Full Job Description
Welltower Inc. (NYSE: WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of healthcare infrastructure. With an enterprise value of over $40B, Welltower is the world’s largest healthcare real estate investment trust (REIT). Concentrated in major, high-growth markets throughout the United States, Canada, and the United Kingdom, Welltower delivers the health care infrastructure necessary to facilitate better treatment at lower costs and keep patients out of the hospital. We provide real estate capital to leading seniors housing operators, post-acute care providers, and health systems, enabling these companies to grow, innovate, and ultimately provide better care. Our impact will be profound as we advance our work, our mission, and continue to assemble a diverse, talented, performance-focused team of employees.
This position will play a pivotal role in driving cohesion between the FP&A and Accounting groups, focusing on streamlining reporting, data, and forecast initiatives. To accomplish this, the position will serve as a main liaison between Accounting, FP&A, and other relevant teams and support the monthly close process, reporting, and data alignment initiatives to enhance internal budgeting/forecasting.
Collaborate with FP&A and Accounting to create a monthly close calendar, including relevant dates for both groups, and maintain communication during each close with all stakeholders to share major updates.
Gain and maintain proficiency and expertise in relevant financial and accounting systems with ability to ensure data alignment and consistency, review in detail, drive process changes, and communicate to the different groups in the appropriate vernacular.
Drive process improvements for monthly internal reporting package to provide increased visibility into key metrics and business performance on both a GAAP and non-GAAP basis.
Work to enhance alignment and management of internal financial system data in order to further streamlined internal budgeting/forecasting and reporting
Identify and support process improvements for internal forecasting and analysis of corporate reported line items comprising Funds From Operations (FFO), Net Income and Taxable Income
Manage and respond to ad-hoc requests and provide summaries to senior management
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.
Strong critical and analytical thinking skills to analyze data trends and draw conclusions to drive more accurate forecasting
Intellectual curiosity toward learning business processes and implementing efficiencies which drive results
Technical aptitude – advanced Microsoft Office skills, especially Excel; strong understanding of accounting principles; and consolidation of financial systems
Exposure to Excel VBA/macros or SQL is a plus
Proven ability to manage and gather data across multiple systems and data sets
Strong communication – presentation, written, and verbal
Strong team player with a focus towards customer service
Ability to self-motivate and work in a dynamic environment
Ability to work independently
A positive and professional attitude
Some out-of-area and overnight travel may be expected.
Experience: A minimum of 2-4 years related work experience is required.
Education: Bachelor’s degree in accounting, finance, or related field required. A CPA or MBA is preferred, but not required.
ADDITIONAL ELIGIBILITY REQUIREMENTS
CPA certification is preferred.
Applicants must be able to pass a pre-employment drug screen.
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