Budget Analyst

Welltower™ Inc. (NYSE:WELL) • Plano, TX

9h

About The Position

At Welltower, we’re transforming how the world thinks about senior living and
wellness-focused real estate. As a global leader in residential wellness and
healthcare infrastructure, we create vibrant, purpose-driven communities where
housing, healthcare, and hospitality converge. Our culture is fast-paced,
collaborative, and endlessly ambitious—guided by our mantra: The only easy day
was yesterday.

We’re looking for bold, independent thinkers who thrive on challenge, embrace
complexity, and are driven to deliver long-term value. Every team member is
empowered to think like an owner, innovate fearlessly, and lead from where they
stand. If you're passionate about outcomes and inspired by the opportunity to
shape the future of healthcare infrastructure, we want you on our best-in-class
team.

SUMMARY

Budget Analyst is responsible for fund-level capital planning, funding
execution, and financial analysis in support of portfolio performance and
investment objectives. The role oversees the funding and approval of capital,
redevelopment, and facility budgets; oversees purchase orders and budget
revisions; and delivers financial modeling, reporting, and performance analysis
to support capital allocation and value creation decisions. The analyst ensures
compliance with established approval frameworks and financial controls while
partnering with Capital and cross-functional teams to align project execution
with fund return targets. This role requires strong judgment, analytical rigor,
and the ability to manage complex, dynamic workflows. Reports to the Budget
Manager, Capital Administration.

Requirements

• Minimum of 2-3 years’ experience in financial analysis or business analytics, real estate industry required and experience in the multifamily sector is highly preferred.
• Bachelor's Degree: A bachelor's degree in finance, accounting, business administration, or a 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: A strong background in the real estate industry, particularly in capital projects management, or property management, is highly desirable. Experience within the healthcare or senior living sectors is advantageous.
• Ability to work strategically and with significant 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

• Participate in the annual fund budgeting and reforecasting processes at the direction of the Sr Director
• Aggregate and analyze project- and component-level cost data to support fund-level financial analysis and decision-making
• Work with Asset Management Team to analyze portfolio-level performance and partner with Capital teams to ensure projects align with fund financial objectives and return targets.
• Develop (at the direction of the Sr. Director and with Capital Solutions and Operations Finance) tracking tools and perform variance analysis to support performance / spend monitoring and strategic decision-making.
• At direction of Sr Director, assist in development of, and own recurring delivery of, monthly, quarterly, and annual fund-level financial dashboards and tracking tools.
• Apply a data-driven, value-oriented approach to portfolio management by evaluating revenue opportunities and supporting major capital investment decisions
• Prepare ad hoc financial analyses and reporting for senior management
• Oversight and Ownership of the Capital Diligence / Acquisition Tracker workspace in Smartsheet, including updating of deal timing, and cataloging of all associated attachments and supporting documentation.
• Track and document open deal issues and follow-up items to support timely resolution throughout the diligence process
• Facilitate cross-functional communication among internal stakeholders, operators, and vendors to ensure alignment during diligence
• Coordinate property site visits with Capital Diligence (CD) and IT (Investment Team) Deal team members
• Support the development and ongoing maintenance of 10-year capital plans for new acquisitions and existing fund assets
• Assist in developing and refining capital expenditure scopes and budgets in collaboration with Operators, Capital Projects, and Asset Management teams
• Collect, organize, and maintain property condition reports, compliance documentation, and capital expenditure materials within Smartsheet and SharePoint
• Prepare and deliver comprehensive post-closing handoff packages to Capital Projects and Asset Management teams

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level