FP&A Associate: Portfolio Forecast & Insights

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 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.