Welltower™ Inc. (NYSE:WELL) · 14 hours ago
Capital Budget Specialist
Plano, TX
Full-time
Onsite
Entry Level
1+ years expWelltower Inc. is a global leader in residential wellness and healthcare infrastructure, transforming senior living and wellness-focused real estate. The Capital Budget Specialist directs the funding, reporting, and tracking of construction projects for the Capital teams, ensuring compliance with company procedures and driving value for the Senior Housing portfolio.
Commercial Real EstateEnergyHealth CareInfrastructureReal Estate
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
Qualification
Required
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
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
Preferred
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
Benefits
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!
Company
Welltower™ Inc. (NYSE:WELL)
Welltower® (NYSE: WELL) provides real estate capital to the world’s leading health and senior care providers to develop the health care infrastructure necessary to keep people well.
501-1000 employees
H1B Sponsorship
Welltower™ Inc. (NYSE:WELL) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (8)
2023 (4)
2022 (2)
2021 (1)
Funding
Current Stage
Public CompanyTotal Funding
$4.82B2024-07-09Post Ipo Debt· $1.03B
2023-11-06Post Ipo Debt· $1.5B
2023-05-08Post Ipo Debt· $1.03B
Leadership Team
Tim McHugh, CFA
Executive Vice President - Chief Financial Officer
Nikhil Chaudhri, CFA
Executive Vice President, Chief Investment Officer
Recent News
Hartford Business Journal
2026-01-07
2026-01-03
2025-12-26
Company data provided by crunchbase