Working under moderate supervision, conducts and documents moderate to complex financial analysis, financial reporting and ad hoc finance projects. Aids organization with financial functions, such as assessing, auditing, planning, budgeting, taxes, consolidation, cost control, and project control. Leads special projects and other assigned initiatives.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Evaluates and analyzes a variety of financial results and indicators such as capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc. requiring advanced expertise. Compiles budgetary and fiscal data received from assigned departments to prepare revenue balance statements and historical comparisons of departmental expenditures with requested
Completes complex analysis of records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses.
Conducts special studies as assigned to support senior management. Develops presentations of findings and results.
Advises management on matters, such as effective use of resources and assumptions underlying budget forecasts. Interprets budgets to management.
Prepares reports analyzing specific aspects of department structures, functions and operational procedures and recommends ways to improve efficiency and/or effectiveness.
and drives efforts to better support business development functions and revenue
driving activities. Such efforts include intensive relationship and/or company
analysis, preparing company x-ray information, assisting with pitch
presentation preparations, developing and researching business development
target lists, industry/geography/building experience lists, and fielding
company and relationship inquiries.
Conducts financial modeling and portfolio
analytics on target clients' holdings using Tableau or prospects to provide
perspective and recommendations on business development strategies and
Acts as the local Salesforce expert, assisting
project management pursuit team, support staff, management and others in the
full utilization of the tool. Helps users become familiar with all functions of
the tool to facilitate integration of Salesforce into the culture of the
Project Management Service Lines.
leads the Coordination and governance of sales activity throughout the sales
process, maintaining accurate, up-to-date information in the systems.
creation of proposals, presentations, and other client-facing materials with
the pursuit team and national/local marketing professionals by developing
proformas, managing global rate card data, and other pricing tools in support
of business growth objectives.
No formal supervisory responsibilities in this position. May lead project teams and/or plan staff assignments. Duties may encompass technical guidance and/or training of co-workers as well as policy development and participation in special initiatives such as modeling, system implementations or acquisition integrations. May coordinate and assign tasks to co-workers within a work unit and/or project.
EDUCATION and EXPERIENCE
Bachelor's degree (BA/BS) from a four-year college or university in a business related field. Some prior related work experience preferred but not required.
CERTIFICATES and/or LICENSES
Strong written and verbal communication skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information to supervisors and finance management.
Requires knowledge of basic financial terms, concepts and accounting principles.
Ability to comprehend, analyze, and interpret financial information and the ability to accurately explain/report activity in verbal and written communications. Requires intermediate analytical skills.
OTHER SKILLS and ABILITIES
Computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Strong
work ethic and adaptable.
SCOPE OF RESPONSIBILITY
Decisions made with understanding 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
Thank you for your interest in CBRE. This position is being published in an effort to build our candidate pipeline for our upcoming opportunities. If an opportunity opens that matches your qualifications, we will reach out to you at that time. We are building a world-class organization with a world-class team and appreciate your interest in CBRE.