What are the responsibilities and job description for the Regional Finance Analyst position at Cresa?
Responsibilities
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- Partner with our centralized accounting team to book and reconcile journal entries
- Month-end & Quarterly Close: prepare, format, and provide variance analysis on financial reports, maintain broker balances and other tasks as needed
- Assist in budgeting and forecasting process
- Prepare commission calculations each pay period to be submitted to the Regional Finance Manager
- Prepare Commissions to be paid on the semi-monthly payroll.
- Proper allocation of cash receipts and advising the brokers received.
- Submit tickets to the centralized accounting team to create invoices
- Salesforce maintenance: track the deals and pipeline for forecasting; ensure all calculations and data entries are correct; Organize necessary documents, contracts, and agreements to support commission invoicing
- Suggest changes or improvements to increase accuracy and efficiency; provide broker support as needed
- Assist the Finance and Operations Manager with special projects as needed
- 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
- 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
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