The posting
At Cresa, we believe our clients deserve better. A better space to work, create, build, grow. A better outcome for their people and organization. A better partner who puts their needs first, helping them navigate the landscape, tilting the playing field in their favor and giving them an insider’s edge.
Our mission is to find and foster the best environment for every business. Our purpose is to think beyond space - strengthening those we serve and enhancing quality of life for our clients and employees. We are built to champion our clients’ aspirations through real estate. When considering partnership, we strive to connect with those who share our values: Work Together, Create Value, Be Tenacious, Enhance Community, and Embrace Diversity.
We believe in being the change. We work together to find new ways of doing things that create value for our clients — and for each other. Because there is not much that feels better than collaborating to make a positive difference each day.
At Cresa, we offer an opportunity to be part of something bigger. To learn, advance, mentor and be recognized. Your voice will be heard, and you will be valued for both your individual and team contributions.
Summary:
The Regional Financial Analyst will work with the Regional Finance Director, Senior Finance Analyst and Corporate Finance Department to manage the financial workflow and support operational and strategic objectives of the Business Unit.
This role combines responsibilities from both accounting and financial analysis, supporting the company’s financial operations, reporting, and strategic decision-making. The ideal candidate will be responsible for maintaining accurate financial records, preparing financial reports, conducting analysis, and providing insights that drive business decisions.
The Financial Analyst role is meant to support the financial operations of the business unit and partner with the other operation teams including HR, Operations, Contract Management and controllership to promote consistency, smooth workflow and expedited Month End Close, Forecasting, AR, AP and reporting functions.
Essential duties and responsibilities:
Financial Reporting
- Prepare standard reporting packages for business leadership
- Month-end & Quarterly Close: prepare, format, and provide variance analysis on financial reports
- Ad-hoc financial analysis
- Budgeting and Forecasting
- Assist in budgeting and forecasting process
Provide variance analysis on actuals vs budget
Financial Analysis
- Perform financial analysis to evaluate performance
- Analysis trends, variances, Key Performance Indicators to inform decision making
- Assist the Finance/Operations manager with special projects as needed
- Data research using company financial systems
- General Ledger Maintenance
- Partner with Sr. Financial Analyst and our centralized accounting team to book and reconcile journal entries
- Ensure proper coding and classification of transactions
- Reconcile accounts to ensure the accuracy of finance Statements
Accounting
- Coordinate necessary documents, contracts, and agreements to support invoicing
- Coordinate with client accounts teams on invoice and payment process
- Process Ownership
- Across all areas of support, suggest changes or improvements to increase accuracy and efficiency
Qualifications:
- Superior organizational skills; candidate must possess the ability to maintain an organized approach in a multi-task environment
- Ability to work independently and self motivated
- Detail work is a major focus of the job, and needs to be accurate and well documented
- The candidate must have substantial computer experience including exceptional knowledge of Excel and other Microsoft tools
- Familiarity with advanced data query (Power Query, SQL) and visualization (Power BI) tools preferred
- Ability to extract data from various sources (SharePoint, Oracle, etc.)
- Team oriented, effective communicator that is adaptable and has a take charge attitude
- Professional written and oral communication skills are required, and candidate must possess a willingness to learn and to contribute
- Ability to enter data efficiently, timely, and correctly in order to meet deadlines
- Disciplined and able to maintain confidentiality with sensitive information.
- Friendly and genuinely interested in the business, agenda, and needs of others, including the company, its management, the team, and the company’s customers.
Education/Experience:
- B.A. in in Finance, Accounting or other Business-related degree.
- Minimum of 9 hours accounting credits.
- Minimum of 2 years related work experience
- Experience in the commercial real estate industry is desirable but is not required; we will provide industry specific training to support you in this role.
Physical Requirements:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act.
NOTE: The job description is an overview of the functions and requirements for this position. This document is not intended to be an exhaustive list encompassing every duty and requirement of this position; supervisors may assign other duties as deemed necessary.
Cresa is committed to developing and maintaining a diverse workforce. Cresa strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law.
