JOB SUMMARY Working under close supervision, conducts and documents simple to moderate standard financial analysis and ad hoc finance projects. Aids organization with financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control, and project control.
The Financial Analyst will work with the primary Broker and support the client to perform various forms of financial analysis. In this role, the Financial Analyst will support the fee-earner in pursuit of prospect clients and the servicing of clients from an analytical perspective. This position will report to the Director of Operations and receive day-to-day feedback from the Associate and fee-earners.
ESSENTIAL DUTIES AND RESPONSIBILITIES Support service lines by performing property level analytics, supporting pursuits, and generating reports to internal and external clients. Perform various analytics unique to service line and industry, which may require varying source documents and/or modeling. Receive request from fee-earner or Associate for analysis. Collect required data inputs and make request for information, as needed, from necessary parties to complete analysis. Perform various analytics as requested by fee-earner using industry-specific systems/tools and Microsoft Excel. Meet with fee-earner and/or Associate to discuss assumptions and scenarios for analysis. Draft analysis for review and packaging of material by fee-earner. Support Marketing Specialists, as required, for creative interpretation of financial analysis. Finalize and package analysis for delivery to fee-earner. Pitch and Proposal Coordination. Attend strategy meeting to discuss required analysis for pitch/proposal and corresponding assumptions and scenarios as needed. Perform necessary analysis and provide to fee-earner for review. Draft analysis write up and provide to Associate for review and completion. Provide analysis to Marketing and/or Service Delivery Coordinator for inclusion in pitch and/or proposal. Edit analysis based on feedback. Draft analysis write up and provide to Associate or Senior Associate for review and completion. Provide finalized analysis to Service Delivery Coordinator and/or Marketing for inclusion in overall pitch and/or proposal. Revise analysis based on feedback from fee-earner and or Client as a result of pitch/proposal. Deliver analysis to necessary party for inclusion in overall deliverable. Provide Marketing and/or Service Delivery Coordinator analysis for inclusion in overall presentation design. Work with graphic designers on related visuals for analysis. Respond to Data Requests. Request necessary information from appropriate party for analysis requested and follow up as necessary. Perform analysis in response to data request and provide to fee-earner. Review analysis with fee-earner and Associate and adjust based on feedback. Provide final analysis to fee-earner or other party if included as part of overall presentation .
Evaluates and analyzes a variety of financial results and indicators such as capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc. Recommends actions that may be taken to improve financial results.
Compiles budgetary and fiscal data received from assigned departments to prepare revenue balance statements and historical comparisons of departmental expenditures with requested appropriations.
Analyzes records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses.
Assists in preparation of special studies, analyses, and recommendations in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, and business forecasts.
Retrieves and organizes data into required reporting formats to provide a basis for comparison and evaluation.
Prepares reports analyzing specific aspects of department structures, functions and operational procedures and recommends ways to improve efficiency and/or effectiveness.
Performs other duties as assigned.
SUPERVISORY RESPONSIBILITIES No formal supervisory responsibilities in this position. Provides informal assistance such as technical guidance, and/or training to co-workers. May coordinate and assign tasks to co-workers within a work unit and/or project.
QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Financial modeling experience Commercial Real Estate experience a plus Knowledge of Microsoft Office with STRONG knowledge of Excel Experience in Argus and Real Capital Analytics a plus Competencies Exceptional analytical skills Strong math and advanced research skills Ability to read and interpret financial statements
EDUCATION and EXPERIENCE Bachelor's degree (BA/BS) from a four-year college or university in a business related field. Some prior related work experience preferred but not required.
CERTIFICATES and/or LICENSES None.
COMMUNICATION SKILLS Strong written and verbal communication skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information to supervisors and finance management.
FINANCIAL KNOWLEDGE Requires knowledge of basic financial terms, concepts and accounting principles.
REASONING ABILITY Ability to comprehend, analyze, and interpret financial information and the ability to accurately explain/report activity in verbal and written communications. Requires intermediate analytical skills.
OTHER SKILLS and ABILITIES Computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Strong work ethic and adaptable.
SCOPE OF RESPONSIBILITY Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.
Internal Number: 19030991
With broader and deeper capabilities than any other company, CBRE is the leading full-service real estate services and investment organization in the world.
CBRE Group, Inc. is the world’s largest commercial real estate services and investment firm, with 2017 revenues of $14.2 billion and more than 80,000 employees (excluding affiliate offices). CBRE has been included in the Fortune 500 since 2008, ranking #214 in 2017. It also has been voted the industry’s top brand by the Lipsey Company for 17 consecutive years, and has been named one of Fortune’s “Most Admired Companies” in the real estate sector for six years in a row. Its shares trade on the New York Stock Exchange under the symbol “CBRE.”
CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.