Capital Projects Finance Specialist – Dashboards, Budgets & Yardi

Welltower™ Inc. (NYSE:WELL); Frisco (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary + annual bonus

Employee Stock Purchase Program – 15%+

Employer-matching 401(k) + Profit-Shar

Student Debt Program – up to $10,000

Tuition Assistance Program

Comprehensive Medical/Dental/Vision

Job summary

Welltower is seeking a Capital Financial Specialist to manage budgets, reporting, and tracking for construction projects. You will drive dashboards, verify approvals, and help ensure value delivery for the Senior Housing portfolio.

The role requires 1–2 years in budget/financial analytics, a finance-related bachelor's degree, and strong analytical and communication skills. Extensive use of Yardi, MS Office, and Outlook is expected.

Qualifications

• Minimum of 1-2 years experience in budget, financial or business analytics.
• Bachelor’s degree in finance, accounting, business administration, or a related field is typically required.
• 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: capital projects management or property management; healthcare/senior living sector advantageous.
• Ability to work strategically with 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.

Responsibilities

• Develop and maintain comprehensive weekly, monthly, quarterly, and annual financial dashboards to evaluate performance metrics, identify variances and outliers, and provide insightful commentary to management.
• Fund all Capital, Redevelopment and Facility budgets using Yardi system.
• Review and approve budget revisions on daily basis; ensure all supporting documents are attached and approvals obtained; ensure workflow meets policy.
• Address budgetary issues, invoice discrepancies, and pricing discrepancies as they arise, ensuring financial integrity throughout project execution.
• Responsible to review, verify and close out jobs on monthly basis.
• Fund and allocate costs to pay for Operator Fee and SHO special projects’ invoices on monthly basis.
• Reconcile company p-card for the SHO Team.
• Audit and submit property assignment changes to IT on regular basis.
• Train the project team on budget revision process.
• Oversee the purchase order cycle from initiation to completion, ensuring accuracy and timeliness in procurement processes.

Skills

Analytical skills

Time management

Attention to detail

Communication (written & verbal)

Education

Bachelor's degree in Finance / Accounting / Business Administration

Tools

Outlook

MS Office

PowerPoint

Adobe

Job description

Welltower is seeking a Capital Financial Specialist to manage budgets, reporting, and tracking for construction projects. You will drive dashboards, verify approvals, and help ensure value delivery for the Senior Housing portfolio.

The role requires 1–2 years in budget/financial analytics, a finance-related bachelor's degree, and strong analytical and communication skills. Extensive use of Yardi, MS Office, and Outlook is expected.