Job Title

Financial Analyst

Job Description Summary

The financial analyst will work with the fee-earner and their team to perform various forms of financial analysis. In this role the financial analyst will support the fee-earner in pursuit of prospect clients and the servicing of clients from an analytical perspective.

ESSENTIAL DUTIES AND RESPONSIBILITIES

o Support service lines by performing property level analytics, supporting pursuits, and generating reports to internal and external clients
o Perform various analytics unique to service line and industry which may require varying source documents and/or modeling.

Job Description

Key responsibilities

Financial Analysis

• Receive request from fee-earner or service delivery coordinator for analysis
• Collect required data inputs and make request for information, as needed, from necessary parties to complete analysis
• Perform various analytics as requested by fee-earner using industry-specific systems/tools and Microsoft Excel
• Meet with Fee Earner and/or Associate to discuss assumptions and scenarios for analysis
• Draft analysis for review and packaging of material by fee-earner
• Edit and refine analysis based on feedback
• Support Marketing Specialists, as required, for creative interpretation of financial analysis
• Finalize and package analysis for delivery to fee-earner

Pitch and Proposal Coordination

• Attend strategy meeting with to discuss required analysis for pitch/proposal and corresponding assumptions and scenarios
• Perform necessary analysis and provide to fee-earner for review
• Draft analysis write up and provide to Associate for review and completion
• Provide analysis to Marketing and/or service delivery coordinator for inclusion in pitch and/or proposal
• Edit analysis based on feedback
• Draft analysis write up and provide to Associate for review and completion
• Provide finalized analysis to service delivery coordinator and/or Marketing for inclusion in overall pitch and/or proposal
• Revise analysis based on feedback from fee-earner and or Client as a result of pitch/proposal

Content Marketing and Graphic Design

• Perform analysis as necessary for desired content
• Draft analysis write up and provide to Associate for review and completion
• Deliver analysis to necessary party for inclusion in overall deliverable
• Provide Marketing and/or service delivery coordinator analysis for inclusion in overall presentation design
• Work with graphic designers on related visuals for analysis

Respond to Data Requests

• Request necessary information from appropriate party for analysis requested and follow up as necessary
• Perform analysis in response to data request and provide to fee-earner
• Review analysis with fee-earner and Associate and adjust based on feedback
• Provide final analysis to fee-earner or other party if included as part of overall presentation

Role will be evaluated on the following:

• Accuracy of analysis
• Timeliness of analysis
• Client Churn
• Support Hours Required
• Pursuits Supported
• Cost of Customer Acquisition

BACKGROUND AND EXPERIENCE

Demonstrated experience should include:

• Bachelor’s Degree (Finance or Accounting preferred)
• 1-7 years’ experience in Finance field
• Financial modelling experience
• Commercial Real Estate experience a plus
• Knowledge of Microsoft Office with intermediate knowledge of Excel for junior positions and advanced knowledge in Excel for junior positions
• Advanced experience in Argus and Real Capital Analytics for senior positions

Competencies

• Exceptional analytical skills
• Strong math and advanced research skills
• Ability to read and interpret financial statements
• Strong written and oral communication skills
• Ability to multitask
• Knowledge of financial formulas

Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, email HRServices@cushwake.com or HRServices@cwservices.com. All inquiries not related to accommodations will go unanswered.