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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 platform overhead budgeting, forecasting, analysis, and cost allocations. This role plays a key part in analyzing shared services costs, developing and maintaining allocation methodologies, and supporting internal stakeholders with reporting, budgeting, and forecast insights. The ideal candidate has strong analytical skills, financial modeling experience, and a solid understanding of corporate cost structures.
KEY RESPONSIBILITIES
- Assist with overhead expense budgeting and forecasting
- Support development and maintenance of cost allocations
- Prepare and maintain allocation models to distribute costs across different cost centers in accordance with internal policies and business drivers.
- Conduct variance analysis, investigate material differences, and provide commentary outlining key performance drivers
- Work across cross functional teams as needed to provide insights into base level data
- Review consolidated, property and cost center level financial statements including but not limited to, income statements, balance sheets and cash flow statements
- Coordinate with Accounting to ensure consistency between actuals and FP&A reporting, and support accrual and reclassification processes as needed.
- 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 key department 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.
TRAVEL
Some out of area and overnight travel may be expected.
MINIMUM REQUIREMENTS
Experience: A minimum 5+ years related work experience 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.
Source: Welltower Career Page
