Capital Planning Analyst, Senior Living & Healthcare

Welltower™ Inc. (NYSE:WELL); Plano (TX); On-site; USD 65,000 - 80,000; Full time

Job summary

A leading real estate investment company is seeking a Budget Analyst in Plano, TX. This role involves fund-level capital planning, financial analysis for portfolio performance, and managing budget approvals. The ideal candidate has 2-3 years of experience in financial analysis, preferably in the real estate sector, and holds a Bachelor's Degree in finance or a related field. Strong analytical and organizational skills are vital, with proficiency in tools like Smartsheet and MS Office. The position offers the opportunity to shape financial strategies in a collaborative, fast-paced environment.

Qualifications

• 2-3 years of experience in financial analysis or business analytics in the real estate industry.
• Strong analytical and time-management skills.
• Experience in capital projects management or property management.

Responsibilities

• Participate in annual fund budgeting and reforecasting processes.
• Analyze project and component-level cost data for financial analysis.
• Develop financial dashboards and tracking tools at the direction of the Sr. Director.

Skills

Financial analysis

Business analytics

Attention to detail

Communication skills

Project management

Education

Bachelor's Degree in finance, accounting, or related field

Tools

MS Office

Smartsheet

Adobe

Job description

A leading real estate investment company is seeking a Budget Analyst in Plano, TX. This role involves fund-level capital planning, financial analysis for portfolio performance, and managing budget approvals. The ideal candidate has 2-3 years of experience in financial analysis, preferably in the real estate sector, and holds a Bachelor's Degree in finance or a related field. Strong analytical and organizational skills are vital, with proficiency in tools like Smartsheet and MS Office. The position offers the opportunity to shape financial strategies in a collaborative, fast-paced environment.