Senior Associate, FP&A - Senior Housing at Welltower Inc in Toledo, Ohio

Job Description:

SUMMARY

The FP&A group is responsible for overseeing the organization’s financial planning efforts, providing insight into both corporate and segment level financial performance, and helping to lead the implementation of new analytical solutions, which help Welltower make data-driven decisions as an organization.

This position will focus on Seniors Housing portfolio analysis and will support the processes outlined above, striving for continuous improvement in financial analysis tools, reporting, controls, and ensuring all deadlines are met.

In addition, this position will:

• Support forecasting efforts to inform forward-looking views for the business.


• Conduct variance analysis and providing insights into property and portfolio-level performance drivers and trends.


• Develop, track, and maintain key business metrics to assess growth, profitability, and operational efficiency.


• Support ad hoc segment analysis and strategic initiatives across various departments.

KEY RESPONSIBILITIES

• Assist with Seniors Housing property-level budgeting and forecasting across multiple geographies, asset classes, and service types.


• Conduct variance analysis and provide commentary on performance relative to internal expectations, recent trends, and prior year results.


• Leverage analytical platforms, including Power BI and Anaplan, to enhance visibility into portfolio performance and trends, improving forward-looking views.


• Provide actionable insights and recommendations based on data analysis to drive business decisions and improve overall performance.


• Present information and recommendations to senior leadership on an ongoing basis through systematic and ad hoc reporting.


• Collaborate with cross-functional teams to provide insights into base-level data.


• Engage with operating partners to support and align performance goals and data initiatives.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of this employee for this job.  Duties, responsibilities, and activities may change at any time with or without notice.

TRAVEL

Some out-of-area and overnight travel may be expected (10-15%, domestic and international).

MINIMUM REQUIREMENTS

• Bachelor’s degree in accounting, finance, or related field required. An MBA or CPA preferred but not required.


• A minimum of 5-7 years related work experience is preferred.

Applicants must be able to pass a pre-employment drug screen.

WHAT WE OFFER

• Flexible schedule: Monday-Thursday in office, Friday’s optional to work remote


• Competitive Base Salary + Annual Bonus


• Generous Paid Time Off and Holidays


• Employer-matching 401(k) Program + Profit Sharing Program


• Student Debt Program – we’ll contribute up to $10,000 towards your student loans!


• Tuition Assistance Program


• Employee Stock Purchase Program – purchase shares at a 15% discount


• Comprehensive and progressive Medical/Dental/Vision options


• And much more! https://welltower.com/newsroom/careers/
  

ABOUT WELLTOWER

Welltower, an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate and infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower, a real estate investment trust ("REIT"), owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing, post-acute communities and outpatient medical properties. More information is available at www.welltower.com

Welltower is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE/AA. Minority/Female/Sexual Orientation/Gender Identity/Disability/Vet

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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