Responsible for all financial aspects of a client account from a corporate and client perspective for real estate services. Key member of the account's senior leadership team, ensuring the financial impacts of all key strategies and decisions are considered. Establish and maintain excellent relationships with internal and external clients. Effectively lead and manage a finance team and work within the matrix reporting environment with account Alliance Director, GWS Divisional Finance, Dallas (corporate) and Memphis (client) accounting on all aspects of accounting requirements and reporting.
Manage and oversee all general accounting functions, including month end close and financial analysis.
Ensure that standard accounting policies, practices, and procedures are implemented and working effectively.
Comprehensive knowledge of contract terms, establish control procedures to ensure contract performance and readiness for audits and financial results are in compliance with contract
Manage and monitor the development, analysis, evaluation, coordination and implementation of client financial and management reporting requirements . Ensure on-site finance team is working with assigned dedicated client accounting team on all day-to-day and month-end accounting procedures for customer, analyzing expense and balance sheet activity, coordination of vendor payables, streamlined procedures for billing/collecting.
Ensure dedicated finance team is working with assigned dedicated corporate accounting team on all day-to-day and month-end accounting procedures for the account results, including P&L activity (management fees, fee splits, gross-up entries, reclasses, etc.), balance sheet activity (deferrals, accruals); accounts receivable / cash application, ensures accounting is performed in compliance with GAAP
Monitor and evaluate all accounting process to ensure continuous improvement.
Supervise, coach, develop, motivate and evaluate staff.
Responsible for all monthly reporting and communication of account results to Alliance Director, GWS Divisional Finance and GWS Divisional leadership
Responsible to ensure delivery of timely and accurate monthly client & corporate financial reports (P&L's, GL Detail, A/R, forecasts, etc.) and all related variance reporting
Coordinates strategic financial plan process
Responsible for all client & corporate budgeting, forecasting, and financial planning and analysis functions
Participate in the preparation of pricing models for new pursuits / renewals /expansions working with the Sales Solutions Team and GWS Finance
Responsible for scorecard reporting and metrics, value savings initiative tracking, reporting and communication of KPI performance and monitoring
Supervise, coach, develop, motivate and evaluate staff
Continually refine and improve current methods and business processes to improve productivity and improve communication
Partner with AD on overall client financial priorities and ensure financial data is delivered timely and accurately
Ensure effective internal and external client relations through communication of processes, procedures, service delivery, and service limitations , increased communication with LMA (Local Market Area), Division and AD
Proven record of providing excellent internal and external customer service, p ersonal involvement in fostering client relationship
Continuously evaluate financial resource needs, measure productivity and report findings to management as appropriate
Review and approve all ad hoc financial requests (client and corporate) to ensure requests are appropriate, consistent with contractual scope of work, and current staffing levels are adequate to deliver on such requests.
Work to identify and mitigate financial and operational risks
Work with Sourcing Group for vendor contract compliance
Liaison with IT and other platform systems and projects
Driver of Initiatives , such as development and implementation of employee training programs
Excellent oral and written communication skills to communicate clearly and effectively with peers, business people and management.
Ability to comprehend, analyze, and interpret the most complex business documents.
Ability to effectively interact with management, employees, auditors, client etc. and respond effectively to the most sensitive issues.
Ability to write reports and manuals using distinctive style.
Ability to motivate and work collaboratively with business partners, key employees, top management, and client groups on various projects.
Bachelor's degree or equivalent to appropriate 4-year college program.
7+ years' experience in field of general accounting/finance AND comprehensive technical knowledge and understanding of general accounting and finance functions, or any similar combination of education and experience
5+ years of supervisory experience. Must have demonstrated ability to motivate and work with a team, train personnel, and handle complex employee issues confidentially and fairly. Experience managing remote employees is a plus
Familiarity with and adherence to standard accounting principles and controls, real estate finance experience
Demonstrated ability to exercise independent judgment in making decisions and resolving complex problems related to general and technical aspects of the job. Decisions made with in-depth understanding and interpretation of procedures, company policies and business practices to achieve general results.
Demonstrated ability to develop and present executive level financial reports.
Ability to manage multiple priorities with high flexibility and rapid response time
Excellent analytical, quantitative and presentation skills
Strong interpersonal and written/verbal communication skills
Strong work ethic, proactive, and adaptable
CPA or MBA preferred but not required (depending on experience)
COMPUTER TECHNICAL REQUIREMENTS:
Heavy experience in Microsoft office products specifically in Excel, Word and PowerPoint
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.