Director, Financial Advisory (Occupier)

Job Title

Director, Financial Advisory (Occupier)

Job Description Summary

The Director, Financial Advisory is a leadership role responsible for managing a financial analysis and advisory function that specializes in corporate real estate transaction analysis for corporate occupier clients. This role works closely with brokerage professionals, transaction managers, and client stakeholders to deliver transaction analysis and recommendations regarding lease evaluations and comparisons, lease restructures, lease vs. buy, acquisitions/dispositions, strategic real estate alternatives, subleases, relocations, build-to suit transactions and other customized projects. It is essential to demonstrate a high level of customer service/interpersonal skills to internal and external stakeholders. The Financial Advisory Manager is accountable for developing standardized, scalable financial deliverables, ensuring the accuracy of lease-related modeling, and managing a team of advisors supporting transactions locally to globally.

In addition, this role will oversee the P&L, driving decisions to optimize overall brokerage revenue, control costs, and ensure financial performance aligns with business objectives.

Job Description

Essential Functions & Responsibilities:

Financial & Strategic Advisory

• Accountable for the performance of a multi-region team whose responsibilities include:
  • The preparation of accurate 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
  • Translation of complex financial findings into clear, strategic recommendations to inform leasing negotiations and broader portfolio decisions.
  • Analysis of real estate costs and recommendation of optimal transaction strategies based on client financial objectives and risk tolerance.
  • The preparation of client materials that are professional, accurate, high-impact and reflect the standards of quality normally associated with C&W work product
  • Reading and analyzing complex legal real estate related documentation to include leases, financing/loan agreements, mortgage documents, partnership agreements, and corporate financial statements for relevant financial information that will impact the assignment
• Lead the continued development and refinement of standard financial models to be used in the delivery of analysis and recommendations to clients; evolve delivery as appropriate given the availability of new technology and tools
• Support or lead the production of business case materials, transaction summaries, and strategic implementation plans.
• Collaborate with industry groups and companies to identify new means, methods, materials and other industry innovations to promote to our clients and teams

Client & Brokerage Collaboration

• Conduct outreach to broker markets to raise awareness of the team’s capabilities and drive usage of the centralized financial team
• Partner with internal brokers, transaction managers, and client account leads to understand client goals, project parameters, and key success metrics.
• Prepare and deliver financial reports and presentations to internal leadership
• Participate in client meetings and facilitate discussions as the financial subject matter expert.
• Support ES teams by determining correct delivery model, pricing, and identification of resources to staff accounts and projects

Team & Workflow Management

• Lead the tracking, reporting, and presentation of internal work outcomes and performance data to deliver strategic insights and industry trends.
• Provide leadership and establish a long-term strategic vision for the team that drives collaboration, upskilling, and increased efficiency
• Supervise a team of financial analysts and advisors, ensuring accuracy, consistency, and timeliness of all financial work product across asset types, industries, and geographic regions
• Hire, attract and retain a team of top talented employees; improve team performance through regular coaching and feedback; provide recognition.
• Manage team assignments, deliverables, and deadlines across multiple active transactions and client engagements, including the appropriate resources for GOS accounts via dedicated, partially dedicated, or variable resources.
• Support or provide hands-on training, coaching, and performance feedback to analysts and other transaction support staff.
• Participate in the onboarding and integr