Associate, FP&A - Onsite - Toledo, OH

About The Role

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 focuses on portfolio level and property level analysis and supports the processes outlined above.

Additional duties include:

• Conduct variance analysis relative to forecast and investigate material differences.
• Support forecasting and reporting efforts leveraging Anaplan and Power BI.
• Support ongoing collaboration efforts with operating partners around data and operational insights.
• Support ad hoc segment analysis.
• Create and maintain updated financial models.
• Liaise with departments across the organization.

• 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.

Some out‑of‑area and overnight travel may be expected (10‑15%, domestic and international).

• Bachelor’s degree in accounting, finance, or related field required; an MBA or CPA preferred but not required.
• 1‑3 years related work experience preferred.

Employment is contingent upon the successful completion of a background check, drug screening, and verification of employment, education, and other credentials relevant to the position.

• Competitive Base Salary + Annual Bonus
• Generous Paid Time Off and Holidays
• Employee Stock Purchase Program – purchase shares at a 15% discount
• 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
• Comprehensive and progressive Medical/Dental/Vision options
• Professional Growth
• And much more!

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