Overview

The legal profession is all about meeting challenges and finding solutions. Foley is looking for an experienced Financial Analyst who shares our passion for delivering the highest level of client service and will thrive in our inclusive, team-oriented culture.

This position includes facilitating preparation and review of all compensation related budget and forecast processes; the financial aspects of the partner compensation process;

prepares analysis of current or proposed operations; provides timely and concise recommendations to improve results and performance.

Responsibilities

• Drives core financial reviews for the compensation process, including partner compensation, annual budget, and mid-year forecast
• Creates, reviews, and manages all data related to the partner compensation process
• In collaboration with the FP&A manager, prepares financial reports with reliable conclusions that management can use to implement more effective operational strategies
• Analyzes trends, forecasts and monitors variances
• Provides creative alternatives and recommendations to reduce costs and improve financial performance
• Develops, maintains, and distributes ad-hoc reports and financial models, as requested
• Analyzes data to ensure proper accounting procedures have been followed
• Works closely with the finance team to ensure accurate financial reporting
• In collaboration with the FP&A manager, acts as administrator for partner compensation and budgeting systems
• Protects operations by keeping financial information confidential

Qualifications

• Bachelor's Degree in Accounting, Finance or related field required
• Technical proficiency with excel and data processing, with a high level of organization and attention to detail
• Minimum of three (3) years of experience in accounting and / or finance including prior experience in financial analysis
• CPA preferred
• Prior law firm or professional services experience preferred

ESSENTIAL JOB FUNCTIONS

Analyze, review, and interpret real estate source documents, including leases, abstracts, operating statements, rent rolls, and other due diligence material.

Research market conditions in support of financial scenario assumptions.

Work with Brokers to analyze various proposals using discounted cash flow analysis, EBITDA, and Balance Sheet impact.

Develop complex and comprehensive financial models to help clients understand the implications of real estate occupancy decisions.

Assist Brokers with the creation of financial comparison reports, summaries, lease abstracts, market surveys, market research, business development initiatives, quarterly and year-end reports, portfolio analytics, and client presentations.

Prepare and deliver business cases, reoccurring client reports, and client presentations that influence the decision-making of client leadership.

Support drafting of technical memos, proposal responses, presentations, reports for prospect and client meetings, advanced market research, collection and analysis of economic, demographic, and real estate market data, internal and external business development.

Review and analyze legal documents, financial reports, and operating plans as part of due diligence process, negotiations, and restructures.

Maintain social presence within the company and up to date on industry trends.

Oversee the production of presentations and reports for prospect and client meetings.

Support transaction management with prospecting and pitching new business.

POSITION REQUIREMENTS

Bachelor's degree with high academic achievement in Real Estate, Finance, Accounting, or Economics.

Work experience in real estate, finance, accounting, or economics.

Commercial real estate experience a plus.

Strong understanding of financial concepts (i.e., Discounted Cash Flow, IRR, NPV, etc.)

Ability to review, analyze and interpret source documents, including leases, operating statements, budgets, etc.

Intermediate-level Excel skills, experience with LeaseCalcs a plus.

Must demonstrate an aptitude for building and understanding financial models.

Intellectual curiosity with a demonstrated enthusiasm for the commercial real estate industry.

Excellent quantitative and analytical skills in combination with outstanding communication skills (both oral and written).

Self-starter with sharp focus on details with an awareness of the bigger picture.

A sense of personal accountability and urgency for achieving results in a challenging, fast-paced, environment.

Ability to work effectively within a team and with all levels of personnel.

Professional demeanor and positive attitude.

Demonstrate intellectual curiosity and critical thinking skills.

Strong analytical, oral and written communication skills.

Strong interpersonal skills and ability to effectively present information.

Self-motivated, team orientated and strong time management skills.

Creative thinker comfortable working in a fluid, dynamic setting.

The qualified candidate will be detail oriented, able to handle multiple projects simultaneously, extremely professional, and customer service oriented.

Operates with a high degree of integrity and has ability to maintain discretion regarding personnel and industry-related matters.

Reliability a must.

Flexibility to travel, as needed in support of sales efforts or client project delivery.

Ability to read and understand information and ideas presented orally and in writing.

Ability to communicate information and ideas in writing, graphics, and orally so others will understand.

WORK SHIFT

LOCATION

Washington, District of Columbia

Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member.

We embrace diversity, equity and inclusion not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone.

Transwestern offers an exciting work environment, competitive salary and excellent benefits, which include medical, dental and vision coverage, as well as a 401(K) plan.

Transwestern is an Equal Opportunity Employer.

A bit about us :

We are a global communication service provider, enabling mid-market and enterprise businesses to connect people and applications.

We tailor our highly available cloud communication, connectivity, and security services to meet the unique needs of our clients. Come grow with us!

