CBRE Heery, Inc.is currently seeking a Financial Analyst to join the team in our corporate office in Buckhead, Atlanta, GA. The Financial Analyst is responsible for all accounting relating to project cost and project revenue control. This is accomplished by monitoring and maintaining project cost, billing, and revenue information in the financial database, Microsoft Dynamics AX 2012 (DAX). The Financial Analyst works closely with Area, Regional, and Project Mangers.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Issue new project numbers.
Approve or reject Project Setup Notices and Budget Revisions based on their compliance with the client, contract, and CBRE Heery's policies regarding contracts and revenue recognition.
Process approved Project Setup Notices and Budget Revisions.
Advise Project Managers on how to set up projects, track costs, and analyze projects.
Ensure that internal controls are being met in regards to contracts & signing procedures.
Transfer time and expenses as requested by Management in DAX.
Run DAX processes on an as needed basis to recalculate project costs, revenue and billings;
Posessing a clear understanding how these processes move and impact data from DAX Accounts Payable, Accounts Receivable, Project Accounting, and General Ledger.
Review CBRE Heery, Inc. financial statements, including FLASH Blues, Grays, and Greens while understanding the impact of project changes to CBRE Heery Inc.'s Profit & Loss Statement.
Routinely conduct comprehensive reviews of all assigned projects using DAX & DAX Reports.
Additional project analysis and special assignments as needed.
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.
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. Degree in Accounting or Finance is preferred. Some prior related work experience preferred but not required.
Preferred Skills: Advanced Excel spreadsheet development and modeling skills
2+ years related experience Developed analytical skills with strong attention to detail Good organization skills that promote prioritizing and meeting deadlines Great problem-solving skills Experience in managing and reconciling large amounts of financial and statistical data Experience in accounting for professional services at a project level, including both customer billing and project budgeting Experience in process improvement Microsoft Dynamics AX 2012 experience is a plus
CERTIFICATES and/or LICENSES
Strong written and verbal communication skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information to supervisors and finance management.
Requires knowledge of basic financial terms, concepts and accounting principles.
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.
Internal Number: 20015244
With broader and deeper capabilities than any other company, CBRE is the leading full-service real estate services and investment organization in the world.
CBRE Group, Inc. is the world’s largest commercial real estate services and investment firm, with 2017 revenues of $14.2 billion and more than 80,000 employees (excluding affiliate offices). CBRE has been included in the Fortune 500 since 2008, ranking #214 in 2017. It also has been voted the industry’s top brand by the Lipsey Company for 17 consecutive years, and has been named one of Fortune’s “Most Admired Companies” in the real estate sector for six years in a row. Its shares trade on the New York Stock Exchange under the symbol “CBRE.”
CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.