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Financial Analyst

2 months ago

Richardson, Texas, United States CBRE Full time

About the Role:

As a CBRE Financial Analyst, you will apply advanced financial analysis and reporting skills to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a portfolio of clients and properties.

This job is part of the Financial Strategy and Operations job function, responsible for maintaining accounting, financial, and reporting policies and controls.

Key Responsibilities:

  • Complete financial transactions in preparation of client financial statement packages.
  • Create and post journal entries and ensure that all expenses, receipts, owner's distributions, funding requests, and other transactions for the accounting period have been accurately posted.
  • Use aggregate data from multiple sources to generate financial reports.
  • Generate financial packages for accuracy and comprehensive reporting.
  • Review the accuracy of information provided and respond to requests from management and vendors.
  • Understand and work with financial modeling tools, while analyzing trends in general business conditions.
  • Respond to and resolve issues and requests from management teams and clients regarding various financial issues and reports.
  • Research open financial issues and recognize potential issues and conflicts so corrective action can intercept and minimize issues.
  • Use existing procedures to solve standard financial problems.
  • Have some knowledge of standard financial principles with limited practical experience in applying them.
  • Lead by example and model behaviors that are consistent with CBRE's values.
  • Impact the quality of own work.
  • Work within standardized financial procedures and practices to achieve objectives and meet deadlines.
  • Exchange straightforward information, ask questions, and check for understanding.

Requirements:

  • Bachelor's Degree preferred with up to 3 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
  • Ability to use existing procedures to solve standard financial problems.
  • Experience with analyzing financial information and standard practices to make judgments.
  • In-depth knowledge of Microsoft Office products, including Word, Excel, Outlook, etc.
  • Organizational skills with a strong inquisitive mindset.
  • Intermediate math skills, including the ability to calculate difficult figures such as percentages, fractions, and other financial-related calculations.

Equal Employment Opportunity:

CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.