Job Title
Financial Analyst
Job Description Summary
Responsible for all phases of accounting using established accounting principles, including financial reporting for
clients, projects, or business units, analysis, assistance with budgeting, and general ledger maintenance, as well
as use sound technical skills and solid judgment to provide leadership within the accounting team.
Job Description
Essential Job Duties:
- Perform Full Cycle Accounting to include analysis of accounts or accounting transactions. Prepare and assist with cash management, AP and AR, Accruals and reconciliations. Prioritize and maintain organization of a high-volume workload for multiple clients.
- Prepare comprehensive financial reporting packages timely and accurately in accordance with internal controls and client requirements; Includes prioritizing and maintaining high volume workload and productivity standards for multiple clients.
- Research, analyze and effectively communicate complex accounting issues and escalate appropriately. Effectively communicate and collaborate with clients and property management in a timely manner.
- Apply appropriate procedures for preparation of accounting records, research of transactions and reporting.
- Apply the financial policies and procedures of the company and bring inconsistencies, problems and recommendations to the attention of management.
- Prepare and review fixed asset ledgers to ensure items are properly capitalized and depreciated based on owner requirements; Calculate and record straight-line rent based on client preferences.
- Comply and assist with internal and external audits by providing appropriate documentation and information as requested.
- Provide support and guidance by coaching Accountants as required by management; lead team meetings, assist with onboarding of new assignments or take a lead role on projects.
- Performs other related duties as required or requested.
Education/Experience/Training:
- College degree in Finance or Accounting preferred
Work Experience:
- Requires one to three years of experience or equivalent combination of education and experience • Specialized Knowledge/Skills – Experience with Yardi, MRI, or other real estate accounting software preferred; Strong MS Office Proficiency
Competencies:
- Analytical
- Attention to Detail
- Communication – Oral & Written
- Customer/Client Focus
- Financial Management
- Independent Judgment
- Interpersonal
Competencies (continued):
- Relationship Management
- Results Driven
- Time Management
Physical Demands/Environmental Work Conditions:
- Crouching: demonstrates the ability to bend the body downward and forward by bending leg and spine. : Occasionally
- Fingering: demonstrates the ability to pick, pinch, type, or otherwise work primarily with fingers rather than the whole hand. : Frequently
- Grasping: demonstrates the ability to apply pressure to an object within the fingers and palm. :Frequently
- Hearing: demonstrates the ability to receive detailed information through oral communication. : Frequently
- Lifting: demonstrates the ability to raise objects from a lower to a higher position or move objects horizontally from position-to-position. : Occasionally
- May be required to travel up to 5% of the time. Travel may vary in frequency and duration.
- Demonstrates the ability to have close visual acuity to perform an activity such as: o Preparing and analyzing data and figures; transcribing; viewing a computer terminal, etc.
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.
Note: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. This job description is subject to change at any time and may differ slightly based on regional location.
INCO: “Cushman & Wakefield”
