Financial Analyst

Socket.dev; Boston (MA); On-site; USD 71,000 - 83,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

Retirement savings plans

Flexible spending accounts

Health savings accounts

Life and disability insurance

Paid time off

Job summary

Cushman & Wakefield is seeking a Financial Analyst to support brokerage professionals in corporate real estate services for Boston-area and multi-market clients. The role maintains proprietary models, analyzes lease economics, and prepares financial comparisons for client presentations.

The candidate will work on-site in Boston and contribute to investment analysis related to acquisitions, dispositions, and relocations.

Qualifications

• Bachelor’s degree preferably in finance, accounting, real estate or related business areas
• 1–3 years of commercial real estate experience with knowledge of real estate economics, investment analysis, and cash flow projections
• Advanced proficiency in MS Excel, financial modeling, and MS Office Suite
• Excel VBA knowledge preferred but not required
• Basic understanding of AI tools such as ChatGPT, CoPilot, or Claude
• Working knowledge of GAAP for lease analysis and real estate transactions
• ARGUS and/or ProCalc experience preferred
• Working knowledge of Lease Accounting (IFRS 16) preferred

Responsibilities

• Prepares complex pre-tax cash flow analyses, lease comparisons, lease restructures, lease vs buy, acquisitions/dispositions, strategic real estate alternatives
• Makes recommendations to brokers and other service line professionals
• Analyzes leases, financing documents, mortgage documents, and related financial statements for relevant information
• Prepares presentation-ready documentation and spreadsheets to support analyses for client presentations
• Supports brokers with client meetings using high-quality information

Skills

Communication

Multitasking

Attention to detail

Finance concepts

Education

Bachelor’s degree in finance or real estate

Tools

MS Excel

Excel VBA

ARGUS

ProCalc

IFRS 16 knowledge

Job description

Job Title

Financial Analyst

Job Description Summary

The selected candidate will support brokerage professionals providing corporate real estate services to local Boston-based and multi-market private companies & public corporations.

This position will report into our Occupier Financial Advisory organization. The Financial Analyst maintains proprietary Excel models of market data and prepares financial comparisons for C&W’s brokerage, consulting and investment divisions. The role includes preparing financial analysis of the projected costs associated with lease renewals and relocations, involving the comparative assessment of various leasing alternatives, lease vs. ownership, build-to-suits, and own vs. sale/leaseback. The Analyst may also prepare investment analysis in relation to asset acquisitions and dispositions.

Job Description

Below are the role’s principal responsibilities:

• Prepares complex pre-tax cash flow analyses, lease comparisons, lease restructures, lease vs buy, acquisitions/dispositions, strategic real estate alternatives, subleases, sale leasebacks, cancellations/buyouts, relocations, build-to suits, and other strategic real estate alternatives


• Makes recommendations to brokers and other service line professionals


• Provides knowledge and analytical skills covering a broad range of real estate products and transactions structures including lease comparisons, lease restructures, lease vs buy, sale-leaseback’s, cancellations/buyouts, acquisitions/dispositions, strategic real estate alternatives, subleases, relocations, and build-to-suits


• Reads, abstracts and analyzes complex legal real estate related documentation to include leases, financing/loan agreements, mortgage documents, partnership agreements, and corporate financial statements for relevant financial information that will impact the assignment


• Prepares clear, concise, and presentation ready documentation and spreadsheets that support and explain the basis of the analyses for use in client presentations, proposals and/or reports


• Supports C&W brokers, or other C&W professionals, with client meetings arming them with quality information to present and discuss as needed. Professional, and customer service oriented with opportunity to become client-facing over time


• Assists in the quality control effort to ensure that all client presentation materials are professional, accurate, high impact and reflect the standards of quality normally associated with C&W work product


• May assist and participate in strategy sessions in preparation for conferences with clients


• Participation in all Financial Analysis calls and meetings


• Ability to work on-site in the Boston office up to 5 days/week, to be discussed/negotiated with hiring manager

Minimum Qualifications

• Bachelor’s degree preferably in finance, accounting, real estate or related business areas experience


• 1-3 years of commercial real estate experience with knowledge of commercial real estate economics, investment analysis, and real estate cash flow projections


• Advanced proficiency in MS Excel, proficiency in financial modeling, analytical and word processing software including, Microsoft Office Suite


• Excel VBA knowledge preferred but not required


• Basic understanding of how to leverage AI tools such as ChatGPT, CoPilot, or Claude


• A working knowledge of GAAP for lease analysis and other types of real estate transactions


• ARGUS and/or ProCalc experience or knowledge is preferred but not required


• Working knowledge of Lease Accounting (IFRS 16) preferred but not required

Required Skills

• Excellent communication and interpersonal skills are essential for client and broker interaction


• Ability to prioritize, multi-task, and handle time-related deliverables on high functioning deal teams


• Attention to detail; perform basic, efficient, error-free modeling and analysis


• Understanding and comfort around concepts around finance, accounting, investments

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.

The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications.

The company will not pay less than minimum wage for this role.

The compensation for the position is: $ 70,550.00 - $83,000.00

Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email [e-mail]. Please refer to the job title and job location when you contact us.

INCO: "Cushman & Wakefield"