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Job Title: Financial & Business Operations Relationship Manager
Company Name: CBRE
Location: Atlanta, GA
Position Type: Full Time
Post Date: 01/25/2020
Expire Date: 02/04/2020
Job Categories: Finance/Economics, Financial Services, Human Resources, Executive Management
Job Description
Financial & Business Operations Relationship Manager


Responsible for managing financial & business operations activities for a region in support of multiple lines of business to include the following functions:  budgeting, revenue forecasting, management reporting, accounts payable, contract administration, etc.



Responsible for execution of the budgeting and forecasting processes and standard management reporting.  Establishes overall departmental priorities, manages workload and staff assignments to ensure that all deadlines are met.


Acts as key financial and logistical liaison between management for a region or greater market area.  Works with management team(s) to identify, develop and implement strategic plans to achieve goals.  Implements actions for improvement and practical solutions as approved by management.


Prepares, reviews and monitors data reports including accounts receivable, income, EBITDA, pipeline and other business metrics.  Analyzes income and expense trends to identify opportunities to improve profitability.  Makes recommendations on revised controls and implements actions for improvement.


Conducts special financial and business studies and other duties as assigned by management.  Produces routine and ad hoc financial reports, packages and pro forma analyses for management and business unit.


Performs PeopleSoft review and approval of variance accounts payable and expense items to ensure proper coding, allocation and backup.  May train and assist end-users in PeopleSoft entry and resolve any expense report issues.


Responsible for People activities (e.g. recruitment, on-boarding/new hire orientation, training, performance management and terminations).  Approves transactions in Manager Self Services (MSS).


Performs other duties as assigned. 
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.

Bachelor's Degree (BA/BS) or equivalent from four year college or university plus a minimum of five years related work experience to include budgeting, finance and or business analytics; or equivalent combination of education and experience. Previous Team Lead or Supervisor related experience preferred. 


Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information. Ability to respond effectively to sensitive issues.

Requires advanced knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and commissions. Conducts advanced financial analysis.

Ability to comprehend, analyze, and interpret complex documents. Ability to solve problems involving several options in situations. Requires advanced analytical and quantitative skills.

Advanced proficiency in Microsoft Office Suite. Spreadsheet skill set to include advanced functions such as graphics, pivot tables, macros and database management required.

Decisions made with thorough understanding of procedures, company policies, and business practices to achieve general results and deadlines. Responsible for setting work unit and/or project deadlines. Errors in judgment may cause short-term impact to department.

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Contact Information
Company Name: CBRE
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