Financial Data Analyst

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.

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.

• 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, compile 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.

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.

• 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 master's 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…