Senior Associate, FP&A

Posted: Tuesday, 05 August 2025
Valid Thru: Thursday, 04 September 2025
Index Requested on: 08/05/2025 19:36:58
Indexed on: 08/05/2025 19:36:58

Location: Dallas, TX, 75201, US

Industry: Real Estate/ Property Management
Occupational Category: 13-0000.00 - Business and Financial Operations
Type of Employment: FULL_TIME

Welltower Inc is hiring!

Description:

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.

SUMMARY

The FP& A group is responsible for overseeing the organization’s financial planning efforts, providing insight into both corporate and segment level financial performance, and helping to lead the implementation of new, creative technology solutions which help drive Welltower to a data driven organization.

This position will focus on platform overhead budgeting, forecasting, analysis, and cost allocations. This role plays a key part in analyzing shared services costs, developing and maintaining allocation methodologies, and supporting internal stakeholders with reporting, budgeting, and forecast insights. The ideal candidate has strong analytical skills, financial modeling experience, and a solid understanding of corporate cost structures.

KEY 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

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.

TRAVEL

Some out of area and overnight travel may be expected.

MINIMUM REQUIREMENTS

Experience: A minimum 5+ years related work experience is required. Advanced Microsoft Office skills, especially Excel; strong understanding of accounting principles; and consolidation financial systems. Exposure to Excel VBA/macros, SQL, PowerBI a plus.

Education: Bachelor’s degree in finance, accounting or related field required. An MBA or CPA preferred but not required.

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
  • And much more! https: //welltower.com/newsroom/careers/

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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Responsibilities:

Please review the job description.

Educational requirements:

  • high school

Desired Skills:

See job description

Benefits:

Please see the job description for benefits.

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