Job Summary
Financial Analyst directs the funding, reporting, and tracking of construction projects for the Capital teams. Responsible for market research and maximization of assets value and NOI. Verifies all necessary approvals have been obtained and ensures that standard company procedures are followed. Drive value and deliver best in class performance for Senior Housing portfolio. Relies on experience and judgment to plan and accomplish goals. Performs a variety of complex tasks. A certain degree of creativity and latitude is required. Reports to AVP of Capital Administration.
Key Responsibilities
- Creation of new detailed pro-forma and financial models to drive portfolio value creation.
- Develop and maintain comprehensive monthly, quarterly, and annual financial dashboards to evaluate performance metrics, identify variances and outliers, and provide insightful commentary to management.
- Assemble relevant data, compiles individual project and component-specific cost information to perform financial analysis of projects.
- Fund all Capital, Redevelopment and Facility budgets using Yardi system.
- Maintain and optimize the unit renovation, amenity and common area redevelopment database and processes.
- Responsible for maximization of the assets value and NOI, which includes understanding asset position relative to market, asset specific restraints, developing property and portfolio specific value-add strategies and implementation thereof.
- Participate in annual budget and reforecast processes.
- Review and analyze portfolio performance to collaborate with Capital Department to ensure that project plans and financial objectives are on track.
- Incorporate a data driven value-oriented approach to the portfolio and each asset by analyzing revenue opportunities and providing direction supported by financial models to justify major capital investments and financial decisions.
- Prepare ad hoc reports as requested by management.
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.
Minimum Requirements
- Minimum of 3 years experience in financial analysis or business analytics, real estate industry required and experience in the multifamily sector is highly preferred.
- A bachelor's degree in finance, accounting, business administration, or a related field is required. Relevant certifications or advanced degrees may be considered as a plus.
- Ability to make decisions on minor issues in accordance with company policy.
- Strong analytical, time-management, attention to detail and accuracy, written and verbal communication skills.
- Experience in Real Estate Industry: A strong background in the real estate industry, particularly in capital projects management, or property management, is highly desirable. Experience within the healthcare or senior living sectors is advantageous.
- Ability to work strategically and with significant financial and project management discipline to ensure flawless execution.
- Demonstrated organizational skills and ability to manage multiple projects simultaneously.
- Computer literacy, knowledge of Outlook, MS Office, PowerPoint, Adobe.
Applicants must be able to pass a pre-employment drug screen.
What We Offer
- Competitive Base Salary + Annual Bonus
- 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
- Summer Hours Program
- And much more!
About Welltower
Welltower, an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate and infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower, a real estate investment trust ("REIT"), owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing, post-acute communities and outpatient medical properties. More information is available at www.welltower.com
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
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