Responsible for developing and managing the following finance functions, but is not limited to critical performance indicators, annual budget preparation, monthly forecasting, strategic planning, management reporting, and other special projects.
Responsible for strategic leadership, operational performance and financial management for a Global Workplace Solutions account, including the management of dedicated finance team. Responsible for delivering timely and accurate financial reporting, development and sharing of best practices, a program of continuous improvement, and the recruitment and development of top talent. Critical ability to establish and maintain excellent relationships with internal and external clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Responsible for the planning and execution of the budgeting process, forecasting process, strategic planning process, and standard management reporting. Establishes overall departmental priorities and ensures that all deadlines are met.
Assists Executive Management with setting direction for the business. Reviews input from staff and business leaders to assist with strategic planning process. Provides commentary and guidance to finance management and business leaders with respect to strategic initiatives.
Creation of complex multi-scenario financial models illustrating cost benefit impacts of projects or transactions on both a cash and book (GAAP) basis.
Develop comprehensive slide decks, memorandums, etc. summarizing the developed financial analysis' impact on the project / transaction.
Work closely with any number of subject matter experts from both internal team (CBRE) and external client team throughout data collection and refinement process, and work to implement the approved plan of action.
Maintain working knowledge of GAAP accounting and client specific interpretations of GAAP as well as jointly developed financial analysis assumptions (example: discount rate,) and modeling methodologies. Ensure modeling effectively captures these items.
Works closely with client to support other initiatives in the business which could include but is not limited to strategic analytics with a focus on reducing cost and identifying opportunities for glidepath savings against OPEX baseline.
Ensures complete knowledge of monthly results. Directs staff in preparation of results presentation to senior finance management. Assists in presentation of results to senior finance management and business leaders.
Manages special projects and prepares presentations for senior management.
Facilitates review and approval of capex projects in accordance with the company approval guidelines and capital request processes as well as acquisition earn-outs / deferred purchase payment obligations. Reviews submissions from the businesses and presents to executive management for approval.
Assesses staffing levels and skill sets to evaluate department needs. Identifies and provides development opportunities for staff.
Performs other duties as assigned.
Provides formal supervision to individual employees within single functional or operational area. 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, including overtime. 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 eight 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).
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, etc. and respond effectively to the most sensitive issues. Ability to write business cases, reports and process manuals using distinctive style. Ability to influence, motivate and work collaboratively with business partners, key employees, top management, and client groups on various projects.
Requires in-depth knowledge of financial terms and principles. Reviews complex financial/business analysis and reports prepared by subordinates. Ability to analyze the most complex business/financial data and develop innovative solutions. Develops and implements financial policies and procedures. Approves and oversees department budget. Broad, in-depth understanding of Generally Accepted Accounting Principles (GAAP), concepts. SEC reporting experience desired (depending on the specific finance role). Thorough understanding of real estate valuation and accounting and how real estate is reported from a corporate finance perspective on both cash and book basis. Ability to create financial models with various measurements including NPV IRR, MIRR, ROI, ROE.
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 JD Edwards, SAP, HFM Consolidation, PeopleSoft Financials and Cognos Planning). Knowledge of real estate service industry and terminology is required. Ability to handle and manage multiple projects and work streams. Strong work ethic and adaptable.
Analytical and data modeling skills. The ability to independently create and analyze a pro-forma model without supervision is required. Strong ability to work with large, complex portfolio data sets for creating financial models, data summaries and executive level presentations.
Strong interpersonal and organizational skills with ability to manage multiple projects simultaneously set and achieve project deadlines and manage client expectations.
Highest standards of accuracy and precision; highly organized. Articulate with excellent verbal and written communication skills. Quantitatively-driven and self-motivated. Assertive, ability to develop credibility and influence across the organization.
Strong background in policy setting, process governance and compliance.
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 department deadlines. Errors in judgment may cause long-term impact to co-workers, supervisor, department and/or line of business.
Internal Number: 19008517
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.