Why join us?

• Fully remote
• Competitive Pay and Full benefits package
• Room to grow

If you have a minimum of 2+ years’ experience working with Workday, financials, integrations / implementations, and maintenance of modules, please see below!

This is NOT an HR-focused role, you will be working within the Accounting Department

Job Details

MUST HAVE certification in Workday Financials. If you DO NOT have a certification you will NOT be considered.

MUST HAVE :

• Minimum of 2+ years’ experience working with Workday, financials, integrations / implementations, and maintenance of modules.
• At least 2-3+ years of finance configuration / implementation experience in Workday. Will mainly be dealing with accounting, P&L, Balance sheet and true financial analysis reporting plus the implementation from a billing perspective.

Responsibilities :

• Support maintenance of Workday Financials configuration, including setup and functional configuration. Experience required in multiple modules such as : Financial Accounting, Projects, Project Billing, Accounts Payable, Expense, Procurement, and Planning
• Gather requirements for, create, and maintain data and configuration changes required to accommodate rapid organizational and business process requirements
• Work closely with the business teams to understand system pain points, determine root causes, and develop solutions to address short and long-term issues
• Implement solutions through successful design, development, testing, and deployment with required documentation
• Support major Workday FIN releases by researching new functionality.
• Communicate, educate, and collaborate with finance and procurement partners on new functionality and continuous improvement opportunities.
• Manage support tickets ensuring thorough, timely work and compliance with documentation procedures in ticket tracking system
• Leverage business knowledge to identify opportunities for process improvements
• Design and develop custom reports as required for business users
• Configure and administer security in compliance with policies and procedures
• Support Workday Release activities

Qualifications :

• Bachelor’s degree, or equivalent experience
• At least 2-3+ years of finance configuration / implementation experience in Workday and payroll
• Understanding of basic bank coding, inventory modules, and billing migrations
• Understanding of Finance and accounting processes, procedures, and best practices
• Completion of Workday certification in FIN and Reporting preferred.
• Strong background knowledge of accounting and financial concepts (GL close processes, consolidations, allocations, A / P, etc.)

Responsibilities

• Support producers / salespeople in organizing necessary documentation, contracts, and agreements to support invoicing and commission calculations.
• Prepare commission calculations for payroll processing.
• Act as direct liaison between the producers and the Regional Finance Team.
• Research and produce additional reports as requested (e.g., general ledger reports, aging AR reports, internal breakdowns by producer, etc), as well as provide ad hoc producer support.
• Assist with creation and submission of expense reports.
• Salesforce maintenance : tracking deals and pipeline for forecasting; ensure all calculations and data entries are correct.
• Partner with our centralized Accounting team to coordinate revenue and expense recognition and journal entry reconciliations.
• Support the Regional Finance Leads in the budgeting and forecasting processes.
• Effectively communicates corporate timelines, compliance requirements, and the timing of invoice submittals and fee receipts.

Qualifications & Requirements

• Superior organizational skills; candidate must possess the ability to maintain an organized approach in a multi-task environment.
• Ability to enter data efficiently, timely, and correctly to meet deadlines; disciplined and able to maintain confidentiality with sensitive information.
• Accurate and detail work is a major focus of the job, and s need to be handled efficiently; must be able to work within established guidelines.
• The ability to read a situation for when flexibility is needed opposed to the firm guidelines that are always enforced.
• Effective communicator with professional written and oral communication skills
• Ability to take the initiative and do what is needed in situations of ambiguity

Experience & Education

• 4-year degree in a business-related field is desirable but not required; a significant level of professional experience in a similar role would suffice.
• Salesforce CRM knowledge desirable, but not required.
• Experience in the commercial real estate industry is desirable but not required; we will provide industry-specific training to support you in this role.

Cresa is committed to developing and maintaining a diverse workforce. Cresa strongly believes in equal opportunity extended to all individuals in all aspects of the employment relationship without regard to race, color, religion, belief, creed, age, sex, pregnancy or maternity (including childbirth and related conditions), family responsibility (e.

g. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law.

Are you looking to find personal and professional fulfillment, and align your career with your values?

At Gateway Foundation, our employees have an opportunity to make a difference every day by helping people with substance abuse issues gain control of their lives.

Gateway Foundation is a recognized non-profit leader in evidence-based treatment proven to get results. Our experts in Addiction Medicine including highly educated clinical and medical professionals and expert psychiatrists and nurses deliver care that never stops.

Throughout Gateway’s proud history of helping others, dedicated and professional employees have been vital to accomplishing our life-saving mission.

about the incredible recognition that we recieved!

If you are a collaborative professional who shares our commitment to helping people with substance abuse and mental health issues turn their lives around GATEWAY IS THE PLACE FOR YOU!

