Sr Finance Analyst

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

About the Role:

As a CBRE Finance Sr. Analyst, you’ll apply advanced cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a complex portfolio of CBRE clients and properties.

This job is part of the Financial Strategy and Operations job function. You’ll be responsible for maintaining accounting, financial, and reporting policies and controls.

What You’ll Do:

• Analyze financial results, identify trends, and deliver actionable insights to senior leadership
• Lead development and execution of the rolling forecast aligned with strategic goals
• Collaborate with other departments to optimize workforce planning and productivity
• Serve as a subject matter expert in financial systems and policy interpretation
• Generate and review financial packages for accuracy and comprehensive reporting.
• Prepare packages on a schedule to ensure timely delivery to the client and other management teams.
• Review and audit funding and payment requests for accuracy, documentation, and authorization in accordance with established operating procedures.
• Adapt to organizational changes and priorities, maintaining alignment of financial strategies and deliverables.
• Respond to and resolve complex issues and requests from management teams and clients regarding various accounting issues and reports.
• Recognize potential issues and conflicts and take corrective action to minimize issues.
• Facilitate the maintenance and reporting of benchmarks and performance metrics.
• 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.
• 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.