Daniel Shen

About Daniel Shen

I’m a financial analyst with experience spanning fintech, treasury, and commercial real estate, currently supporting Microsoft’s North America portfolio through CBRE. I specialize in portfolio-level financial planning, forecasting, and performance analysis—providing insights that drive capital allocation decisions across a complex, multi-site real estate footprint. Previously, I worked in treasury and finance, managing cash positioning, liquidity planning, and operational financial processes in high-pressure environments. These experiences honed my ability to translate data into actionable insights, optimize financial structures, and support informed decision-making. I combine analytical rigor with operational awareness and a track record of improving financial clarity in complex systems. I am particularly interested in roles where finance drives strategic growth, portfolio optimization, or supports mission-oriented outcomes at scale.

Experience

1. Financial Analyst

   CBRE

   Sep 2025 — Present · Redmond, WA, US

   Financial Analyst supporting the Microsoft North America account, delivering financial forecasting, reporting, and operational insights across regional portfolios.¬ Partner with cross-functional stakeholders to analyze budget vs. actual performance, identify cost drivers, and support strategic planning initiatives.¬ Develop and maintain financial models, dashboards, and variance analyses to improve forecast accuracy and decision-making.¬ Support month-end close processes, financial reporting, and ad-hoc analysis for leadership across account operations.¬ Leverage tools such as Adaptive, Power BI, and enterprise financial systems to streamline reporting and enhance financial visibility.

Education

• University of Washington

  Bachelors of Information Systems, Entrepreneurship