Senior Associate, FP&A jobs in United States
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Welltower™ Inc. (NYSE:WELL) · 1 day ago

Senior Associate, FP&A

Welltower Inc. is a global leader in residential wellness and healthcare infrastructure, aiming to transform senior living and wellness-focused real estate. The Senior Associate, FP&A will oversee financial planning efforts, focusing on budgeting, forecasting, and cost allocations while supporting internal stakeholders with financial insights.

Commercial Real EstateEnergyHealth CareInfrastructureReal Estate
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Mark Wollin, MBA, SPHR, SHRM-SCP
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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

Qualification

Financial modelingCost allocationVariance analysisMicrosoft ExcelAccounting principlesConsolidation systemsSQLPowerBIExcel VBA/macrosCommunication skillsTeam collaboration

Required

A minimum 5+ years related work experience is required
Advanced Microsoft Office skills, especially Excel
Strong understanding of accounting principles
Consolidation financial systems
Bachelor's degree in finance, accounting or related field required
Applicants must be able to pass a pre-employment drug screen

Preferred

Exposure to Excel VBA/macros
SQL
PowerBI
An MBA or CPA preferred but not required

Benefits

Generous Paid Time Off and Holidays
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
Employee Stock Purchase Program – purchase shares at a 15% discount
Comprehensive and progressive Medical/Dental/Vision options

Company

Welltower™ Inc. (NYSE:WELL)

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Welltower® (NYSE: WELL) provides real estate capital to the world’s leading health and senior care providers to develop the health care infrastructure necessary to keep people well.

H1B Sponsorship

Welltower™ Inc. (NYSE:WELL) has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (8)
2023 (4)
2022 (2)
2021 (1)

Funding

Current Stage
Public Company
Total Funding
$4.82B
2024-07-09Post Ipo Debt· $1.03B
2023-11-06Post Ipo Debt· $1.5B
2023-05-08Post Ipo Debt· $1.03B

Leadership Team

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Tim McHugh, CFA
Executive Vice President - Chief Financial Officer
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Nikhil Chaudhri, CFA
Executive Vice President, Chief Investment Officer
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Company data provided by crunchbase