Manages multiple real estate accounting teams to provide accurate and timely client reporting for assigned portfolios of CBRE clients and properties. Implements processes to ensure compliance with reporting requirements. Manages client relationships for multiple strategic accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Reviews and analyzes scope of service changes from team managers, and prices additional services based on in-depth knowledge of the department's pricing platform. Identifies and recommends consulting opportunities to managers, market leaders, and/or clients.
Creates pricing estimates for new business opportunities. Ensures monthly pricing allocations are accurately entered into PeopleSoft.
Functions as a single point of contact for a market and/or Strategic Account Client.
Assists Senior Management with implementation of strategic department and corporate initiatives.
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.
Participates and/or leads all aspects of 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.
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 participate in new business proposals.
May review staff work product, including financial packages, to ensure its complete, accurate and timely release to internal departments and external clients.
Performs other duties as assigned.
Provides formal supervision to individual employees within single functional or operational area. Approves subordinate's recommendations for staff recruitment, selection, promotion, advancement, corrective action and termination.
Effectively recommends same for direct reports to next level management for review and approval. 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 10 years prior accounting, finance or related experience required to include prior management experience.
CERTIFICATES and/or LICENSES
Ability to comprehend, analyze, and interpret the most complex business documents. Ability to respond effectively to the most sensitive issues.
Ability to write reports, manuals, speeches and articles using distinctive style. Ability to make effective and persuasive presentations on complex topics to employees, clients, top management and/or public groups. Ability to motivate and negotiate effectively with key employees, top management, and client groups to take desired action.
Requires in-depth knowledge of financial terms, principles and compliance. Ability to calculate complex figures.
Ability to forecast and prepare budgets. Conducts financial/business analysis including the preparation of reports.
Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment. Draws upon the analysis of others and makes recommendations that have a direct impact on the company.
OTHER SKILLS and ABILITIES
Advanced knowledge of computer software and hardware (i.e. Microsoft Office Suite Products). Experience with real estate accounting software preferred.
SCOPE OF RESPONSIBILITY
Decisions made with in-depth understanding and interpretation of procedures, company policies and business practices to achieve general results. Responsible for setting department deadlines. Errors in judgment may cause long-term impact to co-workers, supervisor, department and/or line of business.
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