As a Financial Analysis Associate, you will be part of a team working closely with GRE Regional Finance teams to consolidate financial results on a monthly, quarterly basis, and for budgets. Scope will encompass expenses, capital investments, as well as balance sheet. You will also help conducting value-added analysis of financial results, ensuring sound control environment, and presenting information to senior management within GRE, major LOBs, and regulators. This role requires strong analytic... more details
The Global Real Estate (GRE) Finance team sits within the Chief Administrative Office’s Finance & Business Management division. This team analyzes key components of the Firm’s corporate real estate portfolio including capital and expense planning, balance sheet forecasting, headcount planning, and portfolio occupancy. It also advises internal stakeholders on their workforce and location planning process – providing in-depth analyses, market intelligence, and recommendations – to optimize business strategy and drive decisions that benefit both the Line of Business (LOBs) and the firm as a whole.
Job Summary
As a Financial Analysis Associate, you will be part of a team working closely with GRE Regional Finance teams to consolidate financial results on a monthly, quarterly basis, and for budgets. Scope will encompass expenses, capital investments, as well as balance sheet. You will also help conducting value-added analysis of financial results, ensuring sound control environment, and presenting information to senior management within GRE, major LOBs, and regulators. This role requires strong analytical and presentation skills, as you will be expected to analyze and synthesize data into executive level materials to senior management. It is a fast-paced role, requiring flexibility and comfort with frequent shifts in priorities according to LOB and senior leadership requests. This is a hybrid role.
Job Responsibilities:
- Collaborate with GRE Regional Finance teams with all financial planning and forecast submission’s for each respective region; scope encompasses expenses, capital investments, and balance sheet
- Contribute to monthly Executive Management Report, which covers strategic and operational aspects of GRE
- Provide meaningful oversight on consolidated financial forecast and analyze key business drivers, performance against budget, targets, and trend analyses
- Unlock executive level insights on variance drivers between actuals, actuals vs forecast, round over round forecasts, flag risks and opportunities for the Global CFO
- Act with integrity and maintain confidentiality while producing 5-year forecast outlooks, combining key strategies and capital investment plan
- Concisely communicate with Corporate and Firmwide team on GRE’s monthly, quarterly, and annual budget submissions, provide comparative analysis on current submission vs. prior
Required Qualifications, Capabilities, and Skills:
- 3+ years of finance and/or accounting experience.
- Excellent problem-solving skills, sharp analytical/quantitative skills and ability to analyze large data sets and draw conclusions, with an eye for detail but focused on the ‘big picture’
- Strong relationship building with proven experience of collaborating with others across functions and product and locations
- Excellent written and verbal communication skills
- Execution-orientated and able to complete tasks independently
- Ability to handle multiple deliverables simultaneously; must be comfortable with fast changing priorities
Preferred Qualifications, Capabilities, and Skills:
- Real estate finance experience a plus
- Proficient in Microsoft Excel and PowerPoint, experience with Tableau a plus
