Finance Sr Analyst

CBRE; Dallas (TX); On-site; USD 85,000 - 130,000; Full time

Job summary

CBRE seeks a Senior Financial Analyst to join the Functional Finance team at CBRE's Dallas headquarters, focusing on cost management, headcount planning, and financial reporting with AI-enabled analysis.

You will partner with functional leaders, develop budgets and forecasts, and leverage advanced tools to deliver actionable insights for enterprise-wide planning and transformation.

Qualifications

• BA or BS in Finance, Accounting, Business, Economics, or equivalent.
• 2-4 years FP&A, corporate finance, or financial planning within a large, matrixed organization.
• Prior experience in a functional finance or business partnering capacity preferred.
• Strong written and verbal communication; ability to present information to finance management.
• Proficiency in TM1, Cognos, or OneStream; advanced Excel skills.
• Proficiency with AI tools and ability to apply them to financial analysis, reporting, and communication tasks.

Responsibilities

• Partner with functional cost center owners to develop, track, and explain monthly actuals versus budget and forecast, providing clear variance analysis and narrative for senior finance leadership.
• Support annual budget, rolling forecasts, and LRP planning cycles for functional cost areas, coordinating submissions and ensuring accuracy of plan inputs across assigned functional groups.
• Prepare and maintain detailed headcount and opex reporting, with visibility into actuals, open roles, and run-rate cost trajectories to inform resourcing decisions.
• Leverage TM1/Cognos and advanced Excel to manage, reconcile, and analyze large financial datasets; support migration and adoption of OneStream as the planning platform evolves.
• Collaborate with Accounting and Shared Services on month-end close activities, including accruals, reclassifications, and normalization journal entries relevant to functional cost centers.
• Build and maintain financial models and templates to support cost transformation initiatives, scenario analysis, and ad hoc requests from functional and senior finance leadership; use generative AI to accelerate model documentation, scenario narratives, and executive-ready output.
• Apply general knowledge of standard principles and techniques/procedures to accomplish assigned tasks and solve routine problems.
• Have a broad knowledge of own job discipline and some knowledge of several job disciplines within the function.

Skills

Advanced Excel

Power BI

AI tools

Financial analysis

Education

BA/BS in Finance

Tools

TM1

Cognos

OneStream

Job description

About The Role

CBRE is seeking a Senior Financial Analyst to join its Functional Finance team at corporate headquarters in Dallas, Texas. This role operates in an AI-forward finance environment where team members are expected to actively leverage AI tools to accelerate analysis, improve reporting quality, and drive smarter business partnerships.

About The Role

CBRE is seeking a Senior Financial Analyst to join its Functional Finance team at corporate headquarters in Dallas, Texas. This role operates in an AI-forward finance environment where team members are expected to actively leverage AI tools to accelerate analysis, improve reporting quality, and drive smarter business partnerships.

As part of the Functional Finance team, you will serve as a dedicated finance business partner to CBRE’s corporate functional leaders, supporting cost management, headcount planning, and financial reporting across functions such as Finance, HR, Technology (D&T), Legal, and Marketing. You will work closely with functional cost center owners and senior finance leadership to deliver actionable insights that support enterprise-wide cost transformation and planning objectives. A key expectation of this role is the proactive use of AI tools — including Claude and other generative AI applications — to enhance the speed, depth, and quality of financial analysis and communications.

What You’ll Do

• Partner with functional cost center owners to develop, track, and explain monthly actuals versus budget and forecast, providing clear variance analysis and narrative for senior finance leadership.
• Support annual budget, rolling forecasts, and LRP planning cycles for functional cost areas, coordinating submissions and ensuring accuracy of plan inputs across assigned functional groups.
• Prepare and maintain detailed headcount and opex reporting, with visibility into actuals, open roles, and run-rate cost trajectories to inform resourcing decisions.
• Leverage TM1/Cognos and advanced Excel to manage, reconcile, and analyze large financial datasets; support migration and adoption of OneStream as the planning platform evolves. Apply AI-assisted tools to automate routine data manipulation, surface anomalies, and accelerate reconciliation workflows.
• Collaborate with Accounting and Shared Services on month-end close activities, including accruals, reclassifications, and normalization journal entries relevant to functional cost centers.
• Build and maintain financial models and templates to support cost transformation initiatives, scenario analysis, and ad hoc requests from functional and senior finance leadership; use generative AI to accelerate model documentation, scenario narratives, and executive-ready output.
• Apply general knowledge of standard principles and techniques/procedures to accomplish assigned tasks and solve routine problems.
• Have a broad knowledge of own job discipline and some knowledge of several job disciplines within the function.
• Lead by example and model behaviors that are consistent with CBRE RISE values. May convince to reach an agreement.
• Impact the quality of own work and the work of others on the team.
• Work primarily within standardized procedures and practices to achieve objectives and meet deadlines.
• Explain complex information to others in straightforward situations.

What You’ll Need

To perform this job successfully, an individual will need to perform each crucial 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 essential functions.

• BA or BS in Finance, Accounting, Business, Economics, or equivalent.
• 2-4 years of progressive experience in FP&A, corporate finance, or financial planning within a large, matrixed organization.
• Prior experience in a functional finance or business partnering capacity preferred.
• Strong written and verbal communication skills. Ability to provide efficient, timely, reliable, and courteous service to customers. Ability to effectively present information to finance management.
• Strong understanding of financial statements, P&L mechanics, and cost center accounting. Proficiency in financial planning systems required; experience with TM1, Cognos, or OneStream strongly preferred.
• Advanced Excel skills required. Ability to synthesize complex financial data into clear, executive-ready narratives and recommendations, including through the use of AI writing and analysis tools.
• High attention to detail with strong organizational skills to manage multiple workstreams across concurrent planning cycles.
• Proficiency with AI tools (e.g., Claude, Microsoft Copilot, or equivalent) and a demonstrated ability to apply them to financial analysis, reporting, and communication tasks.
• Curiosity and comfort with emerging technologies; a self-starter mindset toward identifying where AI can reduce friction in recurring workflows.
• Strong work ethic and adaptable.
• Skilled with data manipulation and analysis.
• Professional Power BI experience preferred.
• Ability to communicate financial concepts clearly and effectively to non-financial stakeholders.
• Ability to analyze possible solutions using technical experience to apply appropriate judgment and precedents.
• Ability to structure, plan, manage, and prioritize projects effectively.
• In-depth knowledge of Microsoft Office Excel, Word and PowerPoint
• Strong organizational skills with an inquisitive mindset.
• Advanced math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations.
• Excellent verbal and written communication skills.

Why CBRE

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.

Our Values in Hiring

At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.

Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.

About CBRE Group, Inc.

CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com.

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).