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Financial Analyst - Development & Investment - Trammell Crow Company

Salary
Competitive
Employment
Full Time
Real Estate Field
Location
Dallas
 TX
Postal Code
75201
Country
United States

This job is no longer active.

Description


JOB SUMMARY

Responsible for the daily financial management and accounting reporting activities, including updating the asset management system (ELITE), preparation of cost reports, draw packages, budgets, administration of loan and vendor contracts, closeout packages, and earn out calculations.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Prepares various analyses, generally using spreadsheets, to monitor project(s) and evaluate strategic alternatives. This includes development/construction projects and prospective sales and/or leases.

Prepares information used by corporate accounting for financial reporting and project accounting purposes. Examples include requests for funding against construction loans, and the business unit's payables, forecasts, or budgets.

Keeps asset management system (ELITE) information updated for Business Unit's projects.

Administers loans, vendor contracts, and draws for development projects, including monitoring key dates and reporting requirements for assigned projects.

Provides information to any tax consultants working on appeals of assessments.

Completes earn out calculations and ongoing analyses of exit strategies.

Assembles and distributes project closeout packages, which include all information related to completed projects.

Other duties may be assigned

SUPERVISORY RESPONSIBILITIES

No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance, and/or training to coworkers. May coordinate and assign tasks to co-workers within a work unit and/or project.

QUALIFICATIONS

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 in Accounting or Finance. 0-2 years accounting/finance experience. Experience in or exposure to real estate industry preferred.

COMMUNICATION SKILLS

Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information to both internal and external constituents.

FINANCIAL KNOWLEDGE

Requires knowledge of financial and real estate terms and principles. Ability to calculate advanced figures such as percentages, discounts, present value, internal rates of return, distribution waterfall, and/or commissions. Conducts advanced financial analysis.

REASONING ABILITY

Ability to comprehend, analyze, and interpret documents and financial reports. Ability to solve problems involving several options in situations. Requires advanced analytical and quantitative skills.

SCOPE OF RESPONSIBILITY

Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines as well as deadlines prescribed from client reporting requirements. Errors in judgment may cause short-term impact to co-workers and supervisor.

CBRE is an equal opportunity/affirmative action employer with a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

NOTE: An additional requirement for this role is the ability to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing.

Job Function


Not specified

 

Job Sector


Not specified

 

Experience


N/A


This job is no longer active.

Dallas Full Time TX Financial Analyst - Development & Investment - Trammell Crow Company other