Capital Budget Specialist at Welltower™ Inc. (Nyse:Well) in Plano, TX | Kablio

Role

Description

financial dashboards

purchase orders

yardi funding

p-card reconciliation

budget approvals

job closeout

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.
Train the project team on budget revision process.
Oversee the purchase order cycle from initiation to completion, ensuring accuracy and timeliness in procurement processes.
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.
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.
Responsible to audit and submit property assignment changes to IT on regular basis.
Fund all Capital, Redevelopment and Facility budgets using Yardi system.
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.

Requirements

bachelor's

ms office

financial analytics

analytical

communication

real estate

Ability to make decisions on minor issues in accordance with company policy.
Minimum of 1-2 years experience in budget, financial or business analytics
Demonstrated organizational skills and ability to manage multiple projects simultaneously.
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 work strategically and with significant financial and project management discipline to ensure flawless execution.
Strong analytical, time-management, attention to detail and accuracy, written and verbal communication skills.
Computer literacy, knowledge of Outlook, MS Office, PowerPoint, Adobe.
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

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

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

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

Company

Overview

Founded in 1970

Year Established

The company was originally established in 1970 as Health Care Fund, marking its entry into the healthcare real estate sector.

2,000+ Professionals

Real Estate Experts

The company employs over 2,000 real estate professionals, underscoring its expertise in healthcare real estate management and development.

1,500+ Communities

Senior Housing Locations

Manages over 1,500 senior housing communities, reflecting its extensive portfolio in aging care facilities across the U.S., Canada, and U.K.

$1.7B Investment

Recent Capital Injection

Invested $1.7 billion in senior housing demand, highlighting significant financial commitment to expanding resources for aging populations.

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.

Culture + Values

Intellectually curious, open‑minded, and voracious learners
Mutual respect, humility, frugality, stoicism, and a strong work ethic
Operate with a sense of healthy paranoia, take nothing for granted and always focus on moving forward
Adaptable – not the strongest or most intelligent, but most responsive to change
Owners, not managers
Iconoclasts with a flair for ingenuity and a win/win attitude
Built with an outsider mindset – get it right, not be right
Ethos of entrepreneurship – exist to help other entrepreneurs succeed
Culture of resilience – tackle crises with grit and tenacity
Laser‑focused on what we can control to extend growth
Act quickly when prudent, with patience as network effect grows
Never cut corners in how we deal with owners, customers, and employees
Extreme excellence to create true residual alpha for owners
Culture of 'delayed gratification gene' – sacrificing immediate rewards for larger future gains
Culture of 'fiduciary responsibility gene' – prioritizing owners’ interests above our own
Leaders model trust, shared sacrifice, unity of purpose, mirrored reciprocation

Environment + Sustainability

28% Emissions Target

SBTi-Approved GHG Reduction

Aims to reduce Scope 1 & 2 GHG emissions by 28% by 2030 over a 2019 baseline.

25% Intensity Reduction

2024 Goal for GHG Emissions

Aims to reduce GHG emissions intensity by 25% by 2030 over a 2023 baseline.

$1.04B Green Bond Proceeds

Funding Environmental Initiatives

Allocated $1.04 billion from green bond issuances toward sustainability projects.

65M kWh Green Power

Renewable Energy Utilization

Used over 65 million kWh of green power in 2023.

Reduced Scope 1 & 2 emissions by 12.2% and energy usage by 11.0% over a 2018 baseline ahead of 2025 target.
Utilized 51.6 million kWh renewable energy in 2023 (doubled green power vs prior year).
Awarded ENERGY STAR® Partner of the Year (fifth consecutive year) with Sustained Excellence status.
349 green building certifications in 2023 (+150% vs 2022).
Maintained top 30% ISS QualityScore ranking in environmental & social, Prime ISS ESG rating.
Ranked #1 for corporate governance among US REITs by Green Street Advisors.

Inclusion & Diversity

1:1 Gender Parity

Maintained Balance

The organization maintains equal representation of genders across all levels of the company.

Five Consecutive Years

Named to Bloomberg GEI

Recognized in the Bloomberg Gender‑Equality Index for five consecutive years.

7 Employee Groups

Hosted Events

Supported seven employee network groups in hosting speaker sessions, book clubs, and events to foster diversity and inclusion.

+4%

Employee Engagement Score

Completed a company‑wide employee engagement survey with an overall favorable score that exceeds the benchmark by +4 percentage points.

Formally Relaunched Diversity Council with updated goals and leadership team sponsors
U.S. EEO‑1 report published annually with workforce breakdown by gender and race for various roles including Exec/Sr Officials & Managers, Professionals, etc.

