Budget Specialist

Welltower™ Inc. (NYSE:WELL)•Plano, TX

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. JOB SUMMARY Capital Budget Specialist directs the funding, reporting, and tracking of construction projects for the Capital teams. Verifies all necessary approvals have been obtained and ensures that standard company procedures are followed. Drive value and deliver best in class performance for Senior Housing portfolio. Relies on experience and judgment to plan and accomplish goals. Performs a variety of complex tasks. A certain degree of creativity and latitude is required. Reports to AVP of Capital Administration.

Requirements

Minimum of 1-2 years experience in budget, financial or business analytics
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 preferred: 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

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 necessary approvals have been obtained, ensure workflow meets company’s policy and approval thresholds.
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.
Responsible to 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.

Benefits

Competitive Base Salary + Annual Bonus
Generous Paid Time Off and Holidays
Employee Stock Purchase Program – purchase shares at a 15% discount
Employer-matching 401(k) Program + Profit Sharing Program
Student Debt Program – we’ll contribute up to $10,000 towards your student loans!
Tuition Assistance Program
Comprehensive and progressive Medical/Dental/Vision options
Professional Growth
And much more!

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