Senior Finance Analyst - Forecasting & Insights Lead

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

Job summary

CBRE Finance is seeking a Sr. Analyst to apply advanced cash and accrual accounting to prepare, evaluate, maintain, and deliver complete financial reports for a complex client/property portfolio.

You will maintain accounting policies and controls, lead the rolling forecast, and collaborate across departments to optimize planning and productivity while ensuring timely, accurate reporting for management and clients.

Qualifications

• Advanced cash and accrual accounting knowledge.
• Experience preparing financial reports for complex portfolios.
• Ability to deliver accurate financial packages for clients and management.

Responsibilities

• Analyze financial results, identify trends and deliver insights to senior leadership.
• Lead rolling forecast development aligned with strategic goals.
• Collaborate with departments to optimize workforce planning and productivity.
• Serve as SME in financial systems and policy interpretation.
• Generate and review financial packages for accuracy and reporting.
• Prepare schedules to ensure timely delivery to clients and management.
• Review funding and payment requests for accuracy and compliance.

Skills

Financial analysis

Forecasting

Cross-functional collaboration

Financial systems

Policy interpretation

Reporting

Communication

Tools

ERP systems

Job description

CBRE Finance is seeking a Sr. Analyst to apply advanced cash and accrual accounting to prepare, evaluate, maintain, and deliver complete financial reports for a complex client/property portfolio.

You will maintain accounting policies and controls, lead the rolling forecast, and collaborate across departments to optimize planning and productivity while ensuring timely, accurate reporting for management and clients.