Strategic Budget Analyst - Real Estate Capital Planning

Welltower™ Inc. (NYSE:WELL); Plano (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading company in wellness real estate located in Plano, Texas, is seeking a Budget Analyst responsible for fund-level capital planning and financial analysis. The role involves overseeing capital budgets, delivering performance analysis, and collaborating with cross-functional teams to support project execution. Candidates should have 2-3 years of experience in financial analysis, preferably in the real estate sector, and possess strong analytical and communication skills. The position offers a dynamic work environment with opportunities for growth.

Qualifications

• 2-3 years of experience in financial analysis or business analytics in the real estate industry.
• Bachelor's degree in finance, accounting, business administration, or a related field.
• Strong background in real estate, particularly in capital projects management.

Responsibilities

• Participate in the annual fund budgeting and reforecasting processes.
• Aggregate and analyze project- and component-level cost data for financial analysis.
• Work with Asset Management Team to analyze portfolio-level performance.

Skills

Analytical skills

Attention to detail

Written communication

Verbal communication

Time-management

Decision-making

Education

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

Tools

MS Office

PowerPoint

Adobe

Smartsheet

SharePoint

Job description

A leading company in wellness real estate located in Plano, Texas, is seeking a Budget Analyst responsible for fund-level capital planning and financial analysis. The role involves overseeing capital budgets, delivering performance analysis, and collaborating with cross-functional teams to support project execution. Candidates should have 2-3 years of experience in financial analysis, preferably in the real estate sector, and possess strong analytical and communication skills. The position offers a dynamic work environment with opportunities for growth.