Financial Data Analyst

Overview

Analyzes and manages financial models for capital projects in senior housing.

Key Responsibilities

• powerbi
• yardi
• financial modeling
• dashboarding
• kpis
• variance analysis

Tasks

-Participate in annual budget and reforecast 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. -Develop automated financial reporting solutions using SQL and Power BI, reducing manual effort and ensuring timely insights for decision-making. -Assemble relevant data, compiles individual project and component-specific cost information to perform financial analysis of projects. -Develop KPIs, perform variance analysis, and partner with cross-functional teams to streamline data workflows and improve efficiency. -Develop and maintain comprehensive monthly, quarterly, and annual financial dashboards to evaluate performance metrics, identify variances and outliers, and provide insightful commentary to management. -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. -Fund all Capital, Redevelopment and Facility budgets using Yardi system. -Review and analyze portfolio performance to collaborate with Capital Department to ensure that project plans and financial objectives are on track. -Creation of new detailed pro-forma and financial models to drive portfolio value creation. -Collaborated with cross-regional teams to align reporting frameworks, resolve data inconsistencies, and improve global reporting processes. -Maintain and optimize the unit renovation, amenity and common area redevelopment database and processes. -Prepare ad hoc reports as requested by management.

Requirements

• financial analysis
• real estate
• ms office
• bachelor's
• 3 years
• project management

What You Bring

-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. -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. -Strong analytical, time-management, attention to detail and accuracy, written and verbal communication skills. -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. -Minimum of 3 years experience in financial analysis or business analytics, real estate industry required and experience in the multifamily sector is highly preferred. -Ability to make decisions on minor issues in accordance with company policy.

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Benefits

-Competitive Base Salary + Annual Bonus -Comprehensive and progressive Medical/Dental/Vision options -Employee Stock Purchase Program – purchase shares at a 15% discount -Student Debt Program – we’ll contribute up to $10,000 towards your student loans! -Employer-matching 401(k) Program + Profit Sharing Program -Generous Paid Time Off and Holidays -Tuition Assistance Program

About Welltower™ Inc. (Nyse:Well)

-Rebranded to Welltower in 2015 following healthcare real estate expansion. -Operates in the U.S., Canada, and U.K., managing senior housing and outpatient medical facilities. -Structures investments through long-term leases and joint ventures, blending capital with operator expertise. -Focuses on independent living, assisted living, memory care, post-acute rehabilitation, and medical offices. -Leverages post-acute care platform to improve hospital transitions and reduce readmissions.

Sector Specialisms

Security Clearance

-successful completion of a background check, drug screening, and verification of employment, education, and credentials required.