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WelltowerPosted 1 month ago

Capital Budget Specialist

$31,200–$31,200 year

On-sitePlano, Texas, United States

Full TimeBachelors DegreeMedium

Job Summary

Develop and maintain comprehensive financial dashboards to evaluate performance metrics, identify variances, and provide commentary to management. Fund all Capital, Redevelopment, and Facility budgets using the Yardi system, reviewing and approving revisions daily while ensuring supporting documents and approvals are obtained. Address budgetary issues, invoice discrepancies, and pricing errors to ensure financial integrity throughout project execution. Oversee the purchase order cycle from initiation to completion, verify and close out jobs monthly, and reconcile the p-card for the SHO Team. Train the project team on the budget revision process and audit property assignment changes submitted to IT.

Required Qualifications

  • 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
  • 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
  • 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

Desired Qualifications

  • Relevant certifications or advanced degrees
  • Experience in Real Estate Industry: A strong background in the real estate industry, particularly in capital projects management, or property management
  • Experience within the healthcare or senior living sectors

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