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

The Capital Budget Specialist supports the funding and tracking of construction and capital projects. This role manages job funding, budget revisions, purchase orders, and related project activities while working closely with Project Managers and cross-functional teams.

The Capital Budget Specialist ensures requests are accurate, properly documented, appropriately approved, and completed in a timely manner. This position verifies that required approvals are obtained and established company procedures and internal controls are followed. The role requires strong attention to detail, analytical skills, sound judgment, and the ability to manage multiple priorities. Reports to the Capital Accounting Manager.

KEY RESPONSIBILITIES

• Review and process new job funding, budget revisions, and purchase order requests.
• Address budget and category issues through budget analysis.
• Verify requests have the appropriate supporting documentation and approvals.
• Ensure project information and supporting documentation are accurate and up to date.
• Complete assigned requests within established turnaround times.
• Communicate effectively and professionally with Project Managers and cross-functional teams to address questions, clarify requirements, resolve discrepancies, and communicate required updates.
• Assist with project updates and job closeout activities.
• Follow established policies, procedures, approval requirements, and internal controls.
• Contribute to reporting and process improvements.
• Participate in team initiatives and special projects as needed.

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

• Bachelor's degree in Accounting, Business Administration, or a related field is typically required. Relevant certifications or advanced degrees are a plus.
• Minimum 1-2 years of experience in budgeting, accounting, business administration, capital projects, or a related field.
• Experience in the real estate industry, particularly in capital projects, construction, or property management, is preferred. Experience in healthcare or senior living is a plus.
• Experience with Yardi and Smartsheet is a plus.
• Excellent attention to detail and accuracy.
• Ability to quickly learn, adapt to, and follow new processes, procedures, and information in a changing environment.
• Ability to manage multiple priorities and meet deadlines in a high-volume environment.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively with cross-functional teams.
• Strong organizational skills, with the ability to follow established processes and maintain accurate documentation.
• Ability to make decisions on minor issues in accordance with company policy.
• Advanced proficiency in Microsoft Excel, including experience working with data and reports.
• Proficiency with Microsoft Office applications, including Outlook, Excel, Word, and PowerPoint; Adobe experience is a plus.

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
• 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! https://welltower.com/newsroom/careers/

ABOUT WELLTOWER

Welltower Inc. (NYSE: WELL) an S&P 500 company, is the world's preeminent residential wellness and healthcare infrastructure company. Our portfolio of 1,500+ Seniors and Wellness Housing communities is positioned at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults in the United States, United Kingdom, and Canada. We also seek to support physicians in our Outpatient Medical buildings with the critical infrastructure needed to deliver quality care.

Our real estate portfolio is unmatched, located in highly attractive micro-markets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as a product company in a real estate wrapper driven by relationships and unconventional culture.

Through our disciplined approach to capital allocation powered by our data science platform and superior operating results driven by the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors - our North Star.

Welltower is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. EOE/AA. Minority/Female/Sexual Orientation/Gender Identity/Disability/Vet