Manages a real estate accounting team to provide accurate and timely client reporting for assigned portfolios of CBRE clients and properties. Implements processes to ensure compliance with reporting requirements. Reviews and certifies accuracy of all financial reports issued by accounting team.
ESSENTIAL DUTIES 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.
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.
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. A minimum of six years prior accounting, finance or related experience required including prior supervisory experience. Experience with real estate accounting software preferred.
CERTIFICATES and/or LICENSES
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.
Requires advanced knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and commissions. Conducts advanced financial analysis.
Ability to solve problems and deal with a variety of options in varying situations. Requires advanced analytical and quantitative skills.
OTHER SKILLS and 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 thorough understanding of procedures, company policies, and business practices to achieve general results and deadlines. Responsible for setting work unit and/or project deadlines. Errors in judgment may cause short-term impact to department.
Responsible for personal safety and the safety of those who are affected by your work. This includes but is not limited to:
1.Complete all required and assigned HSE training at a satisfactory level,
2.Follow all activity policies and procedures, including all HSE-related requirements at all times,
3.Participate in all HSE-related programs & activities as required, including incident investigations, interviews, auditing and assessment, etc.
4.Report any conditions which you feel could result in an accident or injury and / or stop work if required.
As a Manager:
1.While adhering to all HSE requirements established for CBRE employees, supervisors and managers are additionally required to:
a. Provide sufficient distraction-free time for employees to complete all required HSE training & support the HSE training program implicitly,
b. Investigate and resolve (if possible) all reported unsafe conditions / acts and communicate results back to the affected stakeholders,
c. Support "stop work" authority when it is exercised in good faith,
d. Communicate any / all potential workplace hazards and workplace procedures.
CB Richard Ellis