Responsible for all output associated with the America's Financial, Planning & Analysis (FP&A) including but not limited to annual budget preparation, monthly forecasts, management reporting, and special projects. Position will support the financial activities and reporting for one of our top clients and for our account leadership team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Manages one or all of the following: budgeting process, forecasting process, and standard management reporting. Provide financial support to our operational and field teams by tracking, reporting and actioning budget variances. Facilitate a review and approval of all operational saving initiatives. Establishes overall departmental priorities and ensures that all deadlines are met. Supervises finance staff including training and managing job performance.
Reviews and approves balance sheet account analysis, supporting schedules and standard consolidated reporting packs. Reviews and approves certain PeopleSoft and HFM monthly journal entries.
Directs other special financial and business studies and other duties as assigned by management. Produces a variety of routine and ad hoc financial reports, packages and pro forma analyses for senior management and planning unit.
Coordinates research, development and preparation of accounting policy and procedures, as required. Periodically review documented financial processes and work instructions. Update process maps and financial documents as necessary to reflect on-going changes. Make suggestions for improvement in all areas of policy, financial controls, and process. Bring a continuous improvement mind set into the role.
Manages special projects and prepares presentations for senior management.
Performs other duties as assigned.
As required, provide formal supervision to individual employees. Approves subordinate's recommendations for staff recruitment, selection, promotion, advancement, corrective action and termination. Effectively recommends same for direct reports to next level management for review and approval. Plans and monitors appropriate staffing levels and utilization of labor. Prepares and delivers performance appraisal for staff. Mentors and coaches team members to further develop competencies. Leads by example and models behaviors that are consistent with the company's values.
To perform this job successfully, an individual must be able to perform each essential 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 the essential functions.
EDUCATION and EXPERIENCE
Bachelor's degree (BA/BS) from a four-year college or university in a business related field. Requires a minimum of six years related experience to include at least three years in a lead or supervisory capacity. Public accounting experience preferred.
CERTIFICATES and/or LICENSES
CPA or MBA (graduate degree) preferred, but not required (depending on experience).
Ability to comprehend, analyze, and interpret the most complex business documents. Ability to effectively interact with management, employees, auditors, etc. and respond effectively to the most sensitive issues. Ability to accurately explain/report activity in verbal and written communications. Ability to make effective and persuasive presentations on complex topics to employees, clients, top management and/or public groups. Ability to motivate and work collaboratively with business partners, key employees, top management, and client groups on various projects. Fosters an environment of team-building and an open door policy.
Requires in-depth knowledge of financial terms and principles. Ability to forecast and prepare budgets. This position conducts complex financial/business analysis, including the preparation of complex reports. Broad, in-depth understanding of Generally Accepted Accounting Principles (GAAP), concepts. SEC reporting experience desired (depending on the specific finance role).
Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment. Ability to problem-solve, both independently and working as a team. Draws upon the analysis of others and makes recommendations that have a direct impact on the company.
OTHER SKILLS and ABILITIES
Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Broad experience with other software and financial systems is desired (particularly HFM Consolidation, PeopleSoft Financials and Cognos Planning). Knowledge of real estate service industry and terminology is helpful. Ability to plan and manage multiple projects and work streams. Strong work ethic and adaptable. Prefer a demonstrated record of achievement and success in previous roles. Expect a high level of professionalism preferred. Bring into the role strong team building and leadership skills.
SCOPE OF RESPONSIBILITY
Decisions made with in-depth understanding and interpretation of procedures, company policies and business practices to achieve general results. Responsible for setting and consistently delivering on department deadlines. Errors in judgment may cause long-term impact to co-workers, supervisor, department and/or line of business.
Internal Number: 20017803
With broader and deeper capabilities than any other company, CBRE is the leading full-service real estate services and investment organization in the world.
CBRE Group, Inc. is the world’s largest commercial real estate services and investment firm, with 2017 revenues of $14.2 billion and more than 80,000 employees (excluding affiliate offices). CBRE has been included in the Fortune 500 since 2008, ranking #214 in 2017. It also has been voted the industry’s top brand by the Lipsey Company for 17 consecutive years, and has been named one of Fortune’s “Most Admired Companies” in the real estate sector for six years in a row. Its shares trade on the New York Stock Exchange under the symbol “CBRE.”
CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.