Associate, FP&A - onsite Toledo, OH

Welltower™ Inc. (NYSE:WELL); Toledo (OH); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Annual Bonus

Paid Time Off

Employee Stock Purchase Program

401(k) + Profit Sharing Program

Student Debt Assistance

Tuition Assistance

Medical/Dental/Vision options

Professional Growth

Job summary

Welltower Inc. is seeking a finance-focused professional to lead portfolio and property-level analysis, support forecasting, and build financial models using Anaplan and Power BI.

You will conduct variance analysis, investigate drivers, and collaborate with operating partners to extract data-driven insights for strategic decisions. The role includes preparing reports, presenting to senior leadership, and supporting cross-functional teams.

Qualifications

• Bachelor’s degree in accounting or finance required.
• 3–5+ years related work experience preferred.
• MBA or CPA preferred but not required.

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 income statements, balance sheets and cash flow statements.
• Participate in regular performance meetings with segment level leadership.
• Perform all other duties as assigned.

Skills

Variance analysis

Budgeting

Forecasting

Financial modeling

Cross-functional collaboration

Education

Bachelor’s degree in accounting or finance

Tools

Anaplan

Power BI

Job description

WELLTOWER – REIMAGINE REAL ESTATE WITH US

At Welltower, we’re transforming how the world thinks about senior living and wellness-focused real estate. As a global leader in residential wellness and healthcare infrastructure, we create vibrant, purpose-driven communities where housing, healthcare, and hospitality converge. Our culture is fast-paced, collaborative, and endlessly ambitious—guided by our mantra: The only easy day was yesterday.

We’re looking for bold, independent thinkers who thrive on challenge, embrace complexity, and are driven to deliver long-term value. Every team member is empowered to think like an owner, innovate fearlessly, and lead from where they stand. If you\'re passionate about outcomes and inspired by the opportunity to shape the future of healthcare infrastructure, we want you on our best-in-class team.

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 will focus on portfolio level and property level 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) support forecasting and reporting efforts leveraging Anaplan and Power BI 3) support ongoing collaboration efforts with operating partners around data and operational insights 4) support ad hoc segment analysis 5) create and maintain updated financial models 6) 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

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.
• 3-5+ years 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.

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/

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