FP&A Analyst: Portfolio Insights & Anaplan + Power BI

Welltower™ Inc. (NYSE:WELL)

Toledo (OH)

On-site

USD 70,000 - 90,000

Full time

14 days+
Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

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

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.
Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Analyst, FP&A - onsite Toledo, OH
Analyst, FP&A - onsite Toledo, OH

Welltower, Inc • Toledo (OH)

On-site
USD 70,000 - 90,000
Annual Bonus
Paid Time Off
401(k) match
+3
Analyst, FP&A - onsite Toledo, OH
Analyst, FP&A - onsite Toledo, OH

Welltower • Toledo (OH), Northern (KY)

On-site
USD 65,000 - 90,000
Annual bonus
PTO and holidays
Employee stock purchase program
+4
Analyst, FP&A - onsite Toledo, OH (multi-site and multi-business unit FP&A experience required)
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
Competitive Base Salary + Annual Bonus
Generous Paid Time Off and Holidays
Employee Stock Purchase Program
+5
Strategic FP&A Analyst: Portfolio Growth & Insights
Strategic FP&A Analyst: Portfolio Growth & Insights

Welltower • Toledo (OH), Northern (KY)

Hybrid
USD 65,000 - 90,000
Annual bonus
PTO and holidays
Employee stock purchase program
+4
FP&A Analyst, Real Estate & Healthcare Portfolio
FP&A Analyst, Real Estate & Healthcare Portfolio

Welltower, Inc • Toledo (OH)

On-site
USD 70,000 - 90,000
Annual Bonus
Paid Time Off
401(k) match
+3
FP&A Intern: Data-Driven Portfolio Insights
FP&A Intern: Data-Driven Portfolio Insights

Welltower, Inc • Toledo (OH)

On-site
USD 27,000 - 31,000
Private Fund Operations Analyst
Private Fund Operations Analyst

Welltower™ Inc. (NYSE:WELL) • Dallas (TX)

On-site
USD 65,000 - 90,000
Annual bonus
PTO (Paid Time Off)
Employee stock purchase program
+5
Senior Accountant, Fund Reporting
Senior Accountant, Fund Reporting

Welltower • Dallas (TX)

On-site
USD 90,000 - 140,000
Competitive Base Salary + Annual Bonus
Generous Paid Time Off and Holidays
Employee Stock Purchase Program - 15%
+4
Senior Accountant, Fund Reporting
Senior Accountant, Fund Reporting

Welltower™ Inc. (NYSE:WELL) • Dallas (TX)

On-site
USD 90,000 - 150,000
Competitive Base Salary + Annual Bonus
Paid Time Off and Holidays
Employee Stock Purchase Program – 15%
+6
Summer '27 Intern - FP&A
Summer '27 Intern - FP&A

Welltower, Inc • Toledo (OH)

On-site
USD 27,000 - 31,000