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- Tasks: Lead financial management for the AMS region, ensuring client satisfaction and corporate compliance.
- Company: CBRE is a global leader in real estate solutions, dedicated to enhancing productivity and performance.
- Benefits: Enjoy a full-time role with opportunities for growth, remote work options, and corporate perks.
- Why this job: Join a dynamic team focused on client service and sustainable growth in a collaborative environment.
- Qualifications: Ideal candidates should have strong financial skills and excellent client-facing abilities.
- Other info: This role offers exposure to international markets across North and South America.
The predicted salary is between 28800 - 43200 £ per year.
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Birmingham – England – United Kingdom of Great Britain and Northern Ireland, Brighton – England – United Kingdom of Great Britain and Northern Ireland, Liverpool – England – United Kingdom of Great Britain and Northern Ireland, London – England – United Kingdom of Great Britain and Northern Ireland, Manchester – England – United Kingdom of Great Britain and Northern Ireland
The role is to provide financial ownership of the AMS region for the Global Account across Offices & Data Centres. Ensuring countries have appropriate and adequate financial management and controls to meet all Client and CBRE requirements.
As a key member of the finance team, you will actively drive the region to ensure it meets the targets set and our sustainable growth through exceptional Client service agenda.
The key responsibility of the position is to provide financial ownership to the AMS Finance Lead, (with key support provided by the Global Financial reporting, planning and analysis team), Business lines and to the Global Finance Director. The role requires exceptional Client-facing skills whilst balancing the demands of corporate responsibilities including month end processes, monthly management reporting, forecasts and planning cycles for the Account.
Working within the financial contractual requirements and meeting all deadlines will be a key deliverable of the role. Although the key relationships with the Client, Regional Operations Lead and AMS Finance Lead, this role will still be involved in all associated reporting, in conjunction with the Global Financial reporting, planning and analysis team.
Countries in scope: United States, Canada, Brazil, Argentina, Costa Rica, Puerto Rico, Mexico.
Client
- Developing high quality and effective Client relationships in the region.
- Build good working relationship with account management and key client’s members and be a business partner for both.
- Tightly manage contract governance, demonstrating an in-depth knowledge of the terms and conditions of the contract to ensure that all cost elements are appropriately accounted for.
- Assist with client team requests in a timely and accurate manner.
- Positively respond to both our internal and external customers (often in a matrix environment) through effective communication and personal accessibility/credibility.
- Prepare Monthly Client Report with support from the Regional Ops teams
- Delivery of the region’s client budget and regular forecasts, working closely with operations teams (challenging them, as appropriate) to ensure full understanding and high degree of accuracy.
Financial Reporting
- Responsible for accurate reports in line with monthly timetable including full Profit & Loss account with analysis and commentary, Balance Sheet reconciliations, forecasts and annual plans. Where these are managed by central CBRE platform finance team (LATAM), ensure full understanding and overall ownership of postings made on behalf of the account.
- Further liaising with the CBRE Finance and GWS Platform local Finance teams to fulfill any ad-hoc information requests, including audit query resolution.
- Ownership of region’s Risks & Opportunities, keeping AMS Finance Lead informed of key items
- Provide ad-hoc support and financial analysis as required.
- Ensuring delivery of region’s corporate budget/targets.
Contract and Finance Management
- Continually review, maintain and improve cash-flow, margins and reporting.
- Ensure timely invoicing of client and management of AR through PowerBI, ensuring it accurately reflects the region’s AR position. Driving actions to ensure any overdue are settled by the client promptly.
- Identify and help drive implementation of savings opportunities to ensure Client is achieving best value for money.
- Review Client P&L results and challenge.
- Active management of overheads whilst seeking out areas for efficiencies for savings.
- Prepare & present monthly formal Corporate P&L and Balance sheet reviews, ensuring full understanding with variance analysis.
- Constantly improve quality, service and efficiency within the region.
- Communicate regularly with operations team to ensure they are fully informed of operational objectives and achievements.
- Support in any client related audits.
Finance Processes, Procedures and Reporting
- Ensure company policies and procedures are adhered to consistently throughout the Contract.
- Working with GWS Platform finance to ensure full substantiation of all accruals, un-billed/earned revenue (UBR/UER) are in line with GWS policy.
- Manage the integrity of data in Client reporting and GWS systems.
- Have thorough knowledge of procedures and processes and lead the delivery of these to the required standard.
- Manage compliance through the required procedures and processes.
Finance Planning
- Assist the Global Senior Finance Manager and Global FD with Global Reporting, Planning and Analysis team in delivering best in class GWS and Client management information including annual budgets, monthly management accounts and forecasts including Profit and Loss variance and Balance Sheet commentaries.
Financial Governance
- Ensure CBRE and statutory obligations are met for reporting and governance purposes.
- Responsibility for ensuring the integrity of the Balance Sheet and Balance Sheet Commentary for the region through close coordination with GWS Platform team.
- Attendance at monthly balance sheet review with full understanding and breakdown of key balance sheet items.
- Ensure Account is complying with any Global Account Standards e.g FCR process.
CBRE GWS
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry\’s most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
Find out more
Service line: GWS Segment
Seniority level
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Seniority level
Mid-Senior level
Employment type
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Employment type
Full-time
Job function
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Job function
Finance and Sales
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Finance Lead employer: CBRE Group, Inc.
Contact Detail:
CBRE Group, Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Lead
✨Tip Number 1
Familiarise yourself with CBRE's core values and mission. Understanding the company's approach to client service and financial management will help you align your responses during interviews, showcasing how you can contribute to their goals.
✨Tip Number 2
Network with current or former employees of CBRE, especially those in finance roles. They can provide valuable insights into the company culture and expectations for the Finance Lead position, which can give you an edge in your application.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed financial reporting and client relationships in previous roles. Highlighting your experience with P&L management and contract governance will demonstrate your suitability for the role.
✨Tip Number 4
Stay updated on industry trends and challenges in finance, particularly within real estate. Being knowledgeable about current issues can help you engage in meaningful conversations during interviews and show your commitment to the field.
We think you need these skills to ace Finance Lead
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Finance Lead position at CBRE. Understand the key responsibilities and required skills, such as financial management, client relationship building, and reporting.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the Finance Lead role. Emphasise your financial ownership experience, client-facing skills, and any specific achievements in financial reporting or management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for finance and your understanding of CBRE's goals. Mention how your background makes you a perfect fit for the role and provide examples of how you've successfully managed financial processes in the past.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for a finance role.
How to prepare for a job interview at CBRE Group, Inc.
✨Understand the Financial Landscape
Before your interview, make sure you have a solid grasp of the financial landscape relevant to the role. Familiarise yourself with key financial metrics, reporting standards, and the specific financial challenges faced by CBRE in the AMS region.
✨Demonstrate Client-Facing Skills
Since this role requires exceptional client-facing skills, prepare examples from your past experiences where you've successfully built and maintained client relationships. Be ready to discuss how you can contribute to enhancing client satisfaction and trust.
✨Showcase Your Analytical Abilities
The Finance Lead position involves a lot of financial analysis and reporting. Be prepared to discuss your experience with financial forecasting, variance analysis, and how you've used data to drive decision-making in previous roles.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and financial acumen. Think about potential challenges you might face in this role and how you would address them, particularly in relation to contract governance and financial management.
