and professionalism.

Experience and Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed throughout this job description are representative of the knowledge, skills, and abilities required.

• Bachelor’s degree required; advanced degree or certification in business, finance, or project management preferred.


• 5+ years of experience in executive support, project coordination, or chief of staff type roles.


• Demonstrated understanding of finance, investment operations, or corporate strategy.


• Exceptional organizational, analytical, and interpersonal skills, with attention to detail and follow-through.


• Proven ability to thrive in fast-paced, dynamic environments with competing priorities.


• High degree of integrity, discretion, and professionalism.


• Proficiency in Microsoft Office Suite, project management platforms (e.g., Asana, Smartsheet, or Monday.com), and collaboration tools (e.g., Teams, Slack).


• Proven success in leading cross-functional projects and enabling organizational change.


• Prefer experience in management consulting, investment analysis, or strategy.


• Exposure to hospitality, senior living, or service-driven industries is a plus.