Description
JOB SUMMARY
Performs complex duties associated with accurate and timely data entry support for financial operations processing activities including review of lower level work product, entry of client specific lease data according to client specifications, and increased volumes of work expectations.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Completes data entry and follow-up procedures to support a variety of accounts receivable and/or accounts payable transactions in accordance with established timeframes.
Conducts peer review of financial operations accounting related transactions to comply with department policies and procedures.
Identifies, troubleshoots and resolves escalated issues from lower level positions related to various financial operations functional areas, including vendor invoice processing, 1099 and tax processing, lease administration and cash receipt applications.
Completes updates to applicable trackers and processing manuals for portfolio of assigned work.
Participates in process improvement initiatives within financial operations focused on creating efficiencies and cost savings opportunities.
May train new and existing financial operations team members.
May participate in the development and roll out of internal policies and procedures related to the financial operations team.
Provides support of functional area audits by researching and responding to specific requests for remediation.
Corresponds with internal/external clients as needed in establishing new system access and new database information.
Performs other duties as assigned.
SUPERVISORY RESPONSIBILITIES
No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance and/or training to coworkers.
QUALIFICATIONS
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
High school diploma or General education degree (GED) required. Minimum of two years experience in administrative or financial operations support. Associate's degree with concentration in Business or Finance preferred.
CERTIFICATES and/or LICENSES
None
COMMUNICATION SKILLS
Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor.
FINANCIAL KNOWLEDGE
Requires basic knowledge of financial terms and principles. Ability to calculate simple figures such as percentages.
REASONING ABILITY
Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic to intermediate analytical skills.
OTHER SKILLS and ABILITIES
Intermediate knowledge of computer software and hardware (i.e. Microsoft Office Suite Products). Must work well under pressure with proactive approach to routine and non-routine occurrences. Advanced organizational skills, attention to detail. Ability to work in multiple accounting software applications.
SCOPE OF RESPONSIBILITY
Decisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.
CBRE is an equal opportunity/affirmative action employer with a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
CBRE is an equal opportunity/affirmative action employer with a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
NOTE: An additional requirement for this role is the ability to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing.
CBRE GWS
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
Find out more
Performs complex duties associated with accurate and timely data entry support for financial operations processing activities including review of lower level work product, entry of client specific lease data according to client specifications, and increased volumes of work expectations.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Completes data entry and follow-up procedures to support a variety of accounts receivable and/or accounts payable transactions in accordance with established timeframes.
Conducts peer review of financial operations accounting related transactions to comply with department policies and procedures.
Identifies, troubleshoots and resolves escalated issues from lower level positions related to various financial operations functional areas, including vendor invoice processing, 1099 and tax processing, lease administration and cash receipt applications.
Completes updates to applicable trackers and processing manuals for portfolio of assigned work.
Participates in process improvement initiatives within financial operations focused on creating efficiencies and cost savings opportunities.
May train new and existing financial operations team members.
May participate in the development and roll out of internal policies and procedures related to the financial operations team.
Provides support of functional area audits by researching and responding to specific requests for remediation.
Corresponds with internal/external clients as needed in establishing new system access and new database information.
Performs other duties as assigned.
SUPERVISORY RESPONSIBILITIES
No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance and/or training to coworkers.
QUALIFICATIONS
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
High school diploma or General education degree (GED) required. Minimum of two years experience in administrative or financial operations support. Associate's degree with concentration in Business or Finance preferred.
CERTIFICATES and/or LICENSES
None
COMMUNICATION SKILLS
Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor.
FINANCIAL KNOWLEDGE
Requires basic knowledge of financial terms and principles. Ability to calculate simple figures such as percentages.
REASONING ABILITY
Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations. Requires basic to intermediate analytical skills.
OTHER SKILLS and ABILITIES
Intermediate knowledge of computer software and hardware (i.e. Microsoft Office Suite Products). Must work well under pressure with proactive approach to routine and non-routine occurrences. Advanced organizational skills, attention to detail. Ability to work in multiple accounting software applications.
SCOPE OF RESPONSIBILITY
Decisions made with general understanding of procedures and company policies to achieve set results and deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.
CBRE is an equal opportunity/affirmative action employer with a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
CBRE is an equal opportunity/affirmative action employer with a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
NOTE: An additional requirement for this role is the ability to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing.
CBRE GWS
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
Find out more
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