Location : Hybrid 2 days onsite in downtown Chicago, 3 days remote

Program Financial Analyst responsibilites :

Participates in ongoing consultations with Senior Management to define information required to support business operation decisions;

designs, prepares and presents reports and recommendations using advanced analytical tools. Business operations include both financial and non-financial aspects of operations.

Compiles, develops and derives data and information to be used in various analyses of corporate and program operations, financial operations, and service delivery statistics;

and compares to forecasts and established objectives. Investigates and evaluates discrepancies and variances.

• Reviews information to identify program and financial trends or deficiencies. Identifies opportunities for improvement and makes recommendations to senior and executive management teams based upon these forecasts and analyses.
• Creates and maintains spreadsheets for use in preparing and monitoring individual and overall program budgets, measuring program operation and service delivery.
• Participates in the development of annual budgets for individual programs and departments by compiling historical data, completing projections of operating costs and service delivery, developing summary totals of operating and capital budgets, and collaborating with executive and senior management.

Assembles documentation and final recommendations for review and use by superiors in planning and approving final budgets.

• Plan and coordinate Analysis and Planning response, including budgets, pricing and statistical information, and contribute expertise in development of RFP and grant proposals, recommendations, and strategies that promote achievement of overall corporate goals and business plans.
• Compiles, analyzes and updates grant budgets to support operations.
• Develops, maintains, and enhances models for short and long term financial forecasting. Analyzes and monitors balance sheet and cash flow statement, with particular emphasis on financing and financing covenants.

Makes recommendations to senior management based on these forecasts and analyses.

• Participates in special projects and analyses as directed, as an individual or team member. Participation typically involves compilation of data and information from diverse source documents, and preparing projections, forecasts and statistical analyses.
• Serves as a resource to others in evaluating data, interpreting outcomes, and devising appropriate responses. Responsible for orienting and training others to run reports and maintain various information reporting tools.

Requirements :

• Minimum of 2 years of previous relevant experience, preferably in a healthcare setting.
• Knowledge of financial and budget analyses, advanced communication skills and ability to conduct financial analyses and evaluations of program operations and outcomes;

at a level normally required through completion of a Bachelor’s degree in Business, Finance, Accounting or related field.

Strong Data Analysis skills and previous budgeting and reporting system experience required. Microsoft Excel skills required (2016 or later).

Prior experience with the following systems : Qlik, Tableau, PowerBI, Great Plains, Axiom (Kaufman Hall) or Netsmart Avatar is a plus.

Interpersonal skills necessary to work cooperatively with all levels of management and across all departments to gather and exchange information and evaluate strategic, corporate performance and program results.

Advanced communication skills necessary to prepare and present data, discuss reports and make recommendations to senior management.

Advanced analytical abilities necessary to identify discrepancies and variances in results, comparing forecasts and current operations, and develop accurate systems to track and monitor data.

High degree of accuracy and attention to detail necessary to analyze financial data, service delivery statistics, and monitor variances.

• Critical thinking skills in order to gather, assess and interpret information effectively in order to identify reasonable causes / effects, figure out solutions to complex problems, provide insights and make recommendations.
• Organizational and project management skills to coordinate tasks associated with program start-ups and closures; and the ability to develop scopes of work and project plans as well as the ability to monitor progress relating to the budgeting process.

Physical Requirements :

• Ability to communicate with others in order to gather and exchange information.
• Ability to continually proofread, check and verify data from printed form and computer monitor display.
• Ability to use a keyboard and video display terminal to enter, retrieve, and / or audit information and data.
• Ability to travel to business locations

Competitive Compensation and Benefits :

Gateway Foundation values its employees and provides an inclusive and diverse work environment where dedicated employees can make a difference.

We are committed to engaging and rewarding our employees in meaningful ways. For eligible employees, we provide a Total Rewards Package that includes :

• Health Insurance - Including a wellness premium incentive opportunity
• Dental & Vision Insurance
• Paid Time Off - Including 18 days of PTO and 9 paid holidays in the first year
• Catastrophic Absence Time (CAT) - Accrue up to seven days annually, to be used during an extended personal illness
• Flexible Spending Accounts
• Commuter Accounts
• 403(b) Retirement Plan with company match
• Life and AD&D Insurance
• Long-Term Disability (LTD)
• Employee Assistance Program (EAP)
• Gateway is a qualified employer for Public Service Loan Forgiveness (PSLF)
• Tuition Reimbursement
• Training & Development Programs

Gateway Foundation is an Equal Opportunity Employer : Race / Color / Sex / Sexual Orientation / Gender Identity / Religion / National Origin / Disability / Vets.

Please view Equal Employment Opportunity Posters provided by OFCCP here.