Smartsheet Solution Analyst (Finance)
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.
ABOUT THE ROLE:
The Smartsheet Solutions Analyst is responsible for supporting project efforts for our Capital Projects. The Smartsheet Solutions Analyst will be responsible for quantitative analysis, reporting, training and addressing related questions and inquiries from internal stakeholders. The Smartsheet Solutions Analyst will manage several projects independently and play an integral role in task automation initiatives.
KEY RESPONSIBILITIES:
- Project Management Support
- Work closely with internal clients to identify areas for improvement and developing and implementing solutions
- Support project prioritization, PMO efforts, and project status reporting
- Document requirements, scope, plan/ timelines, process flows, key decisions, resource needs, and perform initial modeling (e.g. Excel)
- Support the completion of project deliverables
- Organize and support kick-off meetings, status updates, and design workshops
- Lead testing efforts
- Communicate with project stakeholders and organizational leaders
- Implement automation and efficiency initiatives
- Work with the business and technical contacts to scope and execute automation opportunities using SmartSheet
- Improve efficiency of existing systems and processes
- Support internal stakeholders to keep systems updated for changing business needs
- Attend workshops and conferences to comprehend the new software information and implement as needed to improve our process.
- Serve as key technical contact for numerous software applications. Responsibilities may include:
- Drive configuration changes and related testing
- Support the primary business owners on technical questions
- Liaise with internal applications team.
- Support integration of software with other Welltower systems
- Attend Yardi bi-weekly call to solve outstanding issues and check for updates.
- Quantitative Analysis to Support Project Efforts
- Develop business cases to quantify costs and benefits of a project
- Identify baseline KPIs and track improvement throughout project efforts
- Participate and/or lead vendor evaluation and selection efforts with costs/benefits in mind
- Conduct initial business analysis using Excel or other desktop programs
- Reporting
- Maintain enterprise project priority and status
- Analyze operational metric reporting to uncover process improvement opportunities
- Report on application spend, risk, and key dates
- Develop new reports from managed systems to support business needs
- Query and analyze large data sets through ad-hoc query tools such as SQL or application specific query tools
- Training
- Provide Yardi, SmartSheet, other technical training and documentation for key systems to internal stakeholders with varying levels of technical experience.
- Create and update swimlanes for all workflows and processes.
- Create a training package for new hires.
- Lead the training video creation project.
ORGANIZATIONAL RELATIONSHIPS:
The Smartsheet Solutions Analyst is an individual contributor reporting to AVP, Capital Administration. This position will serve as a consultative resource for many departments, including but not limited to Information Management, Business Insights, FP&A and Accounting.
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:
- 2 or more years work experience in Consulting or Project Management related to IT, Finance, Accounting, or similar roles.
- Advanced proficiency in Smartsheet required
- Industry experience and/or demonstrated business acumen in real estate, financial services, or health care preferred.
- Experience with cloud-based, SaaS system configuration preferred (e.g. Salesforce, etc.)
- Education:
- Bachelor's degree in finance, Accounting, IT or related field preferred.
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.
WHAT WE OFFER
- Competitive Base Salary + Annual Bonus
- Generous Paid Time Off and Holidays
- Employee Stock Purchase Program – purchase shares at a 15% discount
- 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
- Comprehensive and progressive Medical/Dental/Vision options
- Professional Growth
- And much more! https://welltower.com/newsroom/careers/
ABOUT WELLTOWER
Welltower® Inc. (NYSE: WELL) an S&P 500 company, is the world's preeminent residential wellness and healthcare infrastructure company. Our portfolio of 1,500+ Seniors and Wellness Housing communities is positioned at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults in the United States, United Kingdom, and Canada. We also seek to support physicians in our Outpatient Medical buildings with the critical infrastructure needed to deliver quality care.
Our real estate portfolio is unmatched, located in highly attractive micro-markets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as a product company in a real estate wrapper driven by relationships and unconventional culture.
Through our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors – our North Star.
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
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
