Senior Associate, FP&A – Senior Housing Full Time

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 analytical solutions, which help Welltower make data-driven decisions as an organization.

This position will focus on Seniors Housing portfolio analysis and will support the processes outlined above, striving for continuous improvement in financial analysis tools, reporting, controls, and ensuring all deadlines are met.

In addition, this position will:

• Support forecasting efforts to inform forward-looking views for the business.
• Conduct variance analysis and providing insights into property and portfolio-level performance drivers and trends.
• Develop, track, and maintain key business metrics to assess growth, profitability, and operational efficiency.
• Support ad hoc segment analysis and strategic initiatives across various departments.

KEY RESPONSIBILITIES

• Assist with Seniors Housing property-level budgeting and forecasting across multiple geographies, asset classes, and service types.
• Conduct variance analysis and provide commentary on performance relative to internal expectations, recent trends, and prior year results.
• Leverage analytical platforms, including Power BI and Anaplan, to enhance visibility into portfolio performance and trends, improving forward-looking views.
• Provide actionable insights and recommendations based on data analysis to drive business decisions and improve overall performance.
• Present information and recommendations to senior leadership on an ongoing basis through systematic and ad hoc reporting.
• Collaborate with cross-functional teams to provide insights into base-level data.
• Engage with operating partners to support and align performance goals and data initiatives.

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.
• A minimum of 5-7 years related work experience is preferred.

Source: Welltower CareerPage

Tagged as: REIT