Finance & Research Analyst

SUMMARY

The Finance & Research Analyst supports financial coordination, financial planning, market analysis, and performance reporting to enhance CRESCO Real Estate’s competitive positioning. This role combines financial tracking, forecasting, and research to deliver data driven information in support of brokers in their client strategy and revenue optimization.

ESSENTIAL DUTIES AND RESPONSIBILITIES

o   Miscellaneous tasks for Brokers; prospecting lists & deal comp reports on properties

o   Gather, prepare, and calculate billing transactions and invoicing for submission to client

o   Receive invoice payments divide the payments accordingly by broker both in the CRM and accounting software and submit fee applications to the Director of Finance for review.

o   Prepare commission and receivables reports

o   Create quarterly market reports to include written analysis explaining statistics and market activity

o   Update and maintain all outside broker contact lists

o   Maintain accurate listing and client information in CRM and other 3

rd

party databases

o   Effectively communicate with others within the company to ensure timely completion of tasks

KEY RESPONSIBILITIES

Financial Coordination and Analysis

o  Billing preparation : ensure that each required document is saved on file

o  Process billings within CRM system assuring detailed, correct information has been provided by broker – review all deal expenses and commission splits associated with the transaction

o  Submit final invoices to the Director of Finance for review

o  Follow closing processes to ensure property is removed from all sites

o  Run a monthly aging open accounts receivable report by primary deal broker. Ensure that each broker receives and understands their open AR reports.

o  Promptly receive feedback and instructions on how to proceed with open AR accounts.

Market Research and Insights

o  Ongoing report generation in support of Broker’s needs

o  Utilize real estate software to compile and distribute research in the form of narratives, graphics, data summaries, etc. for internal and external clients. (i.e. LandVision, CoStar, Nearmap, etc.)

o  Working with brokers and operation team members to ensure the system is working properly and finding ways to improve / enhance the system

o  Database de-duping and cleanup

o  Research, write and own the production of CRESCO quarterly market reports

o  Study and leverage the Cushman & Wakefield global internal platform to scrub content, data and research for brokers in office to use in their business