Capital Budget Specialist

Welltower Careers • Frisco, TX

2d

About The Position

The Capital Budget Specialist directs the funding, reporting, and tracking of construction projects for the Capital teams. The role verifies that required approvals have been obtained and that company procedures are followed, supporting value and performance for the Senior Housing portfolio. It relies on experience and judgment to plan and accomplish goals and involves a variety of complex tasks requiring some creativity and latitude. The position reports to the AVP of Capital Administration.

Requirements

• At least 1–2 years of experience in budget, financial, or business analytics.
• Bachelor’s degree in finance, accounting, business administration, or a related field.
• Ability to make decisions on minor issues in accordance with company policy.
• Strong analytical, time-management, attention-to-detail, accuracy, written communication, and verbal communication skills.
• Ability to work strategically and apply financial and project-management discipline to ensure execution.
• Organizational skills and ability to manage multiple projects simultaneously.
• Computer literacy and knowledge of Outlook, Microsoft Office, PowerPoint, and Adobe.
• Successful completion of a background check, drug screening, and verification of employment, education, and other relevant credentials.

Nice To Haves

• Relevant certifications or advanced degrees.
• Strong real estate industry background, particularly in capital projects management or property management.
• Experience in healthcare or senior living sectors.

Responsibilities

• Develop and maintain weekly, monthly, quarterly, and annual financial dashboards to evaluate performance metrics, identify variances and outliers, and provide commentary to management.
• Fund Capital, Redevelopment, and Facility budgets using the Yardi system.
• Review and approve budget revisions daily.
• Ensure supporting documents are attached, necessary approvals are obtained, and workflows comply with company policies and approval thresholds.
• Address budgetary issues, invoice discrepancies, and pricing discrepancies during project execution.
• Review, verify, and close out jobs monthly.
• Fund and allocate costs for Operator Fee and SHO special-project invoices monthly.
• Reconcile the company p-card for the SHO Team.
• Audit and submit property assignment changes to IT regularly.
• Train the project team on the budget revision process.
• Oversee purchase orders from initiation through completion, ensuring accuracy and timeliness.

Benefits

• Competitive base salary and annual bonus
• Generous paid time off and holidays
• Employee Stock Purchase Program with shares available at a 15% discount
• Employer-matching 401(k) program and profit-sharing program
• Student Debt Program contributions of up to $10,000 toward student loans
• Tuition assistance program
• Medical, dental, and vision options
• Professional growth

What This Job Offers

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