Finance Analyst - Excel

CBRE; New York (NY); On-site; USD 80,000 - 90,000; Full time

Job summary

CBRE Finance Analyst position involves applying basic cash and accrual accounting to prepare and deliver accurate financial reports for a portfolio of clients and properties.

You will create journal entries, post transactions, and use data from multiple sources to generate comprehensive financial packages; respond to management and vendor requests and analyze trends in scenarios and models.

Qualifications

• 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 (Word, Excel, Outlook).
• Organizational skills with a strong inquisitive mindset.
• Intermediate math skills, able to calculate percentages, fractions, and other financial figures.

Responsibilities

• Complete accounting transactions in preparation of client financial statement packages.
• Create and post journal entries; ensure expenses, receipts, owner’s distributions, funding requests, and other transactions are posted.
• Use aggregate data from multiple sources to generate reports.
• Generate financial packages for accuracy and comprehensive reporting.
• Review information for accuracy; respond to management and vendor requests.
• Analyze trends and scenarios in tools/models and advise accordingly.
• Resolve issues raised by management teams and clients regarding accounting issues.
• Identify potential issues and take corrective action.
• Apply standard procedures to solve routine problems.
• Lead by example per CBRE RISE values.
• Ensure quality and meet deadlines.
• Exchange information clearly and confirm understanding.

Skills

MS Office

Analytical thinking

Organizational skills

Accounting basics

Education

Bachelor's degree or equivalent

Job description

About The Role

As a CBRE Finance Analyst, you will apply basic cash and accrual accounting fundamentals 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. They are responsible for maintaining accounting, financial, and reporting policies and controls.

What You’ll Do

• Complete accounting 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 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 (exit/maintain/grow) tools/models, while 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 so corrective action can intercept and minimize issues.
• Use existing procedures to solve standard problems.
• Have some knowledge of standard principles with limited practice experience in applying them.
• Lead by example and model behaviors that are 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.

What You’ll Need:

• 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. Examples include Word, Excel, Outlook, etc.
• Organizational skills with a strong inquisitive mindset.
• Intermediate math skills. Ability to calculate difficult figures such as percentages, fractions, and other financial-related calculations.

CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for the position is $80K per year and the maximum salary for the position is or $90K per year. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE’s applicable benefit program.

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.

Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at [e-mail] or via telephone at [phone] (U.S.) and [phone] (Canada).