Senior Associate, FP&A - Senior Housing (Finance)
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
- 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® 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 seek to support physicians in our Outpatient Medical buildings with the critical infrastructure needed to deliver quality care.
Our real estate portfolio is unmatched, located in highly attractive micro-markets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as a product company in a real estate wrapper driven by relationships and 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 existing investors – our North Star.
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
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
