Analyst, FP&A - onsite Toledo, OH

About the role

The FP&A group oversees the organization’s financial planning efforts, provides insight into portfolio performance, and enables actionable outcomes and data-driven decisions across the organization through new, creative technology solutions. This position focuses on portfolio-level and property-level analysis and supports the following processes:

• Conduct variance analysis relative to forecast and investigate material differences
• Support forecasting and reporting efforts leveraging Anaplan and Power BI
• Support ongoing collaboration efforts with operating partners around data and operational insights
• Support ad hoc segment analysis
• Create and maintain updated financial models
• Liaise with departments across the organization

Responsibilities

• Assist with Seniors Housing property-level budgeting and forecasting
• Conduct variance analysis and provide commentary outlining key performance drivers
• Support operational analysis to drive improved property-level outcomes across core business verticals
• Assist with and support Quarterly Non-GAAP disclosure, generation, and review
• Present information and recommendations to senior leadership on an ongoing basis via systematic and ad hoc reporting
• Work across cross-functional teams to provide insights into base-level data
• Review property, operator, and portfolio-level financial statements including income statements, balance sheets, and cash flow statements
• Participate in regular performance meetings with segment-level leadership
• Perform all other duties as assigned

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

Requirements

• Bachelor’s degree in accounting, finance, or related field required; MBA or CPA preferred but not required
• 1-3 years of related work experience is preferred

Employment is contingent upon the successful completion of a background check, drug screening, and verification of employment, education, and other credentials relevant to the position.

Benefits

• Competitive base salary + annual bonus
• Generous paid time off and holidays
• Employee Stock Purchase Program – purchase shares at a 15% discount
• Employer-matching 401(k) program + profit-sharing program
• Student Debt Program – contribution up to $10,000 towards student loans
• Tuition Assistance Program
• Comprehensive and progressive medical, dental, and vision options
• Professional growth opportunities

About Welltower

Welltower® Inc. (NYSE: WELL), an S&P 500 company, is the world's preeminent residential wellness and healthcare infrastructure company. Our portfolio of 1,500+ Seniors and Wellness Housing communities is positioned at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults in the United States, United Kingdom, and Canada. We also support physicians in our Outpatient Medical buildings with critical infrastructure needed to deliver quality care. Our real estate portfolio is unmatched, located in highly attractive micro-markets with stunning built environments. We view ourselves as a product company in a real estate wrapper, driven by relationships and an unconventional culture. Through our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per-share growth and returns for our investors.