Sr. FP&A Analyst, Technical M&A Finance Job ID 236634 Posted 03-Sep-2025 Service line Corporate Segment Role type Full-time Areas of Interest Accounting/Finance Location(s) Dallas - Texas - United States of America **About The Role:** The CBRE M&A Operations team is seeking a highly motivated and analytical FP&A Sr. Analyst with technical Power BI expertise to join our team. As a Technical FP&A M&A Operations Sr. Analyst, reporting directly to the Sr. Finance Manager, you will play a key role in supporting financial planning, forecasting, budgeting, and analysis processes related to M&A transactions. You will work closely with various departments to provide financial insights, identify trends, and drive data-driven decision-making. Additionally, as the Technical BI Analyst, you will be responsible for establishing and maintaining the collaboration and reporting infrastructure needed to support consistent, scalable insights across all M&A transactions within the Multi-Deal Dashboard environment. This individual will play a pivotal role in configuring and managing key systems including Microsoft Teams, Excel-based Integration Management Office (IMO) workbooks, and Power BI assets. They will work across deal teams to provision environments, implement data infrastructure, and troubleshoot reporting issues — enabling seamless and repeatable delivery of deal-specific insights. This role also directly supports M&A Finance by enabling accurate financial reporting, integration budget tracking, and synergy analysis across the lifecycle of a deal through automated reporting infrastructure and dynamic dashboarding. This role is essential for organizations striving to harmonize reporting processes across numerous transactions and require scalable business intelligence tools with advanced customization flexibility. Candidates must have strong Power BI experience and a pragmatic mindset for diagnosing and resolving system-level gaps across interconnected tools. **What You'll Do:** M&A Financial Planning and Analysis (FP&A) + Financial Planning and Analysis: + Develop, maintain, and improve financial models for forecasting, budgeting, and long-range planning. + Prepare monthly, quarterly, and annual forecasts, variance analysis, and performance reports. + Analyze financial results and key performance indicators (KPIs) to provide insights into business performance. + Monitor financial performance against budget and forecast, highlighting variances and providing explanations. + Support the annual budgeting process through data gathering, consolidation, and analysis. + Assist in the development of presentations and reports for senior management and stakeholders. + Conduct ad-hoc financial analysis and modeling to support strategic initiatives and business decisions. + Reporting and Analysis: + Prepare and distribute timely and accurate financial reports, dashboards, and presentations. + Analyze key financial and operational metrics to identify trends, risks, and opportunities. + Develop and maintain financial databases and reporting tools, ensuring data accuracy and integrity. + Collaborate with cross-functional teams to gather and analyze data. + Budgeting and Forecasting: + Assist in preparing and reviewing project-based budgets and forecasts. + Partner with department leads to gather budget inputs and assumptions. + Monitor and analyze budget variances, providing explanations and recommendations. + Develop and maintain forecasting models, incorporating historical data, future projections, and scenario planning. + Process Improvement: + Identify opportunities to improve financial processes and reporting efficiency. + Assist in the implementation of new financial systems and tools. + Proactively seek ways to enhance financial analysis and reporting capabilities. + Support M&A Finance Activities: + Maintain dashboards and data pipelines to ensure timely, accurate reporting for forecasting, budgeting, and synergy tracking across deals. + Assist with Financial Integration Analytics: + Support the Sr. Finance Manager and Integration Management Office (IMO) in tracking deal and integration budgets, actuals, and synergy metrics for executive reporting and decision-making. Deal Dashboard Management + Collaboration & Access Management: Provision and configure Microsoft Teams sites for new deals; manage and maintain security, permissions, and user access across Teams and SharePoint; train deal leads on self-service provisioning. + Configure and Maintain IMO Workbooks: Set up standard Excel workbooks with validations, protections, and formatting; troubleshoot formula or structure issues and implement downstream adaptations for deviations from the standard model. + Develop and Support Power BI Assets: Build and maintain Power BI datasets, dataflows, semantic models, and dashboards; manage transformations to support non-standard workbook structures; implement advanced features (e.g., star schema modeling, drill-through pages, field parameters); and embed dashboards in SharePoint with dynamic filtering and row-level security. + Automate and Troubleshoot Data Operations: Configure scheduled refreshes using Power Automate as needed; resolve data and connectivity issues, communicate root causes clearly, and deliver rapid customizations based on stakeholder feedback. **What You'll Need:** To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. + Bachelor's Degree in Finance, Accounting, or related field + 2-5 years of relevant experience in M&A, finance, or accounting + Strong analytical and problem-solving skills + Advanced knowledge of financial modeling, data analysis, and financial statement analysis + Excellent communication and presentation skills + Ability to work in a fast-paced environment and meet deadlines + Strong organizational and time management skills + In-depth knowledge of Microsoft Office products, including Excel, Word, and PowerPoint Financial Knowledge + Requires in-depth knowledge of finance and accounting terms and principles. Ability to calculate complex figures. Ability to forecast and prepare budgets. Conducts financial/ business analysis including the preparation of reports. + Experience enabling dashboards and reporting for integration budgets, actuals, synergy tracking, and variance analysis. + Strong data integrity and validation skills to support accurate reporting for executive stakeholders. + Ability to interpret and communicate financial insights clearly to both technical and non-technical audiences. + Experience tracking schema or logic changes to maintain continuity across integrated finance assets. Power BI Dashboards + 2–5 years of experience in BI development, data infrastructure, or technical business analysis. + Demonstrated expertise in Power BI, including datasets, dataflows, semantic models, DAX, row-level security (RLS), and visual design. + Advanced Excel skills (e.g., data validation, conditional formatting, pivot tables, lookup functions, protection). + Experience managing Microsoft Teams and SharePoint for site provisioning and access control. + Familiarity with Power Automate or similar tools for scheduling and automation. + Strong understanding of data modeling, particularly star schema design and transformation pipelines. + Ability to troubleshoot and resolve connectivity, data refresh, and visualization issues across the reporting stack. + Proven ability to deliver dashboard customizations rapidly in response to stakeholder feedback. + High attention to detail and commitment to consistency across tools and assets. + Strong organizational skills and comfort managing multiple concurrent deal environments. + Reasoning Ability + Ability to interpret complex information, evaluate multiple solutions, and apply advanced analytical and quantitative skills to solve problems. **Why CBRE** When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential. **Our Values in Hiring** At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications. **Disclaimers** Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. **Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada). CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)