Operations Specialist (Finance)

Operations Specialist (Finance)

The Financial Operations Specialist supports the financial management of the region and reports directly to the Director of Operations. This role is responsible for compiling and reporting on revenue and expense projects, ensuring adherence to established financial and operational processes, and coordinating deal and commission management activities. The Specialist plays a key role in maintaining process consistency, supporting compliance, and contributing to efficient financial operations, including accounts payable (AP) and accounts receivable (AR) activities.

Key Responsibilities

• Manage accounts payable and accounts receivable, including invoice processing, collections, reconciliations, and expense coding.
• Track contract asset due dates, coordinate with brokers and the Deal Desk, and process write-offs as needed.
• Support dunning, check processing, DFC billing, OTT monitoring, and journal entry submissions.
• Compile and forecast revenue and expense projects; review pipeline reports with operations teams to improve accuracy.
• Partner with revenue accountants on deal and commission management activities.
• Perform fee share reconciliations and ensure accurate broker contract splits, BDAs, and draws.
• Investigate variances to budget, identify cost-saving opportunities, and recommend process improvements.
• Establish and document consistent accounting processes to support long-term operational efficiency.

Additional Responsibilities

• Respond to data and reporting requests from leadership, finance, and accounting.
• Manage client fee share account requests and submit to accounting for processing.
• Confirm wire/ACH instructions and initiate refunds as required.
• Review revenue vs. forecast at month-end, follow up on unbooked deals, and liaise with teams on deal progress.
• Perform other duties as assigned.

Requirements & Preferences

• Bachelor's Degree

• Accounting and/or bookkeeping experience (A/R and A/P); need an understanding of basic accounting principles

• 3-5 years of professional experience with some of the above

• Software Skills: Intermediate Excel and MS Office Suite experience required; Salesforce preferred

• Real estate brokerage industry experience a plus, but not required

Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email HRServices@cushwake.com. Please refer to the job title and job location when you contact us.