Budget Analyst

Welltower Refresh 2025; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Welltower is seeking a Budget Analyst to drive fund-level capital planning, funding execution, and financial analysis for our senior living and wellness-focused real estate portfolio. The role oversees budgets, purchasing, and financial controls while partnering with Capital and cross-functional teams.

The ideal candidate will have 2–3 years of financial analysis experience in real estate, strong analytical and communication skills, and a Bachelor's degree in a related field.

Qualifications

• 2–3 years of financial analysis or business analytics experience, real estate background preferred.
• Bachelor's degree in finance, accounting, business administration, or related field.
• Strong analytical, time-management, and communication skills.
• Experience with capital budgeting and fund-level financial analysis is a plus.

Responsibilities

• Participate in annual budgeting and reforecasting for the fund.
• Aggregate and analyze project-level cost data for fund-level analysis.
• Collaborate with Asset Management and Capital teams to align projects with fund objectives.
• Develop tracking tools and perform variance analysis to support performance.
• Create monthly, quarterly, and annual fund-level dashboards.
• Evaluate revenue opportunities and support major capital investments.
• Prepare ad hoc financial analyses and reports for senior management.

Skills

Analytical thinking

Time management

Attention to detail

Written and verbal communication

Decision making

Education

Bachelor's degree in finance, accounting, business administration, or related field

Tools

Outlook

MS Office

PowerPoint

Adobe

Job description

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.

SUMMARY

Budget Analyst is responsible for fund-level capital planning, funding execution, and financial analysis in support of portfolio performance and investment objectives. The role oversees the funding and approval of capital, redevelopment, and facility budgets; oversees purchase orders and budget revisions; and delivers financial modeling, reporting, and performance analysis to support capital allocation and value creation decisions. The analyst ensures compliance with established approval frameworks and financial controls while partnering with Capital and cross-functional teams to align project execution with fund return targets. This role requires strong judgment, analytical rigor, and the ability to manage complex, dynamic workflows. Reports to the Senior Director, Capital Projects.

KEY RESPONSIBILITIES

Seniors Housing Fund I

• Participate in the annual fund budgeting and reforecasting processes at the direction of the Sr Director
• Aggregate and analyze project- and component-level cost data to support fund-level financial analysis and decision-making
• Work with Asset Management Team to analyze portfolio-level performance and partner with Capital teams to ensure projects align with fund financial objectives and return targets.
• Develop (at the direction of the Sr. Director and with Capital Solutions and Operations Finance) tracking tools and perform variance analysis to support performance / spend monitoring and strategic decision-making.
• At direction of Sr Director, assist in development of, and own recurring delivery of,monthly, quarterly, and annual fund-level financial dashboards and tracking tools.
• Apply a data-driven, value-oriented approach to portfolio management by evaluating revenue opportunities and supporting major capital investment decisions
• Prepare ad hoc financial analyses and reporting for senior management

Acquisition Diligence

• Oversight and Ownership of the Capital Diligence / Acquisition Tracker workspace in Smartsheet, including updating of deal timing, and cataloging of all associated attachments and supporting documentation.
• Track and document open deal issues and follow-up items to support timely resolution throughout the diligence process
• Facilitate cross-functional communication among internal stakeholders, operators, and vendors to ensure alignment during diligence
• Coordinate property site visits with Capital Diligence (CD) and IT (Investment Team) Deal team members
• Support the development and ongoing maintenance of 10-year capital plans for new acquisitions and existing fund assets
• Assist in developing and refining capital expenditure scopes and budgets in collaboration with Operators, Capital Projects, and Asset Management teams
• Collect, organize, and maintain property condition reports, compliance documentation, and capital expenditure materials within Smartsheet and SharePoint
• Prepare and deliver comprehensive post-closing handoff packages to Capital Projects and Asset Management teams

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

• Minimum of 2-3 years’ experience in financial analysis or business analytics, real estate industry required and experience in the multifamily sector is highly preferred.
• Bachelor's Degree: A bachelor's degree in finance, accounting, business administration, or a related field is typically required. Relevant certifications or advanced degrees may be considered as a plus.
• 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.

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