Finance & Accounting Analyst at Welltower Inc in Toledo, Ohio

Posted in Accounting 11 days ago.

Type: Full-Time

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.


  1. Strong critical and analytical thinking skills to analyze data trends and draw conclusions to drive more accurate forecasting

  2. Intellectual curiosity toward learning business processes and implementing efficiencies which drive results

  3. Technical aptitude – advanced Microsoft Office skills, especially Excel; strong understanding of accounting principles; and consolidation of financial systems

  4. Exposure to Excel VBA/macros or SQL is a plus

  5. Proven ability to manage and gather data across multiple systems and data sets

  6. Strong communication - presentation, written, and verbal

  7. Strong team player with a focus towards customer service

  8. Ability to self-motivate and work in a dynamic environment

  9. Ability to work independently

  10. 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. 


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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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