CRE Financial Solutions Analyst

Duties/Responsibilities

• Build complex reports, financial models, configuration, and analytic content.
• Manage end-to-end implementation from a technical perspective.
• Lead client meetings and participate as requested to explain topics.
• Gather business requirements, document client workflows, and translate them into system configuration and deliverables.
• Provide training for clients on use of delivered content items.
• Provide feedback and solutions for the client to better support their business within the context of the software.
• Review and understand client Excel models and reports.
• Review and understand client-specific CRE business processes.
• Analyze problems and propose solutions.
• Exercise strong communication and team participation.
• Exercise personal task and time management.

Requirements

• Strong written and verbal communication; able to explain technical issues to non-technical stakeholders.
• Detail-oriented problem-solver who can decompose ambiguous requests into concrete steps and solutions.
• Comfortable in a startup-like environment on a small team.
• Proficient in Microsoft Office Suite.
• Intermediate to advanced Excel user.
• Data wrangling and quality analysis.
• Report writing.
• Able to utilize AI for efficiency.

Qualifications

• 4-year degree in Finance, Real Estate, or a related field.
• 1+ years of Excel experience.
• Internship experience in Finance/CRE preferred.
• Understanding of commercial loans, real estate, structured financing, and budgeting preferred.

Benefits

Primary Location: Full Time
Salary Range: $75,000-$85,000
Additional elements such as bonuses, overtime, deferred cash (where applicable), benefits, perks, and company contributions to 401(k) plans often result in total compensation significantly exceeding the base salary. Compensation is influenced by individual performance, tenure, experience, geographic location, business unit needs, company performance, and market conditions.

Pay

The base salary range for this role is provided in accordance with local regulations, but salary represents just one component of the total compensation package.

Schedule

Full Time

Company

CW Financial Services LLC, along with its subsidiaries and affiliates, is an equal opportunity employer. We consider all qualified applicants regardless of race, religion, color, sex, age, national origin, citizenship, disability, genetic information, veteran status, marital status, sexual orientation, gender identity, or any other status protected by applicable law.