Financial Advisor (CPA required)

Cushman & Wakefield - Atlanta, GA

Full-time

Hybrid - Atlanta, GA

Real Estate

About the position

The Financial Advisor role at Cushman & Wakefield requires a CPA credential and substantial knowledge in commercial real estate financial analysis. The position involves performing transaction financial analysis for the company's transaction teams and clients, with a focus on preparing complex financial models and analyses related to various real estate projects. This role is hybrid, based in the Atlanta office, and emphasizes collaboration with brokers and clients to deliver high-quality financial advisory services.

Responsibilities

• Prepares complex and sophisticated cash flow and GAAP analyses, lease comparisons, lease restructures, lease vs. buy, acquisitions/dispositions, strategic real estate alternatives, subleases, sale leasebacks, cancellations/buyouts, relocations, build-to suits, and other strategic real estate alternatives.
• Makes recommendations to brokers, their clients, and other service line professionals.
• Reads, abstracts, and analyzes complex legal real estate related documentation including leases, financing/loan agreements, mortgage documents, partnership agreements, and corporate financial statements for relevant financial information.
• Prepares clear, concise, and presentation-ready documentation and spreadsheets that support and explain the basis of the analyses for use in client presentations, proposals, and/or reports.
• Participates with C&W brokers or other C&W professionals in client meetings to present and discuss analyses as needed.
• Assists in the quality control efforts of the Financial Advisory Practice to ensure that all client presentation materials are professional, accurate, high impact, and reflect the standards of quality associated with C&W work product.
• May assist and participate in strategy sessions in preparation for conferences with clients.

Requirements

• Bachelor's degree preferably in Finance, Accounting, Real Estate or related business areas.
• CPA required.
• 4 - 5 years of financial analysis experience in commercial real estate occupancy analytics.
• High competence level in utilizing and designing Excel spreadsheets/models.
• A working knowledge of GAAP for lease analyses and other types of real estate transactions.
• Possess excellent problem-solving skills.
• Strong knowledge and demonstrated competence in working with computers, analytical and word processing software.

Nice-to-haves

• Experience with ARGUS, Pro Calc, or other commercial real estate specialized financial software.
• Familiarity with Microsoft SharePoint and Access.