About the Role:As a CBRE Finance Lead, Planning & Analysis, you will be responsible for conducting simple to moderate standard financial analysis and ad hoc finance projects.
This job is responsible for providing financial leadership and analytical support across a portfolio of integrated facilities management accounts. This role partners closely with Operations, Account Leadership, and Corporate Finance to drive forecasting accuracy, budgeting, financial reporting, profitability improvement, and strategic decision-making.
What You'll Do: - Lead monthly, quarterly, and annual forecasting processes for assigned client accounts.
- Develop and manage annual operating budgets and long-range financial plans.
- Analyze actual performance against budget and forecast, identifying risks, opportunities, and key business drivers.
- Provide recommendations to improve profitability, cost efficiency, and operational performance.
- Prepare and present detailed financial analyses, including variance reporting, trend analysis, and business case evaluations.
- Support pricing reviews, contract renewals, and new business opportunities through financial modeling.
- Analyze labor, subcontractor, maintenance, and operating costs to identify savings opportunities.
- Develop KPIs and dashboards to provide actionable insights to business leaders.
- Prepare monthly financial reporting packages and executive-level summaries.
- Ensure compliance with corporate financial policies, accounting standards, and internal controls.
- Support month-end close activities and financial reconciliations.
- Assist with internal and external audits as required.
- Support the monthly and quarterly review of subsegment results including P&L, capital, KPIs, CAPEX and spending.
- Assist with cost improvement and savings opportunities and collect data supporting commercial assessments.
- Support the annual budget process.
- Help with monthly and quarterly forecasting and strategic planning processes.
- Produce routine and adhoc financial reports, packages and pro forma analyses.
- Work within standardized procedures and practices to achieve objectives and meet deadlines and use existing procedures to solve standard problems.
- Have some knowledge of standard principles with limited practical experience in applying them.
- Lead by example and model behaviors that are consistent with CBRE RISE values.
- Impact the quality of own work.
- Work within standardized procedures and practices to achieve objectives and meet deadlines.
- Exchange straightforward information, asks questions and check for understanding.
What You'll Need:- Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
- CPA designation (CPA Canada) or actively pursuing CPA certification.
- Bilingual in English and French (written and verbal).
- 5+ years of progressive experience in FP&A, Corporate Finance, Accounting, or Commercial Finance, including budgeting, forecasting, variance analysis, and financial reporting.
- Advanced proficiency in Microsoft Excel, including financial modeling and data analysis; proficiency with Microsoft Office applications.
- Strong business partnering, stakeholder management, communication, and presentation skills with the ability to influence operational and senior leadership teams.
- Experience working with large corporate or multi-site client portfolios.
- Experience supporting facilities management, real estate, engineering services, property management, or outsourced business services environments preferred.
- Knowledge of ERP and reporting platforms such as SAP, Oracle, Power BI, or similar systems preferred.
- Strong analytical and problem-solving skills with the ability to evaluate information and make sound business recommendations.
- Applicants must be currently authorized to work in Canada without the need for visa sponsorship now or in the future
CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for this role is between $100,000 to $110,000 annually. The compensation provided to a successful candidate will depend on their skills, qualifications, and experience. This role will provide the following benefits: Group Retirement Program, Medical, Dental and Vision coverage, Life Insurance and more.
This job posting is for an existing vacancy within CBRE.
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.
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