Senior Financial Analyst

JOB SUMMARY

The CBRE Senior Financial Analyst position is responsible for interaction within our internal organization, borrowers, clients, contractors, attorneys, title companies, architects, brokers, appraisers, and other deal related parties. The position requires the ability to independently perform: preparation of formal written presentations analyzing a wide spectrum of issues relating to both loan and property-level requests, delivery of the highest level of customer service to both internal and external clients, prepare detailed financial analysis, modeling and commercial mortgage underwriting duties, abstracting of loan and transactional documents, property inspections, and other functions including; market / sub-market research and presentation and creation of written presentations.


ESSENTIAL DUTIES AND RESPONSIBILITIES

• Assists Portfolio Managers by performing tasks involved in monitoring the performance and progress under business plans related to a defined portfolio of assigned commercial real estate loans and joint venture investments.
• Mentors, trains, and may manage analysts.
• Provides excellent customer service and problem resolution for clients, borrowers, and internal / external customers.
• Reviews and interprets loan documents, joint venture and other deal documents and monitors compliance in accordance with those documents.
• Analyses property level financial statements including operating statements, balance sheets and rent rolls.
• Conducts research and financial analysis of commercial real estate properties, loans and portfolios.
• Assists with data compilation for client decisions and makes presentations based on analysis that will be used for investment decisions.
• Builds and maintains complex financial models to track the performance of transactions from inception through deal exit, that require advanced excel skills and a solid understanding of time value of money principals.
• Builds and maintains financial models to track contracts and cash flows from the sellout of condominium projects or other sellout type projects.
• Builds and maintains complex financial models to track capital inflows and outflows related to ground up and major renovation commercial real estate deals with multiple capital partners.
• Reconciles and reviews loan draws for funding of construction, leasing and capital costs.
• Identifies project risk, develops risk mitigation strategies and/ or contingency plans, and implements action plans to reduce or eliminate project risks.
• Performs valuations of properties in excel and/ or Argus.
• Conducts property inspections in coordination with client and/or 3rd party inspector as needed.
• Reviews budgets annually and monitors operating statements on a periodic basis, spreading both to industry standards upon receipt and benchmarking to the underwriting projections.
• Performs other duties and special projects as assigned.

SUPERVISORY RESPONSIBILITIES

May be responsible for training, mentoring or managing Portfolio Analysts or Associates.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The requirements listed below are representative of the knowledge, skill, and/or abilities requisite to this position:

• Exceptional professional writing and verbal communication skills are essential.
• General underwriting capabilities and an understanding of commercial and construction real estate asset types.
• Experience tracking construction projects for capital providers a plus.
• Ability to work in a fast-paced environment and simultaneously manage and effectively prioritize numerous complex transactions and issues.
• Detail oriented and dedicated to accuracy.
• Extensive MS Excel experience building models, both for tracking performance and forecasting cash flows.
• Complete understanding of time value of money concepts a must.
• Excellent organizational skills.
• Strong problem resolution skills.
• Great attention to detail, analytical mindset and ability to work independently as well as in a team environment.
• Previous work experience in commercial real estate with focus on cash flow modeling, construction loan administration, valuation and / or loan servicing.
• Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

EDUCATION and EXPERIENCE

Master's Degree in Business or Real estate, Bachelor's degree from a four-year college or university preferred. High School diploma or General Education Degree required with a minimum of 2 years related experience.

CERTIFICATES and/or LICENSES

None

COMMUNICATION SKILLS

• Ability to read, analyze and interpret loan documents and industry reports
• Ability to prepare clear, concise, complete, and compelling transactional presentations, reports, and business correspondence
• Ability to effectively present information to external clients and customers as well as internal management
• Ability to communicate directions and guidance to others.

FINANCIAL KNOWLEDGE

Advanced understanding of the principles of real estate and finance, including time value of money principals. Ability to perform financial calculations and model cash flows using MS Excel.

REASONING ABILITY

Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to interpret an extensive variety of instructions in written or diagram form and deal with disparate abstract and concrete variables.

OTHER SKILLS and/or ABILITIES

Proficient in comment Microsoft products such as Word, Excel, Outlook, etc

Why CBRE?

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.

Our Values in Hiring

At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.

Applicant AI Use Disclosure

We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.

About CBRE Group, Inc.

CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at

Equal Employment Opportunity: CBRE has 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.

Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at View email address on click.appcast.io or via telephone at View phone number on click.appcast.io (U.S.) and View phone number on click.appcast.io (Canada).


About CBRE Group, Inc. CBRE Group, Inc. (NYSE: CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm and a premier provider of critical infrastructure services. The company has more than 155,000 employees serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage servicing, valuations); Building Operations & Experience (facilities management, property management, flex space & experience, critical infrastructure); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at