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Sr. Financial Analyst

Acord (association For Cooperative Operations Research And Development)

United States

Remote

USD 70,000 - 84,000

Full time

Yesterday
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Job summary

Cushman & Wakefield seeks a **Sr. Financial Analyst** to lead an accounting team while ensuring compliance and efficiency in financial reporting. This role involves overseeing client relationships, monitoring team performance, and developing department goals. Ideal candidates will have extensive experience in finance or accounting, along with strong leadership and problem-solving skills.

Benefits

Health, vision, and dental insurance
Flexible spending accounts
Health savings accounts
Retirement savings plans
Life and disability insurance
Paid and unpaid time off

Qualifications

  • Requires 7-10 years of experience or equivalent.
  • 2+ years of management experience preferred.
  • Strong knowledge of financial reporting and customer service.

Responsibilities

  • Oversee strategic client relationships and team performance.
  • Review financial reports for audit compliance and assess team competencies.
  • Lead department projects and implement goals and objectives.

Skills

Conflict Resolution
Customer/Client Focus
Delegation
Ethical Conduct
Goal Setting
Independent Judgement
Initiative
Leadership
Problem Solving
Relationship Management
Time Management
Strategic Thinking

Education

College degree in Finance or Accounting

Tools

Yardi
MRI software
MS Office

Job description

Job Title

Sr. Financial Analyst

Job Description Summary

Provide leadership and supervision to accounting team members, at all levels, and support operations and clients through the use of sound judgment and discretion in applying accounting principles to day-to-day processes and functions. Assess team and department efficiencies to make improvement recommendations where necessary. The Senior Client Accounting Manager role also provides guidance to Client Accounting Managers and is counted on to provide solutions in the most complex management level situations.

Job Description

Essential Job Duties:

  • Oversee a market, strategic and/or key client(s); develop productive, supportive relationships with market city leads, strategic clients, key clients, and internal stakeholders
  • Monitor team performance, available capacity, and training needs through conducting one-on-one meetings, team meetings and addressing deficiencies timely and professionally
  • Review team members' financial reports to ensure quality, timeliness, audit compliance and assess competencies
  • Monitor team and/or market-wide requirements of timely tax payments, revenue portal updates, time tracking and Corporate Aging follow-up
  • Assess team/department workflows and policies to recommend or implement improvements in operating efficiencies and effectiveness; provide oversight to ensure effective implementation
  • Track team compliance with department SOC 1 audit controls; approve banking or financial transactions, schedules, and reports in accordance with the SOC Policies and Procedures manual and training.
  • Develop direct reports through goal setting, conducting mid-year and year-end performance reviews and delivering timely and meaningful performance feedback, while maintaining quality results and performance
  • Work with leadership team to implement department goals and objectives, lead department projects and provide essential Client Accounting committee involvement
  • Direct new business onboarding by coordinating with property management and clients; set up bank accounts, accounting software, load prior balances or closing statements
  • Assist Controller with pricing new business and preparing proposal responses
  • Performs other related duties as required or requested.

Supervisory Responsibilities:

  • Leads/Assigns/Delegates tasks to Client Accounting Managers, Assistant Client Accounting Managers, Sr. Client Accountants, Client Accountants, Client Accounting Coordinators and/or Interns
  • May coordinate efforts of project team to complete work within project deadlines
  • Provides solutions to routine/complex problems
  • Direct reports may include Client Accounting Managers, Assistant Client Accounting Managers, Sr. Client Accountants, Client Accountants, Client Accounting Coordinators and/or Interns

Education/Experience/Training:

  • College degree in Finance or Accounting preferred

Work Experience:

  • Requires seven to ten years of experience or equivalent combination of education and experience
  • 2+ years of management experience preferred
  • Specialized Knowledge/Skills â“ Strong knowledge of Yardi and/or MRI software preferred; Strong MS Office Proficiency; Financial reporting for multiple entities preferred; Strong internal and external customer service, time management and organizational skills; Exceptional delegation skills with the ability to be a hands-on contributor and take initiative; Ability to train, mentor and coach others effectively; Results oriented with strong sense of urgency; Experience in or demonstrated leadership and accountability skills

Competencies:

  • Conflict Resolution
  • Customer/Client Focus
  • Delegation
  • Ethical Conduct
  • Goal Setting
  • Independent Judgement
  • Initiative
  • Leadership
  • Problem Solving
  • Relationship Management
  • Time Management
  • Strategic Thinking
  • May be required to travel up to 10% of the time. Travel may vary in frequency and duration.
  • Demonstrates the ability to have close visual acuity to perform an activity such as: Preparing and analysing data and figures; transcribing; viewing a computer terminal, etc.

Note: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. This job description is subject to change at any time and may differ slightly based on regional location.

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 candidateâs experience and qualifications. The company will not pay less than minimum wage for this role. The compensation for the position is: $70,805.00 - $83,300.00 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 emailÂ. Please refer to the job title and job location when you contact us.

INCO: âœCushman & Wakefieldâ
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