Sr Financial Planning Analyst

CBRE Group, Inc; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

CBRE is seeking a dynamic Sr Financial Analyst to join their Advisory FP&A team in Dallas, Texas. This role involves driving financial forecasting, reporting, and collaboration with finance teams to improve business performance. The ideal candidate will have strong financial expertise, analytical skills, and experience with financial modeling.

Qualifications

• 3-5 years of relevant experience preferred.
• Ability to analyze solutions using technical experience.

Responsibilities

• Drive creation and review of quarterly forecasts and annual budgets.
• Support monthly, quarterly, and annual reporting cycles.
• Collaborate with finance teams to understand variances.

Skills

Analytical Skills

Organizational Skills

Financial Expertise

Education

Bachelor's Degree

Tools

Microsoft Office

MS Excel

Job description

Do you want to influence how the largest commercial real estate company in the world manages its business? If so, CBRE is seeking a dynamic Sr Financial Analyst to join their Advisory FP&A team at their corporate headquarters located in Dallas, Texas.

As part of Advisory FP&A you will drive creation and review of the quarterly forecast, annual budget, and month end close processes for CBRE's Advisory segment financials. You will work closely with Advisory finance teams to understand financial performance and provide key insights to executive leadership.

What You'll Do :

• Use strong financial expertise and business acumen to build financial models, interpret data, and make recommendations to leadership that drive results.
• Support monthly, quarterly, and annual reporting and planning cycles and financial deliverables to drive visibility into business performance and resource planning decisions.
• Utilize financial systems and advanced MS Excel functions to manipulate large data sets.
• Collaborate closely with business, accounting, and Advisory finance teams to understand variances and provide planning and forecasting support.
• Consolidate Global Advisory monthly financials while understanding and articulating the key drivers of performance and identifying areas of risk or opportunities.
• Identify and implement solutions to resolve, improve, automate, standardize, or simplify finance processes.
• 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. May convince to reach an agreement.
• 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.

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 preferred with 3-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
• Understanding of existing procedures and standards to solve slightly complex problems.
• Ability to analyze possible solutions using technical experience to apply appropriate judgment and precedents.
• In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
• Strong organizational skills with an inquisitive mindset.
• Advanced math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations.

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 realize your full potential.

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.

Equal Employment Opportunity : CBRE has 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 [emailprotected] or via telephone at [phone] (U.S.) and [phone] (Canada).

Create a job alert for this search