Financial Operations Coordinator

Full Time
Dallas, TX 75225
Posted
Job description

JOB SUMMARY

Primarily supports Finance Operations group with a wide range of administrative and operational functions of the Outpatient Medical (OM) platform, Real Estate Services (RES) Finance, as well as delivering the OM Service Promise. Has the ability to proactively solve problems, utilize good judgment in planning activities, communicate effectively and conduct themselves in a professional manner.

KEY RESPONSIBILITIES

  • Support Outpatient Medical Finance Operations team with operational issues, general administrative duties and Portfolio management, as needed, to ensure all aspects function in a smooth and efficient manner.
  • Communicates frequently and maintains excellent relationships with Welltower leadership and team members, partners, owners, vendors and contractors via telephone, in-person, and electronic communication.
  • Implement, Maintain and improve labor hour billing program by property. Build monthly reports including variance comparison between UKG and Work Orders and train all users and lead efforts to implement and maintain program.
  • Compile, analyze and provide variance analysis for property level data and consolidate to create portfolio reporting. Work and communicate cross functionally to ensure accuracy in portfolio financial reporting requirements.
  • Review proposals and complete contracts for Portfolio projects and services at the properties. Ongoing maintenance of National Contracts to ensure invoices adhere to contracts and are updated accordingly with acquisitions and dispositions.
  • Research, review, code and process vendor payments, including Portfolio vendors, and process expense reports Code and submit expenses in Concur and Tungsten.
  • Review all software system information to highlight compliance to company standards and report any deficiencies to the Finance Operations Leader. Lead collaboration efforts with other WELL departments to automate and streamline data integration and file uploads.
  • Implement, maintain and improve the collection and aggregation of data pertaining to cost, quality, schedules and customer service metrics. Compose written comparison analysis and results.
  • Perform high-level administrative work including frequent complex and confidential items. Organizing, scheduling, coordinating, researching, compiling, and exchanging information. Also, will involve developing help tools to support meetings, training events and/or policies and procedures.
  • Track and document results pertaining to utility, real estate tax, purchasing and other initiatives involving the entire OM platform. Performs ad hoc analysis as required.

OTHER DUTIES

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.

TRAVEL

Some out-of-area and overnight travel may be expected.

MINIMUM REQUIREMENTS

Experience: Minimum of three years of experience in real estate and/or finance, preferred. Previous real estate financial modeling experience, preferred. Strong proficiency in MS Excel required.

Education: Bachelor’s Degree required, preferably in Finance or Business Administration


WHAT WE OFFER

  • Flexible schedule: Monday-Thursday in office, Friday’s optional to work remote
  • 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
  • Summer Hours Program
  • And much more! https://welltower.com/newsroom/careers/

ABOUT WELLTOWER

Welltower, an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate and infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower, a real estate investment trust ("REIT"), owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing, post-acute communities and outpatient medical properties. More information is available at www.welltower.com

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.

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