Financial Analyst
Responsibilities
- Support producers / salespeople in organizing necessary documentation, contracts, and agreements to support invoicing and commission calculations.
- Prepare commission calculations for payroll processing.
- Act as direct liaison between the producers and the Regional Finance Team.
- Research and produce additional reports as requested (e.g., general ledger reports, aging AR reports, internal breakdowns by producer, etc), as well as provide ad hoc producer support.
- Assist with creation and submission of expense reports.
- Salesforce maintenance : tracking deals and pipeline for forecasting; ensure all calculations and data entries are correct.
- Partner with our centralized Accounting team to coordinate revenue and expense recognition and journal entry reconciliations.
- Support the Regional Finance Leads in the budgeting and forecasting processes.
- Effectively communicates corporate timelines, compliance requirements, and the timing of invoice submittals and fee receipts.
Qualifications & Requirements
- Superior organizational skills; candidate must possess the ability to maintain an organized approach in a multi-task environment.
- Ability to enter data efficiently, timely, and correctly to meet deadlines; disciplined and able to maintain confidentiality with sensitive information.
- Accurate and detail work is a major focus of the job, and s need to be handled efficiently; must be able to work within established guidelines.
- The ability to read a situation for when flexibility is needed opposed to the firm guidelines that are always enforced.
- Effective communicator with professional written and oral communication skills
- Ability to take the initiative and do what is needed in situations of ambiguity
Experience & Education
- 4-year degree in a business-related field is desirable but not required; a significant level of professional experience in a similar role would suffice.
- Salesforce CRM knowledge desirable, but not required.
- Experience in the commercial real estate industry is desirable but not required; we will provide industry-specific training to support you in this role.
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.
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