Strategic FP&A Analyst: Portfolio Growth & Insights

Welltower; Toledo, Northern (OH, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

PTO and holidays

Employee stock purchase program

401(k) matching + profit sharing

Student debt assistance

Tuition assistance

Medical/Dental/Vision

Job summary

Welltower is seeking an FP&A professional to support portfolio and property-level analysis, forecasting, and data-driven decision making. The role focuses on budgeting, variance analysis, and cross-functional collaboration with operating partners and leadership.

You will leverage Anaplan and Power BI for forecasting and reporting, participate in non-GAAP disclosures, and contribute to strategy discussions across the organization. 10-15% travel may be involved.

Qualifications

• 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.

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

Financial analysis

Variance analysis

Forecasting

Cross-functional collaboration

Reporting

Education

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

Tools

Anaplan

Power BI

Job description

Welltower is seeking an FP&A professional to support portfolio and property-level analysis, forecasting, and data-driven decision making. The role focuses on budgeting, variance analysis, and cross-functional collaboration with operating partners and leadership.

You will leverage Anaplan and Power BI for forecasting and reporting, participate in non-GAAP disclosures, and contribute to strategy discussions across the organization. 10-15% travel may be involved.