Operations Analyst

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 Operations Analyst, Account, is a detail-oriented and proactive finance professional who will support global financial, contracting, and procurement processes while ensuring compliance, accuracy, and efficiency. This role requires a strong understanding of financial and accounting standards and a basic knowledge of contract requirements, as well as local financial regulations. The ideal candidate will collaborate across multiple teams, including vendors, accounts payable, internal stakeholders, and clients, to manage key financial and contract operational activities such as invoicing, chargebacks, reconciliations, and client financial reporting. They will be critical in driving process improvements through automation and support essential financial contract deliverables, including budgets and forecasts, to enhance overall financial operations. Strong analytical skills, organizational abilities, and proficiency in financial tools and reporting systems are essential for success. Effective communication and stakeholder management skills are also crucial, as this role requires cross-functional collaboration to streamline financial processes and ensure compliance with regulatory and contractual obligations. The successful candidate for this role is based on the East Coast, preferably in New York.

Essential duties and responsibilities

• Operate within client’s financial and accounting policies and associated legal/contractual requirements.
• Update the team and stakeholders on changes in the client’s financial/accounting policies and their impact on the team.
• Partner across teams (vendors, Accounts Payable, client, internal, etc.) to ensure a smooth approval process of financial documents.
• Manage global in-country invoicing processes, ensuring accuracy and compliance with local financial regulations.
• Support the real estate team in managing the chargeback process with customers, ensuring proper documentation, adherence to approval workflows, and timely resolution.
• Reconcile payments to ensure proper allocation and resolution of discrepancies to ensure accurate financial reporting.
• Coordinate and thoroughly track annual contracts and spending authorizations (Purchase Orders) to ensure business continuity and avoid interruptions.
• Develop and drive work-back schedules to support business manager(s) in key financial deliverables (budget, accruals, forecasts, etc.).
• Refresh and deliver routine and ad hoc financial reporting.
• Increase productivity by developing automated accounting applications and coordinating information requirements.
• Maintain confidentiality around financial information.
• Provide timely responses to client inquiries, work requests, and concerns.
• Actively support the internal team that focuses on financial analysis
• Ensure compliance with corporate financial policies and procedures.
• Assist in audits and financial reviews as needed.
• Coordinate with Cresa internal finance to support various ad-hoc requests.

Qualifications

• Excellent organizational and time management skills
• Proficiency with MS Office Suite and Smartsheet
• Familiarity with advanced data query (Power Query, SQL) and visualization (Power BI) tools preferred
• Ability to extract data from various sources (SharePoint, Oracle, etc.)
• This role requires regular communication with clients and team members, ensuring clear and accurate information exchange
• Builds strong relationships with stakeholders, clients, and team members.
• Team player, who can balance and prioritize multiple stakeholder requirements

Education/Experience

• BA in Finance, Business Admin, or related or equivalent experience
• 3 - 4 years of finance experience
• Global finance experience preferred.
• Good person with high moral integrity
• Very strong written and verbal communication skills, including executive presentations
• Strong problem solver, especially in highly ambiguous situations

EEOC

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.