FP&A Analyst

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, creative technology solutions which help drive Welltower to a data driven organization.

This position will focus on Seniors Housing portfolio analysis and will support the processes outlined above. In addition, this position will: 1) conduct variance analysis relative to forecast and investigate material differences 2) perform monthly data integrity and validation checks 3) support ad hoc segment analysis 4) create and maintain updated financial models and 5) liaise with departments across the organization.

KEY RESPONSIBILITIES

Assist with Seniors Housing portfolio budgeting, forecasting, and monthly reporting, inclusive of capital investment and transaction activity Work across cross functional teams as needed to provide insights into base level data Assist with and support Quarterly Non-GAAP disclosure, generation, and review Review property, operator and portfolio level financial statements including, but not limited to, income statements, balance sheets and cash flow statements Ensure data accuracy and integrity through data checks and use of technologies Present information and recommendations to senior leadership on an ongoing basis via systematic and ad hoc reporting Participate in regular performance meetings with segment level leadership Perform all other duties as assigned

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are 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. 5-10%, domestic and international

MINIMUM REQUIREMENTS

Experience: A minimum of 0-3 years related work experience is required. Exposure or desire to learn financial software systems is required.

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

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

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

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