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Financial Operations Analyst - Accounts Payable and Accounts Receivable Clerk (AP and AR Clerk)

19032914 Requisition #


Performs duties associated with accurate and timely data entry to support accounts receivable and accounts payable processing activities. Provide exceptional customer service to internal and external customers. Support management in producing process and workflow documents. Identify, create and support process improvements. May provide training for new team members as needed.


Completes data entry and follow-up procedures to support a variety of accounts receivable and/or accounts payable transactions in accordance with established timeframes. Examples include invoice processing, cash entry, bank reconciliation, draw requests, auto debit processing, etc.

Ensure financial operations accounting related transactions comply with department policies and procedures.

Identifies, troubleshoots and resolves escalated issues related to various financial operations functional areas such as bank reconciliations, accounts payable and accounts receivable.

Completes updates to applicable processing manuals and workflows.

Participates in process improvement initiatives within financial operations focused on creating efficiencies and cost savings opportunities.

Create and provide training for new and existing team members.

May participate in the development and roll out of internal policies and procedures related to the financial operations team. 

Provides support of functional area audits by researching and responding to specific requests and possible remediation.

Troubleshoots and resolves complex inquiries and requests from internal customers related to analysis and metrics collected. Responds to inquiries from internal customers who are given instruction on action to take related to a process improvement initiative.

Performs other duties as assigned. 


No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance and/or training to coworkers. May coordinate work and assign tasks.



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.


High school diploma or General education degree (GED) required. Associate's degree with concentration in Business or Finance preferred. Minimum of four years experience in administrative or financial transaction support; or equivalent combination of education and relevant experience.


Lean Six Sigma formal training preferred.


Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Ability to effectively present information to an internal department and/or large groups of employees.


Requires knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and/or commissions. Conducts basic financial analysis.


Ability to comprehend, analyze, and interpret documents. Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills.


Intermediate to advanced knowledge of computer software and hardware (i.e. Microsoft Office Suite Products). Must work well under pressure with proactive approach to routine and non-routine occurrences. Advanced organizational skills and attention to detail. Ability to work in multiple accounting software applications.


Decisions made with thorough knowledge of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.

US Company Profile

About CBRE (NYSE: CBRE): 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 90,000 professionals provide exceptional outcomes for clients in over approximately 480 offices worldwide.  When it comes to real estate, CBRE sees potential everywhere. We turn scale into strength, expense into performance, and property into prosperity. Visit cbre.us.

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