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Financial Advisor

2 months ago

Atlanta, United States Cushman & Wakefield Full time

Job Title:

Financial Advisor (CPA required) Job Description Summary:

This role requires that the candidate have substantial commercial real estate financial analysis knowledge and experience. The candidate is required to have a CPA credential (Certified Public Accountant) and work in C&W's Atlanta Office on a hybrid basis. The candidate will be responsible for performing transaction financial analysis for C&W transaction Teams and Clients. Job Description:

This role requires that the candidate have substantial commercial real estate financial analysis knowledge and experience. The candidate is required to have a CPA credential (Certified Public Accountant) and work in C&W's Atlanta Office on a hybrid basis. The candidate will be responsible for performing transaction financial analysis for C&W transaction Teams and Clients. The position requires the preparation and discussion of complex and sophisticated discounted cash flow financial models for a broad range of commercial real estate projects. The position requires familiarity with GAAP standards as they relate to lease reporting (ASC 842). Transaction analysis would include lease comparisons, lease restructures, lease vs. buy, acquisitions/dispositions, strategic real estate alternatives, subleases, relocations, build-to-suit transactions, and other customized projects. Principal Responsibilities: Prepares complex and sophisticated cash flow and GAAP analyses, lease comparisons, lease restructures, lease vs. buy, acquisitions/dispositions, strategic real estate alternatives, subleases, sale leasebacks, cancellations/buyouts, relocations, build-to-suits, and other strategic real estate alternatives Makes recommendations to brokers, their clients, and other service line professionals Reads, abstracts, and analyzes complex legal real estate-related documentation to include leases, financing/loan agreements, mortgage documents, partnership agreements, and corporate financial statements for relevant financial information that will impact the assignment Prepares clear, concise, and presentation-ready documentation and spreadsheets that support and explain the basis of the analyses for use in client presentations, proposals, and/or reports Participates with C&W brokers or other C&W professionals in client meetings to present and discuss analyses as needed. May discuss analysis summaries and findings with clients Assists in the quality control efforts of the Financial Advisory Practice to ensure that all client presentation materials are professional, accurate, high-impact, and reflect the standards of quality normally associated with C&W work product May assist and participate in strategy sessions in preparation for conferences with clients Desired Skills and Experience: Minimum Qualifications: Bachelor's degree preferably in Finance, Accounting, Real Estate, or related business areas CPA required 4 - 5 years of financial analysis experience in commercial real estate occupancy analytics Software competency: Required: Microsoft Office, Excel, PowerPoint, Preferred: Microsoft SharePoint, Access, Argus Required Skills: High competence level in utilizing and designing Excel spreadsheets/models. Experience with ARGUS, Pro Calc, or other commercial real estate specialized financial software a plus A working knowledge of GAAP for lease analyses and other types of real estate transactions Possess excellent problem-solving skills Displays competences with the application of Excel macros, sophisticated charts, graphs, and tables Strong knowledge and demonstrated competence in working with computers, analytical and word processing software as well as superior knowledge and skill using Excel and PowerPoint

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