Regional Finance Senior Analyst

Job Description

Job Description

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 Sr. Analyst role is meant to oversee the Financial operations of the Northeast Region and partner with the local offices within the region to promote consistency and smooth workflow and expedited AR, AP and reporting functions. This role is expected to be in the office 4 days a week with the fifth day being a remote day.

Essential duties and responsibilities

• General Ledger Maintenance
  • Ensure proper coding and classification of transactions.
  • Reconcile accounts to ensure the accuracy of financial Statements.
• Accounting
  • Salesforce maintenance: track the deals and pipeline for forecasting; ensure all calculations and data entries are correct.
  • Coordinate necessary documents, contracts, and agreements to support invoicing and submit for invoices to be processed.
  • Responsible to track accounts receivable aging and follow up with internal team and payors. Reconcile accounts receivable reserve account. Discuss issues with Regional lead.
  • Process accounts payable and coordinate with teams on payment process. Working with vendors to ensure payments are timely.
  • Work with the Project management teams monthly to maintain billing, unbilled amounts and open accounts receivable. Compiling necessary information for client reimbursable expenses.
  • Prepare commission calculations for each pay period to be submitted to the Regional Finance Manager.
• Financial Reporting
  • Prepare Salesforce work in process reports on a monthly basis and review for accuracy.
  • Month-end & Quarterly Close: prepare, format, and provide variance analysis on financial reports with your Regional lead.
  • Ad-hoc financial analysis.
• Process Ownership
  • Across all areas of support, suggest changes or improvements to increase accuracy and efficiency.
  • Assist the Finance and Operations Manager 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.
• 4+ years of experience is preferred.
• Salesforce CRM knowledge desirable but not required.
• Experience in the commercial real estate industry is desirable is 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.