Capital Budget Specialist

WELLTOWER - REIMAGINE REAL ESTATE WITH US

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.

KEY 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.

* Maintain and optimize the unit renovation, amenity and common area redevelopment database and processes.

* Participate in annual budget and reforecast processes.

* Prepare ad hoc reports as requested by management.

* 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.

OTHER DUTIES

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of this employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

MINIMUM REQUIREMENTS

* Minimum of 2-3 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 with in 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.

Employment is contingent upon the successful completion of a background check, drug screening, and verification of employment, education, and other credentials relevant to the position.

WHAT WE OFFER

* Competitive Base Salary + Annual Bonus

* Generous Paid Time Off and Holidays

* Employee Stock Purchase Program - purchase shares at a 15% discount

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