Job Description:

SUMMARY

The FP&A group is responsible for overseeing the organization’s financial planning efforts, providing insight into both corporate and segment level financial performance, and helping to lead the implementation of new, creative technology solutions which help drive Welltower to a data driven organization.

This position will focus on the Outpatient Medical portfolio 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) facilitate budget and reforecast cycles for the segment 3) support ad hoc segment analysis 4) create and maintain updated financial models and 5) liaise with departments across the organization. 

KEY RESPONSIBILITIES

• Prepare budgets and forecasts for the Outpatient Medical segment through financial models, variance analyses, long-term planning, risk/opportunity assessments, and periodic/ad hoc reporting.


• Conduct variance analysis and provide commentary outlining key performance drivers.


• Work across cross functional teams including, but not limited to investments, asset management, operations and leasing as needed to provide insights into base level data.


• Ensure consistency between the operating strategy of the business unit and its financial forecasts.


• Assist with and support Quarterly Non-GAAP disclosure, generation, and review.


• Review property and portfolio level financial statements including but not limited to, income statements, balance sheets and cash flow statements.


• Ensure data accuracy and integrity through data checks and use of technologies.


• Present information and recommendations to senior leadership on an ongoing basis via systematic and ad hoc reporting.


• 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 that are required of this employee for this job.  Duties, responsibilities, and activities may change at any time with or without notice.

 

COMPETENCIES

1. Strong critical and analytical thinking skills to analyze data trends and draw conclusions to drive more accurate forecasting


2. Intellectual curiosity toward learning business processes and implementing efficiencies which drive results


3. Technical aptitude – advanced Microsoft Office skills, especially Excel; strong understanding of accounting principles; and consolidation financial systems


4. Exposure to Excel VBA/macros, SQL, PowerBI a plus


5. Strong communication - presentation, written, and verbal


6. Strong team player with a focus towards customer service


7. Ability to self-motivate and work in a dynamic environment


8. Ability to work independently

 

TRAVEL

Some out-of-area and overnight travel may be expected.

MINIMUM REQUIREMENTS

Experience: A minimum of 5 years related work experience is required. One to two years experience managing a team is preferred. Exposure to learn financial software systems is required. Advanced Microsoft Office skills, especially Excel; strong understanding of accounting principles; and consolidation financial systems.  Exposure to Excel VBA/macros, SQL, PowerBI a plus. 

Education: Bachelor’s degree in finance, accounting or related field required. An MBA or CPA preferred but not required. 

Applicants must be able to pass a pre-employment drug screen.

WHAT WE OFFER

• Flexible schedule: Monday-Thursday in office, Friday’s optional to work remote


• Competitive Base Salary + Annual Bonus


• Generous Paid Time Off and Holidays


• 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


• Employee Stock Purchase Program – purchase shares at a 15% discount


• Comprehensive and progressive Medical/Dental/Vision options


• And much more! https://welltower.com/newsroom/careers/
  

ABOUT WELLTOWER

Welltower, an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate and infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower, a real estate investment trust ("REIT"), owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing, post-acute communities and outpatient medical properties. More information is available at www.welltower.com

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

 

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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