What are the responsibilities and job description for the Financial Analyst position at CBRE?
Financial Analyst
Job ID
110932
Posted
17-Mar-2023
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Accounting/Finance
Location(s)
Beaverton - Oregon - United States of America, Bethlehem - Pennsylvania - United States of America, Dallas - Texas - United States of America, Portland - Oregon - United States of America
JOB SUMMARY
Working under close supervision, conducts and documents simple to moderate standard financial analysis and ad hoc finance projects. Aids organization with financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control, and project control.
ESSENTIAL DUTIES AND RESPONSIBILITIES
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. Recommends actions that may be taken to improve financial results.
Compiles budgetary and fiscal data received from assigned departments to prepare revenue
balance statements and historical comparisons of departmental expenditures with requested
appropriations.
Analyzes records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses.
Assists in preparation of special studies, analyses, and recommendations in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, and business forecasts.
Retrieves and organizes data into required reporting formats to provide a basis for comparison and evaluation.
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.
SUPERVISORY RESPONSIBILITIES
No formal supervisory responsibilities in this position.
Provides informal assistance such as technical guidance, and/or training to co-workers.
May coordinate and assign tasks to co-workers within a work unit and/or project.
QUALIFICATIONS
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.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
EDUCATION and EXPERIENCE
Bachelor's degree (BA/BS) from a four-year college or university in a business related field. Some prior related work experience preferred but not required.
CERTIFICATES and/or LICENSES
None.
COMMUNICATION SKILLS
Strong written and verbal communication skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information to supervisors and finance management.
FINANCIAL KNOWLEDGE
Requires knowledge of basic financial terms, concepts and accounting principles.
REASONING ABILITY
Ability to comprehend, analyze, and interpret financial information and the ability to accurately explain/report activity in verbal and written communications. Requires intermediate analytical skills.
OTHER SKILLS and ABILITIES
Computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Strong work ethic and adaptable.
SCOPE OF RESPONSIBILITY
Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.
CBRE is an equal opportunity employer that values diversity. We have 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. We also provide reasonable accommodations, as needed, throughout the job application process. If you have a disability that inhibits your ability to apply for a position through our online application process, you may contact us via email at recruitingaccommodations@cbre.com or via telephone at 1 866 225 3099 (U.S.) and 1 866 388 4346 (Canada).
NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
Job ID
110932
Posted
17-Mar-2023
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Accounting/Finance
Location(s)
Beaverton - Oregon - United States of America, Bethlehem - Pennsylvania - United States of America, Dallas - Texas - United States of America, Portland - Oregon - United States of America
JOB SUMMARY
Working under close supervision, conducts and documents simple to moderate standard financial analysis and ad hoc finance projects. Aids organization with financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control, and project control.
ESSENTIAL DUTIES AND RESPONSIBILITIES
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. Recommends actions that may be taken to improve financial results.
Compiles budgetary and fiscal data received from assigned departments to prepare revenue
balance statements and historical comparisons of departmental expenditures with requested
appropriations.
Analyzes records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses.
Assists in preparation of special studies, analyses, and recommendations in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, and business forecasts.
Retrieves and organizes data into required reporting formats to provide a basis for comparison and evaluation.
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.
SUPERVISORY RESPONSIBILITIES
No formal supervisory responsibilities in this position.
Provides informal assistance such as technical guidance, and/or training to co-workers.
May coordinate and assign tasks to co-workers within a work unit and/or project.
QUALIFICATIONS
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.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
EDUCATION and EXPERIENCE
Bachelor's degree (BA/BS) from a four-year college or university in a business related field. Some prior related work experience preferred but not required.
CERTIFICATES and/or LICENSES
None.
COMMUNICATION SKILLS
Strong written and verbal communication skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information to supervisors and finance management.
FINANCIAL KNOWLEDGE
Requires knowledge of basic financial terms, concepts and accounting principles.
REASONING ABILITY
Ability to comprehend, analyze, and interpret financial information and the ability to accurately explain/report activity in verbal and written communications. Requires intermediate analytical skills.
OTHER SKILLS and ABILITIES
Computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Strong work ethic and adaptable.
SCOPE OF RESPONSIBILITY
Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.
CBRE is an equal opportunity employer that values diversity. We have 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. We also provide reasonable accommodations, as needed, throughout the job application process. If you have a disability that inhibits your ability to apply for a position through our online application process, you may contact us via email at recruitingaccommodations@cbre.com or via telephone at 1 866 225 3099 (U.S.) and 1 866 388 4346 (Canada).
NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
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