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Financial Analyst, Accountant
at CBRE
Houston, TX

Financial Analyst, Accountant
at CBRE
Houston, TX

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Description

JOB SUMMARY  
 
Looking for a stellar Financial Analyst to join CBRE, the world's largest commercial real estate services and investment firm! 


We offer an excellent growth opportunity for a highly motivated Financial Analyst eager for new challenges and the chance to make a difference. 


Financial Analyst will assist in maintaining accounting processes and procedures which comply with generally accepted accounting principles and management reporting requirements. Reconcile records with internal company employees and management, or external vendors or customers.  Participate in performing month-end accruals, account analysis and reporting required to achieve timely, accurate month-end and year-end accounting close. Conducts and documents moderate to complex financial analysis, financial reporting and ad hoc finance projects. Assists in performing routine analysis of processes and metrics to identify areas where team productivity and efficiencies can be improved. Identifies process and system improvements and implements solutions that will increase efficiencies and customer satisfaction. Aids organization with financial functions, such as cost control and project control. Participate in leading special projects and other assigned initiatives. 


The ideal candidate will hold a CPA license and have a minimum of 2+ years of varied professional accounting experience working with both a public company and major public accounting firm. 


If you have a solid accounting professional background, energy and passion for your work, self-starter, collaborator, team player, effective communicator, and thrive in a dynamic fast-pace environment, we encourage you to apply for the role.
 
 
ESSENTIAL DUTIES AND RESPONSIBILITIES  

 

Assist in maintaining accounting processes and procedures which comply with generally accepted accounting principles and management reporting requirements.


Assist in ensuring that processes and procedures are in compliance with company policies and acceptable accounting practices.


Analyzes records of financial transactions to determine accuracy and completeness of entries.


Responsible for specific tasks related to accounts receivable and accounts payable activities.


Participate in preparation of customer billing.


Assist in reviewing billing / funding reconciliation process performed by REAS.


Participate in performing month-end accruals, account analysis and reporting required to achieve timely, accurate month-end and year-end accounting close.

 
Assist in compiling historic and projections data ahead of the corporate budgetary process.


Responsible for preparing reconciliation of vendor accounts receivable to internal accounts payable records.


Ensure timely payment of vendor invoices and customer billing.


Assists in researching vendor/invoice and customer/billing issues.


Work with Team in supporting operations in processing purchase orders, assist in administering purchase order workflow, resolving invoice match exceptions, verifying the accuracy of invoices and other accounting documents or records.

 
May be required to read and interpret contracts, legal documents, and other agreements. Ability to record complex business transactions in the general ledger.


Provide informal assistance such as technical guidance and/or training to coworkers. Assist in coordinating work and assign tasks.


Assist in performing routine analysis of processes and metrics to identify areas where team productivity and efficiencies can be improved within the financial operations team.


Assist in identifying process and system improvements and implements solutions that will increase efficiencies and customer satisfaction by using established/new processes to initiate a new project/work effort.


Participate in system conversion or enhancements, requiring user acceptance testing, providing feedback to IT programmers, and training other staff member on the new process / system.


Other duties may be 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.


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  

CPA preferred


COMMUNICATION SKILLS  

Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information.  Proven ability to communicate effectively, both orally and in writing, and interact effectively with management, employees, representatives of federal and state governments, and external auditors.  Ability to collect, analyze, and summarize data and prepare clear, concise financial reports. Must have ability to convey complex financial issues to non-financial users.


FINANCIAL KNOWLEDGE  


Comprehensive knowledge of Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) regulations.  Requires knowledge of financial terms and principles. Ability to calculate intermediate to advanced figures such as percentages, discounts, and/or commissions. Conducts intermediate to advanced financial analysis.  Advanced understanding of accounting and bookkeeping concepts preferred.  Ability to assist with budget and forecast preparation.  Follows accounting practices to ensure optimum client satisfaction while guaranteeing CBRE financial interests are protected.


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.

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