Capital Budget Specialist

Overview

Manage and track capital project budgets, approvals, and financial reporting.

Key Responsibilities

• budget management
• invoice reconciliation
• report preparation
• purchase order
• yardi system
• financial dashboards

Tasks

-Address budgetary issues, invoice discrepancies, and pricing discrepancies as they arise, ensuring financial integrity throughout project execution. -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. -Prepare ad hoc reports as requested by management. -Participate in annual budget and reforecast processes. -Oversee the purchase order cycle from initiation to completion, ensuring accuracy and timeliness in procurement processes. -Train the project team on budget revision process. -Responsible to audit and submit property assignment changes to IT on regular basis. -Fund all Capital, Redevelopment and Facility budgets using Yardi system. -Maintain and optimize the unit renovation, amenity and common area redevelopment database and processes. -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.

Requirements

• analytical
• bachelor's
• real estate
• ms office
• 2-3 yrs
• project management

What You Bring

-Strong analytical, time-management, attention to detail and accuracy, written and verbal communication skills. -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. -Demonstrated organizational skills and ability to manage multiple projects simultaneously. -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. -Computer literacy, knowledge of Outlook, MS Office, PowerPoint, Adobe. -Ability to make decisions on minor issues in accordance with company policy.

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Benefits

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

About Welltower™ Inc. (Nyse:Well)

-Rebranded to Welltower in 2015 following healthcare real estate expansion. -Operates in the U.S., Canada, and U.K., managing senior housing and outpatient medical facilities. -Structures investments through long-term leases and joint ventures, blending capital with operator expertise. -Focuses on independent living, assisted living, memory care, post-acute rehabilitation, and medical offices. -Leverages post-acute care platform to improve hospital transitions and reduce readmissions.

Sector Specialisms

Security Clearance

-employment contingent upon successful completion of a background check, drug screening, and verification of employment, education, and other credentials.