Financial Data Analyst

WELLTOWER – REIMAGINE REAL ESTATE WITH US

At Welltower, we’re transforming how the world thinks about senior living and wellness-focused real estate. As a global leader in residential wellness and healthcare infrastructure, we create vibrant, purpose-driven communities where housing, healthcare, and hospitality converge. Our culture is fast-paced, collaborative, and endlessly ambitious—guided by our mantra: The only easy day was yesterday.

We’re looking for bold, independent thinkers who thrive on challenge, embrace complexity, and are driven to deliver long-term value. Every team member is empowered to think like an owner, innovate fearlessly, and lead from where they stand. If you're passionate about outcomes and inspired by the opportunity to shape the future of healthcare infrastructure, we want you on our best-in-class team.

ABOUT THE ROLE

The Capital Projects 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.
• Develop KPIs, perform variance analysis, and partner with cross-functional teams to streamline data workflows and improve efficiency.
• Collaborated with cross-regional teams to align reporting frameworks, resolve data inconsistencies, and improve global reporting processes.
• Develop automated financial reporting solutions using SQL and Power BI, reducing manual effort and ensuring timely insights for decision-making.
• 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. A masters degree is preferred.
• 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.

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.

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
• And much more!

ABOUT WELLTOWER

Welltower Inc. (NYSE: WELL) an S&P 500 company, is the world's preeminent residential wellness and healthcare infrastructure company. Our portfolio of 1,500+ Seniors and Wellness Housing communities is positioned at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults in the United States, United Kingdom, and Canada. We also seek to support physicians in our Outpatient Medical buildings with the critical infrastructure needed to deliver quality care.

Our real estate portfolio is unmatched, located in highly attractive micro-markets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as a product company in a real estate wrapper driven by relationships and unconventional culture.

Through our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors – our North Star.

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