BFM

Roles and Responsibilities

• Reviews staff work product, including financial packages, to ensure its complete, accurate and timely release to internal departments and external clients.
• 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 assist with 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.
• Identifies and communicates scope of service changes to manager and team. Suggests consulting opportunities to manager based on knowledge of the department's pricing platform. Reviews monthly pricing worksheets and may enter allocations into PeopleSoft.
• 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.
• Partners with field and account management teams 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.
• Participates in external audits as needed.
• May review budgets and annual year-end recovery calculations to ensure timely completion.
• Performs other duties as assigned.

Desired Candidate Profile:

• Requires advanced knowledge of financial terms and principles.
• Ability to calculate intermediate figures such as percentages, discounts, and commissions.
• Conducts advanced financial analysis.
• Advanced knowledge of computer software and hardware (i.e. Microsoft Office Suite Products).
• Ability to work in multiple accounting software applications.

Communication Skills:

• Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable, and courteous service to customers. Ability to effectively present information.
• Ability to respond effectively to sensitive issues.

Supervisory Responsibilities:Provides formal supervision to individual employees within single functional or operational area. Recommends staff recruitment, selection, promotion, advancement, corrective action and termination. 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