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.
Internal Number: 19032884
With broader and deeper capabilities than any other company, CBRE is the leading full-service real estate services and investment organization in the world.
CBRE Group, Inc. is the world’s largest commercial real estate services and investment firm, with 2017 revenues of $14.2 billion and more than 80,000 employees (excluding affiliate offices). CBRE has been included in the Fortune 500 since 2008, ranking #214 in 2017. It also has been voted the industry’s top brand by the Lipsey Company for 17 consecutive years, and has been named one of Fortune’s “Most Admired Companies” in the real estate sector for six years in a row. Its shares trade on the New York Stock Exchange under the symbol “CBRE.”
CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.