Associate, FP&A (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, creative technology 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. 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 5) liaise with departments across the organization and 6) support forecasting and reporting platforms, Anaplan, and Power BI.
KEY RESPONSIBILITIES
- Assist with Seniors Housing property-level budgeting and forecasting
- Conduct variance analysis and provide commentary outlining key performance drivers
- 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
- Maintain, develop, and enhance technological tools and platforms, including Anaplan and Power BI, to further the scale of data within the organization
- 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. 10-15%, domestic and international
MINIMUM REQUIREMENTS
Experience: A minimum of 3 years related work experience is preferred.
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.
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
- Summer Hours Program
- 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.
