Capital Budget Lead, Real Estate & Senior Living

Welltower, Inc; Frisco (TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Annual bonus

PTO & holidays

Employee stock purchase program

401(k) with profit sharing

Student debt program contribution

Tuition assistance

Medical/Dental/Vision options

Job summary

Welltower, Inc. in Frisco, TX seeks a Capital Budget Specialist to direct funding, reporting and tracking of construction projects for the Capital teams. You’ll verify approvals, follow standard procedures and drive value for our Senior Housing portfolio.

Reports to AVP of Capital Administration with a blend of analysis, budgeting and procurement responsibilities. The role requires 1–2 years in budget/financial analytics, a finance-related degree, and strong organizational and communication

Qualifications

• 1-2 years experience in budget, financial or business analytics.
• Bachelor's Degree in finance, accounting, business administration, or related field.
• 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.
• Ability to work strategically with financial and project management discipline.
• Demonstrated organizational skills and ability to manage multiple projects.
• Computer literacy, knowledge of Outlook, MS Office, PowerPoint, Adobe.

Responsibilities

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

Skills

Budgeting

Financial analytics

Analytical thinking

Time management

Written & verbal communication

Education

Accounting

Finance

General Business

Tools

Yardi

Outlook

MS Office

PowerPoint

Adobe

Job description

Welltower, Inc. in Frisco, TX seeks a Capital Budget Specialist to direct funding, reporting and tracking of construction projects for the Capital teams. You’ll verify approvals, follow standard procedures and drive value for our Senior Housing portfolio.

Reports to AVP of Capital Administration with a blend of analysis, budgeting and procurement responsibilities. The role requires 1–2 years in budget/financial analytics, a finance-related degree, and strong organizational and communication