Articles

Senior Living Product Overview

Wellness Housing Concept

Corporate Giving & Volunteerism

Guardian: Care UK sold to Welltower

Role

Description

financial dashboards

purchase orders

yardi funding

p-card reconciliation

budget approvals

job closeout

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.
Train the project team on budget revision process.
Oversee the purchase order cycle from initiation to completion, ensuring accuracy and timeliness in procurement processes.
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.
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.
Responsible to audit and submit property assignment changes to IT on regular basis.
Fund all Capital, Redevelopment and Facility budgets using Yardi system.
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.

Requirements

bachelor's

ms office

financial analytics

analytical

communication

real estate

Ability to make decisions on minor issues in accordance with company policy.
Minimum of 1-2 years experience in budget, financial or business analytics
Demonstrated organizational skills and ability to manage multiple projects simultaneously.
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 work strategically and with significant financial and project management discipline to ensure flawless execution.
Strong analytical, time-management, attention to detail and accuracy, written and verbal communication skills.
Computer literacy, knowledge of Outlook, MS Office, PowerPoint, Adobe.
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

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

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

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

Company

Overview

Founded in 1970

Year Established

The company was originally established in 1970 as Health Care Fund, marking its entry into the healthcare real estate sector.

2,000+ Professionals

Real Estate Experts

The company employs over 2,000 real estate professionals, underscoring its expertise in healthcare real estate management and development.

1,500+ Communities

Senior Housing Locations

Manages over 1,500 senior housing communities, reflecting its extensive portfolio in aging care facilities across the U.S., Canada, and U.K.

$1.7B Investment

Recent Capital Injection

Invested $1.7 billion in senior housing demand, highlighting significant financial commitment to expanding resources for aging populations.

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.

Culture + Values

Intellectually curious, open‑minded, and voracious learners
Mutual respect, humility, frugality, stoicism, and a strong work ethic
Operate with a sense of healthy paranoia, take nothing for granted and always focus on moving forward
Adaptable – not the strongest or most intelligent, but most responsive to change
Owners, not managers
Iconoclasts with a flair for ingenuity and a win/win attitude
Built with an outsider mindset – get it right, not be right
Ethos of entrepreneurship – exist to help other entrepreneurs succeed
Culture of resilience – tackle crises with grit and tenacity
Laser‑focused on what we can control to extend growth
Act quickly when prudent, with patience as network effect grows
Never cut corners in how we deal with owners, customers, and employees
Extreme excellence to create true residual alpha for owners
Culture of 'delayed gratification gene' – sacrificing immediate rewards for larger future gains
Culture of 'fiduciary responsibility gene' – prioritizing owners’ interests above our own
Leaders model trust, shared sacrifice, unity of purpose, mirrored reciprocation

Environment + Sustainability

28% Emissions Target

SBTi-Approved GHG Reduction

Aims to reduce Scope 1 & 2 GHG emissions by 28% by 2030 over a 2019 baseline.

25% Intensity Reduction

2024 Goal for GHG Emissions

Aims to reduce GHG emissions intensity by 25% by 2030 over a 2023 baseline.

$1.04B Green Bond Proceeds

Funding Environmental Initiatives

Allocated $1.04 billion from green bond issuances toward sustainability projects.

65M kWh Green Power

Renewable Energy Utilization

Used over 65 million kWh of green power in 2023.

Reduced Scope 1 & 2 emissions by 12.2% and energy usage by 11.0% over a 2018 baseline ahead of 2025 target.
Utilized 51.6 million kWh renewable energy in 2023 (doubled green power vs prior year).
Awarded ENERGY STAR® Partner of the Year (fifth consecutive year) with Sustained Excellence status.
349 green building certifications in 2023 (+150% vs 2022).
Maintained top 30% ISS QualityScore ranking in environmental & social, Prime ISS ESG rating.
Ranked #1 for corporate governance among US REITs by Green Street Advisors.

Inclusion & Diversity

1:1 Gender Parity

Maintained Balance

The organization maintains equal representation of genders across all levels of the company.

Five Consecutive Years

Named to Bloomberg GEI

Recognized in the Bloomberg Gender‑Equality Index for five consecutive years.

7 Employee Groups

Hosted Events

Supported seven employee network groups in hosting speaker sessions, book clubs, and events to foster diversity and inclusion.

+4%

Employee Engagement Score

Completed a company‑wide employee engagement survey with an overall favorable score that exceeds the benchmark by +4 percentage points.

Formally Relaunched Diversity Council with updated goals and leadership team sponsors
U.S. EEO‑1 report published annually with workforce breakdown by gender and race for various roles including Exec/Sr Officials & Managers, Professionals, etc.

Articles

Senior Living Product Overview

Wellness Housing Concept

Corporate Giving & Volunteerism

Guardian: Care UK sold to Welltower