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Financial Analyst

San Francisco, California
Job Type
1 Aug 2022
Service line
Advisory Segment
Role type
Areas of Interest
Accounting/Finance, Data & Analytics
San Francisco - California - United States of America

CBRE is seeking a financial analyst for its Agency Brokerage Team (office leasing and sales) operations. This particular role is vitally important to the success of the Team and we are looking for a hard-working, high-energy, motivated, dedicated, personable, and detail-oriented individual.

Working under close supervision, conducts and documents simple to moderate standard financial analysis and ad hoc finance projects. Aids organization with financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control, and project control.


Evaluates and analyzes a variety of financial results and indicators such as capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc.

Compiles budgetary and fiscal data received from assigned departments to prepare revenue
balance statements and historical comparisons of departmental expenditures with requested

Analyzes records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses.

Assists in preparation of special studies, analyses, and recommendations in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, and business forecasts.

Retrieves and organizes data into required reporting formats to provide a basis for comparison and evaluation.

Prepares reports analyzing specific aspects of department structures, functions and operational procedures and recommends ways to improve efficiency and/or effectiveness.

Financial Analysis/NPV Analyses: Work with Brokers to analyze various proposals (side by side) or one-off ideas, hypotheticals and more; make sure Brokers are equipped with the best information so that they can present options clearly and advise clients.

Leasing & Marketing Support: Assist Brokers with leasing and marketing support, including (but not limited to): lease proposals, leasing reports, producing marketing reports, working with the Graphic Designers, taking pictures of buildings, etc.

Pitches and Presentations: Assist Brokers in producing Pitches and Presentations for a variety of clients including: Landlord clients/prospects, Tenant clients/prospects, etc.

Surveys: Work with Brokers to produce surveys based on the different requirements, needs and desires of various clients.

Market Research: Work with the Research Department on behalf of the Brokers to ensure all market research is of the highest quality and remains up to date.

Participate in Sales Meetings: Discuss what's happened in the market and take notes of new reports, comps, etc.

Performs other duties as assigned.


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


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.

• Bachelor's Degree
• Financial Background
• 2.5 - 3+ year commitment
• Real Estate License (preferred, not required)
• Extensive experience in Excel, PowerPoint, Word, etc.
• Willingness to work long hours, and occasionally on weekends as needed


Strong written and verbal communication skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information to supervisors and finance management.


Prior experience/background in Finance is required. Requires knowledge of basic financial terms, concepts and accounting principles.


Ability to comprehend, analyze, and interpret financial information and the ability to accurately explain/report activity in verbal and written communications. Requires intermediate analytical skills.


Computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Strong work ethic and adaptable. Experience with Arus is preferred but not required.


Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. 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.
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  • Job Reference: 674028857-2
  • Date Posted: 1 August 2022
  • Recruiter: CBRE
  • Location: San Francisco, California
  • Salary: On Application
  • Sector: Accounting
  • Job Type: Permanent