CBRE Sr Financial Analyst in Naperville, Illinois
Working under minimal supervision, provides comprehensive financial analysis, reporting and project support to measure account profitability. Aids organization with financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control, and project control. Serves as the sole representative of Finance on assigned GCS/Client account.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Acts as trusted advisor to business leaders by developing a comprehensive understanding their business and financial standing. Evaluates and analyzes a variety of financial results and indicators such as capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc. requiring advanced expertise. Compiles and reviews budgetary and fiscal data from a variety of sources to prepare revenue balance statements and historical comparisons of account expenditures with requested appropriations. Completes complex analysis of records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses. Conducts special studies as assigned to support senior management. Develops presentations of findings and results. Advises management on matters, such as effective use of resources and assumptions underlying budget forecasts. Interprets budgets to management. Prepares reports analyzing specific aspects of department structures, functions and operational procedures and recommends ways to improve efficiency and/or effectiveness. Performs other duties as assigned.
No formal supervisory responsibilities in this position. May lead project teams and/or plan staff assignments. Duties may encompass technical guidance and/or training of co-workers as well as policy development and participation in special initiatives such as modeling, system implementations or acquisition integrations. May coordinate and assign tasks to co-workers within a work unit and/or project.
To perform this job successfully, an individual must be able to perform each essential 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 the essential functions.
EDUCATION and EXPERIENCE
Bachelor's degree (BA/BS) from a four-year college or university in a business related field plus a minimum of four years related experience. Public accounting experience preferred.
CERTIFICATES and/or LICENSES
CPA or MBA (graduate degree) preferred, but not required (depending on experience).
Ability to apply excellent written and verbal communication skills to accurately explain/report activity. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to respond effectively to sensitive issues and work collaboratively with business partners, key employees, top management, and client groups on various projects.
Requires in-depth knowledge of financial terms and principles. Ability to calculate complex figures. General understanding of Generally Accepted Accounting Principles (GAAP), concepts. SEC reporting experience is a plus.
Ability to comprehend, analyze, and interpret complex financial information and transactions and accounting principles. Ability to independently research complex accounting transactions/issues. Ability to problem-solve, both independently and working as a team. Requires advanced analytical and quantitative skills.
OTHER SKILLS and/or ABILITIES
Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Knowledge of real estate service industry and terminology is helpful. Strong work ethic and adaptable.
SCOPE OF RESPONSIBILITY
Decisions made with thorough understanding of procedures, company policies, and business practices to achieve general results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to department.
Equal Opportunity and Affirmative Action Employer Women/Minorities/Persons with Disabilities/US Veterans
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