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Cresa · 1 day ago

Regional Finance Senior Analyst

Dallas, TX

Full-time

Hybrid

Mid, Senior Level

4+ years exp

Cresa is a company dedicated to enhancing the quality of life for their clients and employees through real estate solutions. The Regional Finance Senior Analyst role involves overseeing financial operations for the Northeast Region, ensuring accuracy in financial reporting, and collaborating with local offices to streamline processes.

AdviceBuilding MaterialCommercialCommercial Real EstateConsultingLegalProject ManagementReal Estate

Culture & Values

Responsibilities

General Ledger Maintenance

Ensure proper coding and classification of transactions

Reconcile accounts to ensure the accuracy of financial Statements

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

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

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

Qualification

Financial ReportingGeneral Ledger MaintenanceAccounts Receivable ManagementExcelSalesforce CRMOrganizational SkillsEffective CommunicationTeam OrientedAttention to Detail

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

Preferred

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