\Responsible to work with the Portfolio Administration region leads and account teams primarily where we are providing some level of lease accounting or other financial support to our clients. The Portfolio Administration group provides data management and financial management services for a variety of accounts, helping to ensure quality and consistency across the platform. The group is also involved in new-business pursuits and client special projects. The Sr. Financial Analyst will initially play a support role for the lease accounting aspect of the accounts, eventually taking on more finance responsibilities.
Requires intermediate knowledge of Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) regulations including an intermediate knowledge of financial terms and principles to include accounting methods (cash, accrual, and full GAAP). Conducts intermediate financial analysis.
Attending cross functional team meetings and recording/integrating decisions into documentation.
Ad hoc data compilation and accuracy tests.
Lease Accounting system testing and maintenance.
Support Portfolio Administration teams with answers to questions relating to the above.
Review straight-line records for accuracy prior to it going to the client
Review major monthly, quarterly, and annual reporting for accuracy prior to sending to the client.
Process documentation/ mapping and assist with creating policies and procedures specifically tailored to clients' needs. Train and enforce these procedures across the Portfolio Administration services platform
Provide strategic oversight to improve the service delivery model for each client
Provide a dotted-line oversight of accounting operations for a client, working closely with the client accounting team assigned to that client.
Train and assist portfolio administration managers with support needed on client reporting and other deliverables with colleagues who may not be proficient at accounting.
Ensure compliance with internal policies and procedures such as SOC1, AR, AP, etc.
Attend client calls or meetings to discuss the overall service delivery and platform initiatives
Prepare special reports, or other property management items, as required
Support new business pitch pursuits
Apply the financial policies and procedures of the company and/or client and bring inconsistencies and problems to the attention of management
Perform special projects as assigned
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.