Financial Data Analyst

Welltower Careers • Plano, TX

1d

About The Position

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.

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.

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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees