Financial Planning Sr Analyst

Company: CBRE
Location: Dallas
Posted on: March 9, 2025

Job Description:

Financial Planning Sr Analyst

Job ID

200715

Posted

05-Feb-2025

Service line

Advisory Segment

Role type

Full-time

Areas of Interest

Accounting/Finance

Location(s)

Dallas - Texas - United States of America

About the Role:

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.
    
    Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
    
    Why CBRE?
    
    When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mentality is encouraged. You'll realize your potential with exciting work, fast-paced assignments, an environment of constant learning and dedication to results! To enable your success, we provide the best tools, training and leaders in the industry.
    
    Our culture is built on our RISE values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Crafting the real estate solutions of tomorrow, so businesses and people thrive.
    
    Coming to work for CBRE, you will receive a comprehensive benefits package, 401k, and extraordinary perks such as career growth and longevity!
    
    Equal Employment Opportunity: 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.
    
    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 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.

Keywords: CBRE, Dallas , Financial Planning Sr Analyst, Professions , Dallas, Texas