Finance & Research Analyst (Cleveland)

SUMMARY

The Finance & Research Analyst supports financial coordination, financial planning, market analysis, and performance reporting to enhance CRESCO Real Estates 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

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

oGather, prepare, and calculate billing transactions and invoicing for submission to client

oReceive 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.

oPrepare commission and receivables reports

oCreate quarterly market reports to include written analysis explaining statistics and market activity

oUpdate and maintain all outside broker contact lists

oMaintain accurate listing and client information in CRM and other 3

rd

party databases

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

KEY RESPONSIBILITIES

Financial Coordination and Analysis

oBilling preparation : ensure that each required document is saved on file

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

oSubmit final invoices to the Director of Finance for review

oFollow closing processes to ensure property is removed from all sites

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

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

Market Research and Insights

oOngoing report generation in support of Brokers needs

oUtilize 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.)

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

oDatabase de-duping and cleanup

oResearch, write and own the production of CRESCO quarterly market reports

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