Analyst, Asset & Financial Management

Analyst, Asset & Financial Management   

Job Profile   

About CREF Integrated Solutions  

CREF Integrated Solutions (“CREF”) is a fully integrated asset management firm that manages all aspects of healthcare real estate and facilities while increasing the value to organizations, achieving business goals, and offering real-time access to quantifiable data.  

Financial Analyst   

The Financial Analyst is responsible for the coordination and participation in the development of the company’s financials and other accounting deliverables.  

Core Responsibilities:   

· Compiles and analyzes financial information for the organization  

· Establishes sound strategies and methods to ensure timely deliverables while effectively communicating with senior leaders and clients   

· Manages the analysis of capital projects and cashflow oversight  

· Compiles detailed forecast analysis to include Budget v. Actual Spending and Forecast v. Actual Spending  

· Assists in Quarterly & Annual Budget planning preparation and development   

· Prepares client deliverables as requested by leadership  

· Manages day-to-day reporting and forecasting   

· Generates weekly, monthly, and quarterly analysis   

· Assists leaders in identifying budget corrections and implements new processes  

· Supports the leadership team with additional reporting, including formal and informal documents, reports, presentations, etc.   

· Supports the team’s effort to develop efficient and automated reporting strategies while preserving data integrity  

· Maintains awareness of industry standards for financial modeling and methodologies  

· Identifies tactical and strategic opportunities, gaps, and financial risks through collaboration with cross-functional teams  

· Identifies trends and developments in competitive environments and presents findings to senior management  

· Performs additional projects and responsibilities, outlined by the needs of the organization  

Performance Criteria:  

· Involves other departments in program planning and implementation   

· Supports others in the department and provides help and assistance when possible  

· Regularly attends and participates in team and/or departmental meetings and activities   

· Welcomes patients/customers/employees in a warm, friendly manner  

· Actively listens and constructively responds to questions and concerns in a timely manner   

· Respects the diversity of the customer/employee population  

Qualifications & Experience  

· Bachelor/MBA degree or in Accounting or Finance  

· 3-5 years of financial analysis and budget experience   

· Knowledge of the program structure in a client/consultant business environment  

· Excellent oral and written communication skills communicate effectively and is comfortable explaining analysis and accounting concepts to people with non-financial backgrounds   

· High-level problem-solving abilities  

· Ability to manage shifting priorities  

· Strong analytical and organizational skills  

Reporting Structure  

Reports to the Senior Director    

Location  

This position is located at our Boston and Westwood office  

If you require accommodation due to a disability in order to complete the application process, please contact Human Resources at 508-562-4181. CREF is an equal opportunity employer. All applicants will be considered for employment without attention to race, age, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, parental and marital status, genetic information, disability or protected veteran status.