Experience Inc. Jobs

Client Administration Management EMEA (Warsaw/London)

Job ID

168952

Posted

13-Jun-2024

Service line

Advisory Segment

Role type

Full-time

Areas of Interest

Accounting/Finance

Location(s)

London - England - United Kingdom of Great Britain and Northern Ireland

At CBRE Investment Accounting and Reporting Solutions (‘CBRE IA&R’) we are hiring for a Senior Manager/Director within our Client Management Function to join our team in London or Warsaw. Reporting directly to the Director based in the US, you will work in an ambitious and fast growing environment fully focused on real estate.

We are seeking an experienced professional with 8-10 years in data and financial analysis roles. The ideal candidate will have experience building processes and models with attention to detail; Ideally, with experience delivering business insights to C-Suite executive level stakeholders through data analysis, reporting, & strong communication skills. The individual should be comfortable working within a matrix environment, partnering across teams.

What are going to be your main responsibilities?

• Developing and setting standards for data analytics and client administration processes.

• For new clients, partner with Onboarding teams to take view on contracting structure, which links to KYCs needs and impacts finance set-up. Leverage expertise of functional partners (legal, compliance, finance).

• Partner with sales team to ensure client administration set-up considered as required during sales phase.

• Post-onboarding, collaborate with Client Account Leaders (CALs) and finance team to build and maintain data-driven fee calculators, billing processes, and AR reviews.

• Owner / driver of finance administrative processes - leveraging finance billing team & CALs.

• Serve as a liaison between finance and CAL community to build solutions for financial processing

• Partner with Executive Leadership and Client Account Leaders to provide insight from financial and non-financial data to enable business decisions.

• Drive the standardization of financial administrative processes across the region and globally

• Analyze individual accounts to implement standardized process

• Partner with CM Leadership to focus on profitability reviews, providing CAL data / benchmarks, roll-out of time tracking, etc.

• Review Pricing Model inputs for EMEA for onboarding/client management and maintain underwriting for comparison against future profitability.

• Support KPI process and administration for contracted clients

What are we looking for?

• 8-10 years of professional experience in a finance, FP&A, and / or data analysis or similar position or responsibilities

• Professional experience building data processes and models

• Excellent soft skills

• Finance background and attention to detail

• Can operate well in a matrix environment partnering with other teams

• Professional services experience will be a plus

• Fluent communication skills in English

CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)