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Senior Financial Analyst

19039751 Requisition #


Responsible for the overall support of CBRE client’s real estate outsourcing contract with a NYC based client. Conducts and documents complex financial and operational analyses and ad hoc projects, including review and investigation of financial data and results, as well as key operational metrics. Establish and maintain excellent relationships with internal and external clients working within a matrix reporting environment: Dedicated Account Team, Divisional Finance, Corporate and Client Accounting, and the Client on all aspects of accounting, finance and reporting.  Involved in other special projects as necessary.



Supports the Alliance Director, Finance Director and divisional, operational field teams in a variety of areas of financial analysis including but not limited to:

  • Experience with working with and manipulating large data sets – ability to scrub, synthesize and summarize into decision making outputs. Ability to decipher complex situations and generated key takeaways and conclusions for presentation to others.
  • Review and understand all financial terms of the CBRE client contract with an ability to ensure both client and CBRE are complying with financial terms such as fees, billbacks, etc.
  • Requires knowledge of financial terms and principles. Compile, decipher, analyze, and interpret financial information and the ability to accurately explain/report variance activity in verbal and written communications.
  • Review, perform, and coordinate financial analysis across different departments, divisions or business segments including monthly management reporting, variance analyses, account reconciliations, strategic planning, budgeting and forecasting, AR analyses, TWC (trade working capital) analyses, etc.
  • Constant drive towards process improvements and gains in efficiency by brainstorming new, automated ways of accomplishing tasks (excel, web‐based, etc).
  • A thirst to understand processes and data and what they mean, rather than just following a checklist of steps and delivering the output for someone else to review
  • Responsible for creation of CBRE invoicing to client and billing in accordance with client spend allocation methodologies as well as ensuring all billbacks are recorded correctly by CBRE Dallas accounting shop
  • Responsible for review of monthly close P&L including appropriate submission of PO accruals to CBRE Dallas accounting shop; review for reasonableness
  • Ability to quickly escalate potential issues to Sr. Directors such as Alliance Director, Finance Director and/or Division Director
  • Ad hoc duties/tasks as assigned by Finance Director or Alliance Director

Other AP related duties may be assigned such as:

  • Minimal invoice processing

  • Monthly Pre-funding Request Review; Commodity Code/Op Code Changes, and responding to client questions

  • Vendor management including invoice reconciliations

  • PO creation and PO management 


No formal supervisory responsibilities in this position. May coordinate and assign tasks to co‐workers within a work unit and/or project. As a “go‐to resource,” duties may encompass technical guidance and/or training to co‐workers, as well as policy development and participation in special initiatives (modeling, system implementations, acquisition integrations, other).


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.


Bachelor's degree (BA/BS) in Accounting, Finance or Economics from four-year college or university and a minimum of two to five years of related experience and/or training.

  • Technology: Use of Microsoft Office:

    • Advanced experience in Excel: Ability to calculate results using pivots, formulas: (sumifs, lookups, etc) filtering, sorting, named ranges, graphing, formatting;

    • Moderate experience in Word, PowerPoint, Outlook, (Access a plus)

    • Experience with PeopleSoft Financials, Tableau, ThinkCell, MyBuy or Cognos a plus but not required

  • Analytics: Requires strong analytical and quantitative skills that go beyond just working with numbers – ability to know how to problem solve, review data output for reasonableness and search for errors, suggest solutions and how to communicate and interpret the data in a high-level manner to client and CBRE Leadership audiences.

  • Quality, accuracy and timeliness: Must have a detailed orientation – accuracy and quality and meeting deadlines is a must. Ability to manage multiple priorities with high flexibility and rapid response time

  • Proactive and high energy – Able to work independently and within a group, a self-starter.

  • Strong work ethic and adaptable: Must be flexible to meet client and corporate deadlines.

  • Communications: Proactive, and strong written and verbal communication skills.

  • Customer Service: Ability to provide efficient, timely, reliable, and courteous service to customers both internal and external. Ability to understand the audience and customize approach to maximize and simplify understanding. Ability to effectively present information to supervisors, management and client.

  • Design and display of Information: Design, generate, review, and understand reports. Create presentations and other client facing materials on an ad hoc basis. Presentation elements may also include maps, charts, tables, illustrations, and other features using Word, PowerPoint, Excel, or other software.

  • Knowledge of real estate service industry and terminology is helpful but not required. Strong work ethic.


Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines and exercise thoughtful judgment in meeting client deadlines and deliverables and being part of a robust and large CBRE finance team. Must comply with CBRE’s RISE values (Respect, Integrity, Service and Excellence).


À propos de CBRE (NYSE : CBG) : Chez CBRE, vous détenez les moyens de définir votre cheminement professionnel. Profitez de la souplesse du milieu de travail que vous offre notre entreprise mondiale de grande envergure. Travaillez dans un milieu inclusif et collaboratif avec le soutien de vos coéquipiers. Venez découvrir l’avantage Employés de CBRE.

Classée au Fortune 500 comme chef de file mondial des services immobiliers, CBRE emploie plus de 70 000 professionnels qui fournissent des résultats exceptionnels pour leurs clients dans plus de 60

pays.  En matière d’immobilier, CBRE voit du potentiel partout. Nous visons donc à convertir fierté en force, dépenses en performance et propriété en prospérité. Visitez CBRE.com. 

Profil canadien

À propos de CBRE (NYSE : CBG) : À CBRE, vous pouvez définir votre cheminement professionnel. Profitez de la souplesse que vous offre notre entreprise d'envergure mondiale. Découvrez notre avantage Employés!

CBRE Limitée, un employeur souscrivant au principe de l'égalité d'accès à l'emploi, encourage tous les candidats potentiels à postuler, indépendamment de leur race, origine nationale ou ethnique, couleur, âge, religion, sexe, orientation sexuelle, état de famille, identité ou expression de genre, invalidité et autres états et conditions protégés par les lois fédérales, provinciales et territoriales applicables. Nous offrons des mesures adaptées aux candidats qui le demandent. Si vous avez besoin de mesures adaptées pour avancer dans le processus de recrutement, contactez le Service des RH de CBRE à hrsccanada@cbre.com mailto: hrsccanada@cbre.com ou au 1-866-388-4346.

Chef de file mondial des services immobiliers, CBRE fournit des résultats exceptionnels à ses clients dans plus de 60 pays. Visitez www.cbre.ca

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