FP&A Sr Analyst

CBRE; Dallas (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

CBRE, the world’s leading commercial real estate services and investment firm, is seeking a Senior Financial Analyst to join the Advisory FP&A team in Dallas. You’ll own quarterly forecasts, the annual budget, and month‑end close for the global Leasing business, with full P&L responsibility and exposure to executive leadership.

The role emphasizes strategic analysis, process improvement, and partnership with business teams to forecast, explain variances, and drive value.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, or equivalent.
• 3+ years of progressive experience in financial analysis.
• Strong data manipulation and analytical skills.
• Professional Power BI experience preferred.
• Ability to communicate financial concepts clearly to non-financial stakeholders.
• Strong organizational skills and prioritization abilities.
• Advanced math skills and proficiency with Excel, Word, and PowerPoint.

Responsibilities

• Strategic Analysis & Modeling: build financial models and interpret data to advise CBRE.
• Business Partnership: act as trusted advisor to business partners and finance teams.
• Reporting & Planning: lead leasing monthly financials and explain drivers.
• Process Improvement: identify and implement process improvements and automation.
• Ad hoc analyses to inform critical decisions.

Skills

Forecasting & Modeling

Financial Analysis

Power BI

Excel

Data Manipulation

Communication

Project Management

Team Collaboration

Education

Bachelor's degree in Finance, Accounting, Business, Economics, or equivalent

Tools

Power BI

Excel

Word

PowerPoint

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

• 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).