Analyst, FP&A - onsite Toledo, OH (multi-site and multi-business unit FP&A experience required)

Welltower™ Inc. (NYSE:WELL); Toledo (OH); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive Base Salary + Annual Bonus

Generous Paid Time Off and Holidays

Employee Stock Purchase Program

Employer-matching 401(k) Program

Student Debt Program

Tuition Assistance Program

Comprehensive Medical/Dental/Vision options

Professional Growth

Job summary

Welltower™ Inc. (NYSE:WELL) is seeking a Financial Planning & Analysis professional in Toledo, Ohio. This role focuses on portfolio-level analysis, variance analysis, and financial modeling within the organization. Candidates should have a Bachelor’s degree in finance or accounting and 1-3 years of relevant experience. Welltower offers a competitive salary with bonuses, generous paid time off, and professional growth opportunities, including student loan assistance and a comprehensive benefits package.

Qualifications

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

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.
• Present information and recommendations to senior leadership.
• Review property, operator, and portfolio level financial statements.

Skills

Financial modeling

Variance analysis

Forecasting

Data analysis

Communication skills

Education

Bachelor’s degree in accounting, finance, or related field

Tools

Anaplan

Power BI

Job description

About The Role

The FP&A group is responsible for overseeing the organization’s financial planning efforts, providing insight into portfolio performance, and enabling actionable outcomes and data‑driven decisions across the organization through the utilization of new, creative technology solutions. This position focuses on portfolio level and property level analysis and supports the processes outlined above.

Additional duties include:

• 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.

Key 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 as needed to provide insights into base‑level data.
• Review property, operator and portfolio level financial statements including, but not limited to, income statements, balance sheets and cash flow statements.
• Participate in regular performance meetings with segment level leadership.
• Perform all other duties as assigned.

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.
• 1‑3 years related work experience 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.

What We Offer

• 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 – we’ll contribute up to $10,000 towards your student loans!
• Tuition Assistance Program
• Comprehensive and progressive Medical/Dental/Vision options
• Professional Growth
• And much more! https://welltower.com/newsroom/careers/

EEO Statement

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