Description
JOB SUMMARY
Manages multiple real estate accounting teams to provide accurate and timely client reporting for assigned portfolios of CBRE clients and properties. Implements processes to ensure compliance with reporting requirements. Assists in managing client relationships for strategic accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Analyzes and prices scope of service changes and suggests consulting opportunities to manager based on in-depth knowledge of the department's pricing platform. Reviews monthly pricing worksheets and enters allocations into PeopleSoft. May create pricing estimates for new business opportunities.
Participates and/or leads all aspects of internal and external property and client transitions. Works with other internal teams in handling special requirements as defined in the Management Agreement and scope of services in the Financial Services Agreement.
Troubleshoots escalated issues and ensures internal and external customer requests are handled timely, accurately and with a focus on customer service. Creates a positive customer experience by opening and maintaining constructive and reliable lines of communication.
Verifies and ensures accounting team's debt, real estate tax, sales tax and owner distribution payments are made timely and internal databases are updated and maintained accordingly.
May review staff work product, including financial packages, to ensure its complete, accurate and timely release to internal departments and external clients.
May function as a single point of contact for a market and/or Strategic Account Client. May participate in new business proposals.
Assists Senior Management with implementation of strategic department and corporate initiatives.
Partners with their accounting team to ensure they have a working knowledge of team's client Management Agreements and that they are properly maintained per department policy and requirements/terms. Ensures team managers are reviewing management fee calculations to be in accordance with the current Management Agreement.
Reviews the Corporate A/R and CBRE Tech A/R reports to ensure reconciliations are completed and reviewed by their team. Ensures open issues for the team are resolved.
May review budgets and annual year-end recovery calculations to ensure timely completion.
Participates in external audits as needed.
Performs other duties as assigned.
SUPERVISORY RESPONSIBILITIES
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.
QUALIFICATIONS
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
Degree from a four-year college or university program with an emphasis in accounting, finance or related field required. In lieu of a degree from a four-year college or university, an associate degree plus 2 years college or related work experience, OR high school diploma plus four years of related work experience required.
Plus, a minimum of two years prior accounting, finance or related experience required. Experience with real estate accounting software preferred.
CERTIFICATES and/or LICENSES
None
COMMUNICATION SKILLS
Ability to comprehend, analyze, and interpret the most complex business documents. Ability to respond effectively to the most sensitive issues. Ability to write reports, manuals, speeches and articles using distinctive style. Ability to make effective and persuasive presentations on complex topics to employees, clients, top management and/or public groups. Ability to motivate and negotiate effectively with key employees, top management, and client groups to take desired action.
FINANCIAL KNOWLEDGE
Requires in-depth knowledge of financial terms, principles and compliance. Ability to calculate complex figures. Ability to forecast and prepare budgets. Conducts financial/business analysis including the preparation of reports.
REASONING ABILITY
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. Draws upon the analysis of others and makes recommendations that have a direct impact on the company.
OTHER SKILLS and/or ABILITIES
Advanced knowledge of computer software and hardware (i.e. Microsoft Office Suite Products). Ability to work in multiple accounting software applications.
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.
CBRE is an equal opportunity/affirmative action employer with 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.
NOTE: An additional requirement for this role is the ability to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing.
Manages multiple real estate accounting teams to provide accurate and timely client reporting for assigned portfolios of CBRE clients and properties. Implements processes to ensure compliance with reporting requirements. Assists in managing client relationships for strategic accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Analyzes and prices scope of service changes and suggests consulting opportunities to manager based on in-depth knowledge of the department's pricing platform. Reviews monthly pricing worksheets and enters allocations into PeopleSoft. May create pricing estimates for new business opportunities.
Participates and/or leads all aspects of internal and external property and client transitions. Works with other internal teams in handling special requirements as defined in the Management Agreement and scope of services in the Financial Services Agreement.
Troubleshoots escalated issues and ensures internal and external customer requests are handled timely, accurately and with a focus on customer service. Creates a positive customer experience by opening and maintaining constructive and reliable lines of communication.
Verifies and ensures accounting team's debt, real estate tax, sales tax and owner distribution payments are made timely and internal databases are updated and maintained accordingly.
May review staff work product, including financial packages, to ensure its complete, accurate and timely release to internal departments and external clients.
May function as a single point of contact for a market and/or Strategic Account Client. May participate in new business proposals.
Assists Senior Management with implementation of strategic department and corporate initiatives.
Partners with their accounting team to ensure they have a working knowledge of team's client Management Agreements and that they are properly maintained per department policy and requirements/terms. Ensures team managers are reviewing management fee calculations to be in accordance with the current Management Agreement.
Reviews the Corporate A/R and CBRE Tech A/R reports to ensure reconciliations are completed and reviewed by their team. Ensures open issues for the team are resolved.
May review budgets and annual year-end recovery calculations to ensure timely completion.
Participates in external audits as needed.
Performs other duties as assigned.
SUPERVISORY RESPONSIBILITIES
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.
QUALIFICATIONS
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
Degree from a four-year college or university program with an emphasis in accounting, finance or related field required. In lieu of a degree from a four-year college or university, an associate degree plus 2 years college or related work experience, OR high school diploma plus four years of related work experience required.
Plus, a minimum of two years prior accounting, finance or related experience required. Experience with real estate accounting software preferred.
CERTIFICATES and/or LICENSES
None
COMMUNICATION SKILLS
Ability to comprehend, analyze, and interpret the most complex business documents. Ability to respond effectively to the most sensitive issues. Ability to write reports, manuals, speeches and articles using distinctive style. Ability to make effective and persuasive presentations on complex topics to employees, clients, top management and/or public groups. Ability to motivate and negotiate effectively with key employees, top management, and client groups to take desired action.
FINANCIAL KNOWLEDGE
Requires in-depth knowledge of financial terms, principles and compliance. Ability to calculate complex figures. Ability to forecast and prepare budgets. Conducts financial/business analysis including the preparation of reports.
REASONING ABILITY
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. Draws upon the analysis of others and makes recommendations that have a direct impact on the company.
OTHER SKILLS and/or ABILITIES
Advanced knowledge of computer software and hardware (i.e. Microsoft Office Suite Products). Ability to work in multiple accounting software applications.
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.
CBRE is an equal opportunity/affirmative action employer with 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.
NOTE: An additional requirement for this role is the ability to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing.
This job is no longer active.