CBRE Client Finance Manager/Sr. Client Finance Manager in San Jose, California
At CBRE, you are empowered to take your career path into your own hands. Enjoy workplace flexibility in a global organization with tremendous scale. Work in an inclusive and collaborative environment with supportive teammates. Come experience the employee advantage at CBRE. CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. As a Fortune 500 worldwide leader in real estate services, CBRE’s more than 70,000 professionals provide exceptional outcomes for clients in 60+ countries. When it comes to real estate, CBRE sees potential everywhere. We turn scale into strength, expense into performance, and property into prosperity. Visit CBRE.com.
Manages a broad range of complex financial analysis and/or financial reporting activities to measure profitability for a region, line of business or large, complex client. Includes the management of such functions as budgeting, forecasting, financial reporting, strategic planning and management reporting processes and work product.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Manages one or all of the following: budgeting process, forecasting process, strategic planning process, and standard management reporting. 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, statement of cash flows and supporting schedules and standard consolidated reporting packs. Reviews and approves certain PeopleSoft and HFM monthly journal entries. Conducts 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. Participates in the research, development and preparation of accounting policy and procedures, as required. May act as consultant to management on financial policies, procedures, and applications. Manages special projects and prepares presentations for senior management. 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.
*This position can be filled as a Client Finance Manager or Sr. Client Finance Manager based on skills and experience.
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 two 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 apply excellent written and verbal communication skills to accurately explain/report activity. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to respond effectively to sensitive issues and work collaboratively with business partners, key employees, top management, and client groups on various projects. Ability to interact with various internal (CBRE) and external (Client) stakeholders at all levels.
Requires in-depth knowledge of financial terms and principles. Ability to calculate complex figures. Ability to forecast and prepare budgets. Conducts financial/business analysis including the preparation of reports. Broad, in-depth understanding of Generally Accepted Accounting Principles (GAAP), concepts. SEC reporting experience desired (depending on the specific finance role).
Ability to comprehend, analyze, and interpret complex financial information and transactions and accounting principles. Ability to independently research complex accounting transactions/issues. Ability to problem-solve, both independently and working as a team. Requires advanced analytical and quantitative skills. 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 such as HFM Consolidation, PeopleSoft Financials and Cognos Planning. Knowledge of real estate service industry and terminology is helpful. Strong work ethic and adaptable.
A high achiever who is self-driven and demonstrates a desire to continuously improve. This is a U.S. based role, but the candidate should be comfortable working in a fast-moving globally focused environment.
SCOPE OF RESPONSIBILITY
Decisions made with thorough understanding of procedures, company policies, and business practices to achieve
Equal Opportunity and Affirmative Action Employer Women/Minorities/Persons with Disabilities/US Veterans
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