Experience Inc. Jobs

Global FP&A Lead

Job ID

209322

Posted

05-Mar-2025

Service line

GWS Segment

Role type

Full-time

Areas of Interest

Accounting/Finance

Location(s)

Birmingham - England - United Kingdom of Great Britain and Northern Ireland, Brighton - England - United Kingdom of Great Britain and Northern Ireland, Cambridge - England - United Kingdom of Great Britain and Northern Ireland, Leeds - England - United Kingdom of Great Britain and Northern Ireland, London - England - United Kingdom of Great Britain and Northern Ireland, Manchester - England - United Kingdom of Great Britain and Northern Ireland, Oxford - England - United Kingdom of Great Britain and Northern Ireland

Job Purpose:

The role is to provide financial leadership to the Global Account by ensuring all sub-regions have appropriate and adequate financial management, control and reporting to meet all Client requirements.

As a key member of the Account Finance leadership team you will actively drive the Account to ensure it meets the targets set and our sustainable growth through exceptional Client service agenda.

The key responsibility of the position is to provide strategic and financial leadership to Regional Alliance Directors and Global Alliance Director, and indirectly to the regional Finance Directors. The role requires exceptional Client-facing skills whilst balancing the demands of corporate responsibilities including monthly management reporting, forecasts, planning cycles and SOX controls for the Account.

Additionally, this role will work in close liaison with the key departments within CBRE and the Client organisation. Working within the financial contractual requirements and meeting all deadlines will be a key deliverable of the role.

Key Tasks:

Client

• Developing high quality and effective Client relationships across all sub-regions of the Account.

• Build strong working relationships with key Client stakeholders, Global Client Finance Director and the Global Alliance Director; being a strategic partner to both.

• Assist with requests including Client audit requirements in a timely and accurate manner through effective communication and personal accessibility/credibility.

• Use position and market knowledge to add value to Client relationship and service delivery.

• Capture, report and drive Account KPIs in the required framework.

Finance Leadership

• Drive high quality financial / commercial performance through understanding the contractual commitments on service lines and ensure alignment with corporate policies.

• Identify and help drive implementation of savings opportunities to ensure Client and GWS financial savings targets are maximized.

• Drive high quality data analysis in relation to pricing activities to support the UBS pursui

• Support Global FD by ensuring regional Finance teams take responsibility for Balance Sheet governance and reconciliations together with full compliance with SOX control requirements, including SOC1 where applicable.

• Build and develop high level relationships with all stakeholders including regional finance teams.

• Liaising with all relevant Finance stakeholders particularly the Global Client Finance Director, Divisional Finance Director, Financial Planning & Analysis team and GBS team.

• Communicate regularly with Account finance to ensure they are fully informed of operational objectives, best practice and key business messages.

• Identify, analyse and resolve potential business risks, as well as opportunities and solutions to enhance business performance.

• Implement improvements, drive change, raise standards through the direct and indirect management of staff.

• Visit sites, meet Client and communicate with Account line managers.

Financial Reporting and Planning

• Deliver best in class Client management information including annual budgets (balance sheet and cash flow plans), monthly management accounts and forecasts including spend variance as well as resolve any client billing queries in relation to expanded services and non core work

• Provide strategic ad-hoc support, influence and manage any financial analysis as required.

• Meet Group reporting requirements and deadlines, ensuring this is cascaded to all stakeholders including GBS team.

Financial Governance

• Manage the accuracy and integrity of accounting records and financial systems, identify opportunities to enhance system efficiencies

• Support systems development to maximize efficiency benefits for the Client & GWS.

• Have thorough knowledge of policies, procedures and manage compliance of them.

• Tightly manage contract governance, demonstrating an in-depth knowledge of the terms and conditions of the contract to ensure that all cost elements are appropriately accounted for.

• Manage Trade Working Capital to maximise cash and control integrity and segregation of client cash by taking a lead on aged debt process

• Participate in monthly business reviews and manage agreed actions.

• Provide support to Client statutory obligations, such as audits.

People Management

• Line Management responsibility for finance team member(s), ensuring high quality finance team and succession planning in place.

• Build, lead and motivate a diverse and effective team. Empower team members to take responsibility and accountability.

• Agree and monitor annual performance of individuals in the team in line with Client and Company objectives.

• Convey messages and ideas clearly and openly. Involve people and influence decisions.

• Deal with any people issues quickly and professionally.

• Identify and manage delivery of financial training including non-finance staff.

Success Measures:

Success in this role will be measured through defined targets as follows:

• Achieving client reporting deadlines and meeting KPI threshold for client spend

• Promptly resolve client billing queries

• Achieving Account Plan targets.

• Adhering to all SOX/SOC1 requirements.

• Adding value to achieve Account renewal with sustainable growth agenda.

• Minimal attrition with good succession planning in place.

Person Specification:

• Hold a Chartered Accountant qualification (or equivalent)

• IT Skills to lead, process and reporting developments to achieve key tasks, and to give the business a sound reporting base

• Superior written and verbal communication skills with strong oral presentation skills

• Capable of working in a matrix environment Understands the requirements of operating in a cross border multiservice line environment.

• Previous experience of a service industry role using operating systems such as Dynamics AX.

• Dealt with GMP, Cost plus and Fixed price commercial models

• Involved in acquisitions, including the integration of new businesses

• Hands on experience of managing geographically diverse teams

• Committed to Client service delivery

• The individual must be willing to undertake travel as the role/business requires - CBRE London office once a week (61 Southwark Street)

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