Capital Budget & Analytics Specialist

Welltower™ Inc. (NYSE:WELL); Frisco (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

PTO & holidays

Stock Purchase Program

401(k) with Profit Sharing

Student Debt Assistance

Tuition Assistance

Medical/Dental/Vision

Job summary

Welltower Inc. in Frisco, TX is seeking a Capital Accounting Specialist to direct funding, reporting, and tracking of construction projects for the Capital teams. You will verify approvals, ensure procedures are followed, and drive value for the Senior Housing portfolio.

Reports to the AVP of Capital Administration. You will develop dashboards, fund budgets using Yardi, review revisions, and address issues to maintain financial integrity across multiple projects.

Qualifications

• Minimum of 1-2 years experience in budget, financial or business analytics.
• Bachelor's Degree in finance, accounting, business administration, or 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 preferred; healthcare or senior living sectors advantageous.

Responsibilities

• Develop and maintain comprehensive dashboards to evaluate performance metrics and provide commentary to management.
• Fund all Capital, Redevelopment and Facility budgets using Yardi.
• Review and approve budget revisions and ensure approvals and documents are in order.
• Address budgetary issues, invoice discrepancies, and pricing discrepancies to maintain financial integrity.
• Review, verify and close out jobs on monthly basis.
• Fund and allocate costs for Operator Fee and SHO projects on monthly basis.
• Reconcile company p-card for SHO Team.
• Audit and submit property assignment changes to IT regularly.
• Train the project team on budget revision processes.
• Oversee the purchase order cycle from initiation to completion, ensuring accurate procurement.

Skills

Budgeting

Financial analysis

Time management

Communication

Attention to detail

Education

Bachelor's Degree in Finance/Accounting/Business Admin

Tools

Yardi

MS Office

PowerPoint

Adobe

Outlook

Job description

Welltower Inc. in Frisco, TX is seeking a Capital Accounting Specialist to direct funding, reporting, and tracking of construction projects for the Capital teams. You will verify approvals, ensure procedures are followed, and drive value for the Senior Housing portfolio.

Reports to the AVP of Capital Administration. You will develop dashboards, fund budgets using Yardi, review revisions, and address issues to maintain financial integrity across multiple projects.