Bachelor's degree in Finance, Business, Engineering, Real Estate, Analytics, Data Science, or a related field.
5+ years of experience in capital planning, FP&A, portfolio analytics, or related fields.
Proven ability to create complex forecasts and management reports using large datasets.
Experience in translating business objectives into scalable processes and measurable outcomes.
Strong analytical, financial, and communication skills, with a focus on executive-level recommendations.
Ability to lead cross-functional teams and manage multiple priorities independently.
Preferred experience in healthcare real estate or capital-intensive operations.
Responsibilities
Administer annual and multi-year capital planning and forecasting processes.
Develop portfolio-level forecasts for capital needs and monitor budget variances.
Maintain recurring capital reporting for senior leadership, highlighting key metrics.
Produce periodic reports on capital pipeline, forecast accuracy, and project progress.
Perform scenario analysis to evaluate funding levels and investment strategies.
Continuously improve capital prioritization methodologies and maintain documentation.
Integrate various risk factors into capital analysis for informed decision-making.
Prepare concise analyses and recommendations for capital review and planning discussions.
Develop models supporting lifecycle planning and capital program effectiveness.
Serve as the primary business owner for capital planning and forecasting capabilities.
Benefits
Competitive compensation package with annual bonus opportunity.
Comprehensive benefits package including health and wellness programs.
Opportunities for professional development and career advancement.
Full Job Description
Manager, Capital Reporting & Analytics
Healthcare Realty is seeking a Manager, Capital Reporting & Analytics at our Nashville headquarters. This role leads capital reporting, forecasting, analytics, and process development to support the Company’s capital investment strategy. Partnering with Engineering, Construction Management, Asset Management, Finance, and Technology teams, the position delivers data-driven insights, performance reporting, and decision support to help prioritize projects, measure outcomes, and optimize capital investments across the portfolio.
We offer a competitive compensation package, including an annual bonus opportunity and comprehensive benefits. To learn more about our benefits, visit www.healthcarerealty.com/careers.
Job Duties
Administer annual and multi-year capital planning and forecasting processes across infrastructure, tenant improvements, redevelopment, and other assigned capital categories.
Develop portfolio-level forecasts for planned, emergent, and lifecycle-based capital needs; monitor spending, commitments, forecast changes, and budget variances.
Develop and maintain recurring capital reporting for senior leadership, including actual and committed spend, forecast-to-budget performance, forecast variances, project status, funding needs, and key risks by capital category, region, market, asset, and project.
Produce periodic portfolio reporting on planned versus emergent capital, capital pipeline and backlog, forecast accuracy, project timing and completion, funding utilization, condition and risk trends, and progress against annual and multi-year capital plans.
Perform scenario and sensitivity analysis to evaluate alternative funding levels, timing decisions, investment strategies, and material data uncertainty.
Administer and continuously improve capital prioritization methodologies established with the Head of Capital, maintaining scoring logic, criteria, assumptions, and documentation.
Integrate asset condition, failure and continuity risk, maintenance history, tenant and lease exposure, asset strategy, regulatory considerations, financial impact, and relevant site-level reimbursement risk into capital analysis.
Prepare concise, decision-ready analyses and recommendations for capital review, annual planning, portfolio strategy, and allocation discussions.
Develop models and metrics supporting lifecycle planning, backlog assessment, forecast reliability, capital program effectiveness, portfolio risk, and project outcomes.
Serve as primary business owner for internally developed capital planning, forecasting, prioritization, workflow, and portfolio analysis capabilities.
Translate business needs into requirements, data definitions, workflow rules, acceptance criteria, and prioritized development roadmaps, coordinate testing, implementation, training, and adoption.
Establish data standards, ownership, validation, update cadence, and quality controls; reconcile inputs from condition assessments, equipment inventories, maintenance records, lease data, project systems, and financial systems.
Qualifications
Bachelor's degree in Finance, Business, Engineering, Real Estate, Analytics, Data Science, or a related field.
Five or more years of progressively responsible experience in capital planning, FP&A, portfolio analytics, real estate analytics, infrastructure planning, asset management analytics, business analysis, or related discipline.
Demonstrated ability to build and maintain complex forecasts, management reporting, financial models, prioritization tools, or portfolio analyses using large, multi-source datasets.
Experience translating business objectives into scalable processes, system requirements, data standards, and measurable outcomes.
Strong strategic, analytical, financial, organizational, communication, and interpersonal skills, including executive-level analysis and recommendations.
Ability to lead cross-functional work through influence, challenge assumptions constructively, establish accountability, and manage multiple priorities with limited supervision.
Experience in healthcare real estate, commercial real estate, REIT, facilities, infrastructure, or other capital-intensive operations is preferred.
Experience with condition assessments, equipment lifecycle planning, capital budgeting, project portfolio management, or capital allocation decisions is preferred.
Working knowledge of databases, data structures, APIs, workflow automation, SQL, or software development concepts is preferred.
