Regional Finance 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 Regional Finance Analyst role is meant to oversee the Financial operations of the Central Region and partner with the local offices within the region to promote consistency and smooth workflow and expedited AR, AP and reporting functions.

Essential duties and responsibilities

• Partner with our centralized accounting team to book and reconcile journal entries
• Month-end & Quarterly Close: prepare, format, and provide variance analysis on financial reports, maintain broker balances and other tasks as needed
• Assist in budgeting and forecasting process
• Prepare commission calculations each pay period to be submitted to the Regional Finance Manager
• Submit tickets to the centralized accounting team to create invoices
• Salesforce maintenance: track the deals and pipeline for forecasting; ensure all calculations and data entries are correct; Organize necessary documents, contracts, and agreements to support commission invoicing
• Suggest changes or improvements to increase accuracy and efficiency; provide broker support as needed
• Assist the Finance and Operations Director with special projects as needed

Qualifications

Required:

• Superior organizational skills: candidate must possess the ability to maintain an organized approach in a multi-task environment
• Detail work is a major focus of the job, and details need to be handled at a faster-than-average pace, correctly, and efficiently; must be able to work closely and accurately within established guidelines
• Candidate must have substantial computer experience including exceptional knowledge of Excel, as well as database systems
• 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

• Bachelor’s degree in Finance/Business is preferred
• 1-3 years of experience in finance and accounting
• 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

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.