FP&A Sr Analyst

CBRE; Dallas (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

CBRE in Dallas, TX is seeking a Senior Financial Analyst to lead forecasting, budgeting, and month-end close for the global Leasing business, with full P&L responsibility. You will partner with other finance teams and provide executives with key financial insights.

The role requires strong Excel skills, data manipulation, and experience with Power BI. You will build complex models, analyze large data sets, and identify risks and opportunities, helping CBRE improve processes and drive business

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics or equivalent.
• 3+ years of progressive experience in financial analysis.
• Proficiency with MS Excel and Power BI preferred.

Responsibilities

• Lead the consolidation and accuracy of Leasing monthly financials.
• Develop and review quarterly forecasts and annual budgets.
• Manage month-end close processes with P&L responsibility.
• Analyze variances, provide strategic insights, and support exec leadership.
• Identify process improvements to automate and standardize reporting.

Skills

Financial modeling

Excel

Power BI

Data analysis

Communication

Forecasting

Education

Bachelor's degree in Finance/Accounting/Business/Economics

Job description

About the Role:

Do you want to influence how the largest commercial real estate company in the world manages its business? If so, CBRE’s Advisory Finance Team is seeking a dynamic Senior Financial Analyst to join their team.

As a core part of the Advisory FP&A team, you'll be responsible for creating and reviewing the quarterly forecasts, annual budgets, and month-end close processes for our global Leasing business. This role comes with full P&L responsibility and the opportunity to work closely with other finance teams to provide executive leadership with key financial insights.

The ideal candidate for this role is someone who wants to go beyond basic reporting and has a desire to impact the business by thoroughly understanding the financials. You'll need to thrive in a fast-paced environment where pivoting and improving processes are key. While prior experience in commercial real estate isn't required, a strong desire to learn and grow in the industry is a must.

What You’ll Do:

• Strategic Analysis & Modeling: Leverage strong financial acumen and advanced proficiency in financial systems and MS Excel to build complex financial models, interpret large data sets, and provide strategic recommendations that drive business results and value for CBRE.

• Business Partnership: Serve as a trusted advisor to business partners. Collaborate closely with them, as well as with other Finance teams, to ensure accurate forecasting, understand key variances, and provide essential planning and analysis support with a goal of elevating the quality of all financial deliverables.

• Reporting & Planning: Lead the consolidation of Leasing monthly financials. You'll be responsible for articulating the key drivers of performance and identifying areas of risk or opportunity during monthly, quarterly, and annual reporting and planning cycles.

• Process Improvement: Identify and implement solutions to resolve, improve, automate, and standardize financial processes, enhancing efficiency and accuracy. While working primarily within standardized procedures, you'll be empowered to find and implement solutions to improve them.

• Perform a variety of ad hoc and structured financial analyses to inform critical business decisions and drive value.

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.

• Bachelor's Degree Finance, Accounting, Business, Economics, or equivalent.

• 3+ years of progressive experience in financial analysis.

• 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).

CBRE, Inc. is an Equal Opportunity and Affiantive Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)