Financial Analyst

4 weeks ago


Helena, Montana, United States CBRE Full time

About the Role

As a CBRE Finance Analyst, you will apply fundamental accounting principles to prepare, evaluate, and deliver accurate financial reports for clients and properties. This role is part of the Financial Strategy and Operations function, responsible for maintaining accounting, financial, and reporting policies and controls.

Key Responsibilities

  • Complete accounting transactions in preparation of client financial statement packages.
  • Create and post journal entries, ensuring 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 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 scenario planning tools/models, analyzing trends in general business conditions.
  • Respond to and resolve issues and requests from management teams and clients regarding various accounting issues and reports.
  • Research open accounting issues and recognize potential issues and conflicts to minimize issues.
  • Use existing procedures to solve standard problems.
  • Lead by example and model behaviors consistent with CBRE RISE values.
  • Impact the quality of own work.
  • Work within standardized 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 problems.
  • Experience with analyzing 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 approach.
  • Intermediate math skills, including calculating difficult figures such as percentages, fractions, and other financial-related calculations.

Why CBRE?

At CBRE, we value creativity, innovation, and partnership, offering endless opportunities for growth. We are a direct hire company providing competitive pay, Health, Dental, Vision, Pet Insurance, and 401k Match programs.


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