Welltower™ Inc. (NYSE:WELL) · 7 hours ago
Financial Data Analyst
Plano, TX
Full-time
Onsite
Mid Level
3+ years expWelltower™ Inc. is a global leader in residential wellness and healthcare infrastructure, focused on transforming senior living and wellness-focused real estate. The Financial Data Analyst role involves directing funding, reporting, and tracking of construction projects while maximizing asset value and ensuring adherence to company procedures.
Commercial Real EstateEnergyHealth CareInfrastructureReal Estate
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
Qualification
Required
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
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
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
Preferred
Relevant certifications or advanced degrees may be considered as a plus
A masters degree is preferred
Experience within the healthcare or senior living sectors is advantageous
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
And much more!
Company
Welltower™ Inc. (NYSE:WELL)
Welltower® (NYSE: WELL) provides real estate capital to the world’s leading health and senior care providers to develop the health care infrastructure necessary to keep people well.
501-1000 employees
H1B Sponsorship
Welltower™ Inc. (NYSE:WELL) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (8)
2023 (4)
2022 (2)
2021 (1)
Funding
Current Stage
Public CompanyTotal Funding
$4.82B2024-07-09Post Ipo Debt· $1.03B
2023-11-06Post Ipo Debt· $1.5B
2023-05-08Post Ipo Debt· $1.03B
Leadership Team
Tim McHugh, CFA
Executive Vice President - Chief Financial Officer
Nikhil Chaudhri, CFA
Executive Vice President, Chief Investment Officer
Recent News
Hartford Business Journal
2026-01-07
2026-01-03
2025-12-26
Company data provided by crunchbase