Job Title
Financial Analyst - Boca CM TeamJob Description Summary
The Senior Financial Analyst will work with the fee-earners and their team to perform various forms of financial analysis. In this role, the Senior Financial Analyst will support the fee-earner in pursuit of prospect clients and the servicing of clients from an analytical perspective. In addition, the Senior Financial Analyst, will provide strategic and detailed analysis, planning, research and reporting across the real estate portfolio. This position will report to the local Operations manager and will receive day-to-day feedback from fee-earners.Job Description
Perform financial and valuation analyses of prospective transactions and existing real estate assets.
• Develop short-term and long-term strategic business plans and feasibility studies for our internal
clients.
• Present analyses, business plans and feasibility studies to senior level clients and management.
• Provide strategic real estate planning and reporting support as well as tactical real estate services.
• Partner and work closely with internal teams to collect and manage data for management
reporting.
• Provide key performance indicators relevant to the real estate portfolio on a regular basis.
• Provide ad hoc reporting related to strategic directives and assist with managing the real estate
database.
• Identify and develop new processes to facilitate an increasing level of efficiency in the reporting to
the real estate management team and drive client satisfaction.
• Review industry surveys and benchmarks, as well as economic and demographic trends.
• Perform in-depth industry and market research.
• Balance conflicting resource and priority demands.
• Participate in review and strategy sessions.
• Perform other duties and responsibilities as assigned.
Key responsibilities
Knowledge of
• Fundamental real estate concepts related to law, principles and practices.
• Basic knowledge of financial controls and accounting principles.
• Principles of banking and finance and securities industry operations.
Skill in
• Interpreting financial data, evaluating and making recommendations to management.
• Conducting independent research of industry sources and market data.
• Using required software applications, including MS Office, Visio and Project.
• Preparing financial analysis, conducting market research and writing reports.
• Expert knowledge of excel (pivot tables, templates, reporting).
• Experience with real estate databases.
• Ability to manipulate large quantities of data into meaningful reporting to aide decision making.
Ability to
• Partner with other functional areas to accomplish objectives.
• Ensure accurate, timely, legally correct and financially sound documentation.
• Attend to detail while maintaining a big picture orientation.
Metrics
Role will be evaluated on the following:
- Accuracy of analysis
- Timeliness of analysis
- Support hours required
- Cost of customer acquisition
BACKGROUND AND EXPERIENCE
Demonstrated experience should include:
- Bachelor’s Degree (Finance or Accounting preferred)
- 5-7 years’ experience in Finance field
- Financial modeling experience
- Commercial Real Estate experience required
- Experience in Investment Sales or Acquisitions preferred
- Knowledge of Microsoft Office with advanced knowledge in Excel
Competencies
- Exceptional analytical skills
- Strong math and advanced research skills
- Ability to read and interpret financial statements
- Strong written and oral communication skills
- Ability to multitask
- Knowledge of financial formulas
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 email [email protected]. Please refer to the job title and job location when you contact us.
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What We Do
Cushman & Wakefield (NYSE: CWK) is a leading global real estate services firm that delivers exceptional value for real estate occupiers and owners. Cushman & Wakefield is among the largest real estate services firms with approximately 53,000 employees in 400 offices and 60 countries. In 2019, the firm had revenue of $8.8 billion across core services of property, facilities and project management, leasing, capital markets, valuation and other services.
