Responsible to work with the Portfolio Administration region leads and account teams primarily where we are providing some level of lease accounting or other financial support to our clients. The Portfolio Administration group provides data management and financial management services for a variety of accounts, helping to ensure quality and consistency across the platform. The group is also involved in new-business pursuits and client special projects. The Sr. Financial Analyst will initially play a support role for the lease accounting aspect of the accounts, eventually taking on more finance responsibilities. Job Description
Requires intermediate knowledge of Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) regulations including an intermediate knowledge of financial terms and principles to include accounting methods (cash, accrual, and full GAAP). Conducts intermediate financial analysis.
Attending cross functional team meetings and recording/integrating decisions into documentation.
Ad hoc data compilation and accuracy tests.
Lease Accounting system testing and maintenance.
Support Portfolio Administration teams with answers to questions relating to the above.
Review straight-line records for accuracy prior to it going to the client
Review major monthly, quarterly, and annual reporting for accuracy prior to sending to the client.
Process documentation/ mapping and assist with creating policies and procedures specifically tailored to clients' needs. Train and enforce these procedures across the Portfolio Administration services platform
Provide strategic oversight to improve the service delivery model for each client
Provide a dotted-line oversight of accounting operations for a client, working closely with the client accounting team assigned to that client.
Train and assist portfolio administration managers with support needed on client reporting and other deliverables with colleagues who may not be proficient at accounting.
Ensure compliance with internal policies and procedures such as SOC1, AR, AP, etc.
Attend client calls or meetings to discuss the overall service delivery and platform initiatives
Prepare special reports, or other property management items, as required
Support new business pitch pursuits
Apply the financial policies and procedures of the company and/or client and bring inconsistencies and problems to the attention of management
Perform special projects as assigned
KEY COMPETENCIES
Strong Customer Service Skills
Strong Communication Proficiency (oral and written)
Presentation Skills
Organization Skills
Technical Proficiency
Analytical Skills
Research Skills
Detail Oriented
I nterpersonal S kills
Sense of Urgency
EDUCATION
Bachelor ' s Degree preferred in any field; business, finance/real estate , accounting ideal
ADDITIONAL ELIGIBILITY QUALIFICATIONS
2+ years relevant accounting, finance or real estate experience preferred
Or any similar combination of education and experience
Prior experience with database software packages such as CoStar Real Estate Manager
Basic knowledge of commercial real estate preferred
Proficiency with Microsoft Office Suite
Microsoft Excel (pivot tables/equations/functions, Macro usage not required but preferred)
Effective and efficient time management skills
Strong attention to detail
Proven record of providing excellent internal and external customer service
Excellent interpersonal skills with high initiative, flexibility, and team approach to work
Excellent oral and written communication skills. Ability to interact with all levels both internal and external
WORK ENVIRONMENT
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate with others and exchange accurate information; operate a computer and other office productivity machinery; move about the workplace; remain in a stationary position for 75 % of the time; and extend hands and arms in any direction.
AAP / EEO STATEMENT
C&W provides equal employment opportunity to all individuals regardless of their race, color , creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, C&W takes affirmative action to ensure that applicants are employed and employees during employment are treated without regard to any of these characteristics. Discrimination of any type will not be tolerated.
OTHER DUTIES
This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.
Note : This job description includes the core responsibilities for C&W . These duties may have slight modifications based on the regional location.
Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.
In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com . Please refer to the job title and job location when you contact us.
