Job Description

Compliance

• Monitor Estate finance processes and procedures to ensure compliance with CBRE policies and procedures and in line with Client instructions.

Financial Control

• To support / lead the quarterly reconciliation process with the Facilities Management provider(s).
• To monitor and report on all actual service charge expenditure and project costs on a weekly, monthly and quarterly basis.
• To support the management team to achieve agreed financial targets through effective and timely financial reporting.
• To ensure that processes are in place to accurately forecast and analyse expenditure trends across all departments.
• Review costs and expenses relating to management of the Estates, track against budgets and take corrective action where appropriate.
• To effectively manage the Finance Administration function to ensure that:-
• supplier invoices are checked/validated and authorised in accordance with the CBRE’s accounting system;
• client funding requests are validated and processed in timely manner.
• Maintain all financial databases.

Budgeting

• To adopt the key role in co-ordinating and preparing the annual service budgets.
• To review and assist with external auditors in the preparation of the year end budget reconciliation.

Administration

• Oversee the Change Notice process in line with agreed processes.
• Reporting on regular basis internally and to Client on compliance.
• Ad hoc support to the Property Management team with administration tasks.

Stakeholder Relations

• To manage key relationships with the Client and CBRE functions; especially Service Charge Finance Team.
• To engage with and manage FM provider relationships and external key stakeholders.
• Resolve issues with external suppliers.

Competencies

• Organised and can work to strict deadlines.
• Good communicator with strong interpersonal skills.
• Can work on own initiative.

Required Knowledge, Skills, and Abilities