Finance Sr Manager - Projects

CBRE is a leading global real estate services firm, and they are seeking a Finance Senior Manager to lead financial operations and management for their contracts. This role involves developing client relationships, preparing financial reports, managing contracts, and overseeing financial governance while ensuring compliance with company policies.

Responsibilities:

• Developing high quality and effective Client relationships especially across the account
• 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 accurate Contract reports in line with monthly company timetable including full Profit & Loss account with analysis and commentary, Balance Sheet extracts and reconciliations, detailed Project Profitability reporting, Profit & Loss forecasts and annual plans
• Support any internal transformation and client initiatives, working closely with other functions to ensure full alignment of deliverables and results
• Provide best in class Management Information to both Client and CBRE management to include Actuals v Budget
• Liaising with the central CBRE Canada Finance team to fulfill any ad-hoc information requests
• Ad-hoc reporting as requested by Divisional Finance Director or Business Unit Director/Alliance Director
• Provide ad-hoc support and financial analysis as required
• Continually review, maintain and improve cash-flow, margins and reporting
• Develop targets and benchmarking processes to challenge the financial information
• Drive high quality financial / commercial performance through understanding the contractual commitments on service lines, ensure is aligned and consistent with global contract management practices
• Identify and help drive implementation of savings opportunities to ensure Client and internal financial savings targets are maximized
• Review Client P&L results and challenge
• Carry out regular Business Unit reviews and Project reviews Active management of overheads whilst seeking out areas for efficiencies for savings
• Build and develop high level relationships with business and account leaders, central teams, global account teams, customers and external agencies (e.g. auditors)
• Conduct monthly formal Contract reviews
• Ensure use of best practice, communication and understanding of key business messages through monthly site visits with focus on underperforming contracts
• Constantly improving quality, service and efficiency
• Communicate regularly with contract financial and contract support staff to ensure they are fully informed of operational objectives and achievements
• Identify, analyze and resolve potential business risks, as well as opportunities and solutions to enhance business performance
• Support in any client related audits
• Ensure company policies and procedures are adhered to consistently throughout the Contract
• Ensure full substantiation of all accruals, un-billed revenue and WIP are in line with CBRE policy
• Manage the integrity of data in Client reporting and CBRE systems
• Develop an understanding of how to best utilize CBRE system-generated reporting capabilities
• Continually develop systems to maximize efficiency benefits for client & CBRE
• Ensure the accuracy and integrity of accounting records and financial systems, identify opportunities to enhance system efficiencies 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
• Assist in delivering best in class CBRE and Client management information including annual budgets (balance sheet and cash flow plans), monthly management accounts and forecasts including Profit and Loss variance and Balance Sheet commentaries
• 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
• Ensure monthly balance sheet reconciliations are carried out, reviewed and maintained in ART
• Driving and agreeing any financial policy requirements with the Divisional Financial Director or Alliance Director
• Ensure Account is complying with any Global Account Standards
• Recruit, induct, manage, target, motive and develop the team
• Review and advise on resourcing gaps
• Carry out structured appraisals and ensure personal development plans are in place and include succession plans
• Build, lead and motivate a diverse and effective team
• Empower team members to take responsibility and accountability
• Supervise and review performance of individuals in the team

Requirements:

• 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
• 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
• 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
• 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
• Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.)
• Decisions made with thorough understanding of procedures, company policies, and business practices to achieve general results and deadlines
• Public accounting experience preferred
• CPA or MBA (graduate degree) preferred, but not required (depending on experience)
• SEC reporting experience desired (depending on the specific finance role)
• 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