Performs duties associated with accurate and timely data entry to support accounts receivable and accounts payable processing activities. Provide exceptional customer service to internal and external customers. Support management in producing process and workflow documents. Identify, create and support process improvements. May provide training for new team members as needed.
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. Examples include invoice processing, cash entry, bank reconciliation, draw requests, auto debit processing, etc.
Ensure financial operations accounting related transactions comply with department policies and procedures.
Identifies, troubleshoots and resolves escalated issues related to various financial operations functional areas such as bank reconciliations, accounts payable and accounts receivable.
Completes updates to applicable processing manuals and workflows.
Participates in process improvement initiatives within financial operations focused on creating efficiencies and cost savings opportunities.
Create and provide training for new and existing 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 and possible remediation.
Troubleshoots and resolves complex inquiries and requests from internal customers related to analysis and metrics collected. Responds to inquiries from internal customers who are given instruction on action to take related to a process improvement initiative.
Performs other duties as assigned.
No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance and/or training to coworkers. May coordinate work and assign tasks.
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. Associate's degree with concentration in Business or Finance preferred. Minimum of four years experience in administrative or financial transaction support; or equivalent combination of education and relevant experience.
CERTIFICATES and/or LICENSES
Lean Six Sigma formal training preferred.
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. Ability to effectively present information to an internal department and/or large groups of employees.
Requires knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and/or commissions. Conducts basic financial analysis.
Ability to comprehend, analyze, and interpret documents. Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills.
OTHER SKILLS and ABILITIES
Intermediate to advanced 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 and attention to detail. Ability to work in multiple accounting software applications.
SCOPE OF RESPONSIBILITY
Decisions made with thorough knowledge of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.
Internal Number: 19032914
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.