Log In
Sign Up
The FP&A group is responsible for overseeing the organization’s financial planning efforts, providing insight into portfolio performance, and enabling actionable outcomes and data-driven decisions across the organization through the utilization of new, creative technology solutions.
This position will focus on portfolio level and property level 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) support forecasting and reporting efforts leveraging Anaplan and Power BI 3) support ongoing collaboration efforts with operating partners around data and operational insights 4) support ad hoc segment analysis 5) create and maintain updated financial models 6) liaise with departments across the organization.
KEY 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, but not limited to, income statements, balance sheets and cash flow statements
- 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 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 3 years related work experience is preferred.
Applicants must be able to pass a pre-employment drug screen.
Source: Welltower CareerPage
