CBRE Global Finance is seeking a highly motivated, results-oriented Senior Director of Financial Planning & Analysis (FP&A) to drive the annual budgeting process and oversee the development and maintenance of financial budgets and forecasting models. Reporting directly to the VP of Corporate Finance, the Senior Director of FP&A will lead the preparation of executive-level and Board of Director presentations and management reporting. Key business partners will include the following: Global and operating segment CEOs and CFOs, CAO, VP of Financial Systems, and other line-of-business executives.
This role is based in Dallas and will require travel to El Segundo, CA in the first 6-9 months as the Global FP&A group relocates from California to Texas.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Owns and leads the Global FP&A function for the company, managing a team of ~10 finance professionals. Directs staff in preparation of results presentation to senior finance management and business leaders. Presents results to senior business leaders.
Oversees budgeting, forecasting and strategic planning processes as well as standard management reporting. Manages the operating budget for G&A and allocated expenses.
Serves as a strategic business partner through a combination of financial expertise and understanding of business drivers, challenges, and opportunities. Provide an objective view on the business to ensure decisions are fact-based and analytically sound.
Builds strong cross-functional relationships with business groups and their leaders across the enterprise.
Defines and directs special projects to provide financial KPIs and insights to support management decisions.
Leads by example and models behaviors that are consistent with CBRE's values.
Manages the planning, organization, and forecasting functions for Global FP&A.
Approves recommendations for staff recruitment, selection, promotion, advancement, corrective action and termination. Leads and supports staff in team selection, training, development, coaching, mentoring, and performance management. Builds and maintains employee engagement.
Strong commitment to a team approach and awareness of success dependencies. Demonstrated ability to recruit, hire and motivate a high performing team that values transparency and accountability.
Ability to work collaboratively in a global, matrixed environment with all levels of leadership.
Experience leading strategic decision making and goal setting initiatives. Ability to break down complex problems to make decisions and drive progress; strong strategic planning, project management and collaborative leadership skills.
Experience with Cognos TM1/Planning Analytics and other software and financial systems is desired, including HFM Consolidation and PeopleSoft Financials.
Comfortable leveraging disparate data resources, ERP systems, and BI tools to build financial models and compelling presentations. Interest in leveraging new technologies and advanced techniques to assist with developing business insight.
Ability to handle and manage multiple projects and work streams. Strong work ethic and adaptable in a fast-moving environment.
QUALIFICATIONS and EXPERIENCE
Prior work experience in FP&A in a global, Fortune 500 organization is preferred. Knowledge of real estate service industry and terminology is helpful.
Excellent verbal and written communication skills and expertise in the following: persuasion, negotiation, facilitation and meeting management, and oral presentations.
In-depth knowledge of financial terms and principles with broad depth understanding of Generally Accepted Accounting Principles (GAAP) concepts.
Bachelor's degree (BA/BS) from a four-year college or university in a business-related field.
Minimum ten (10) years of experience in financial planning, analysis, strategic planning or equivalent required including at least five (5) years in a management role preferred .
CERTIFICATES and/or LICENSES
CPA or MBA (graduate degree) preferred, but not required (depending on experience).
Excellent oral and written communication skills to communicate clearly and effectively with peers, business people and management. Ability to comprehend, analyze, and interpret the most complex business documents. Ability to effectively interact with management, employees, auditors, etc. and respond effectively to the most sensitive issues. Ability to write reports and manuals using distinctive style. Ability to motivate and work collaboratively with business partners, key employees, top management, and client groups on various projects.
Requires in-depth knowledge of financial terms and principles. Reviews complex financial/business analysis and reports prepared by subordinates. Ability to analyze the most complex business/financial data and develop innovative solutions. Develops and implements financial policies and procedures. Approves and oversees department budget. Broad, in-depth understanding of Generally Accepted Accounting Principles (GAAP), concepts. SEC reporting experience desired (depending on the specific finance role).
Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment. Draws upon the analysis of others and makes recommendations that have a direct impact on the company.
OTHER SKILLS and ABILITIES
Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Broad experience with other software and financial systems is desired (particularly HFM Consolidation, PeopleSoft Financials and Cognos Planning). Knowledge of real estate service industry and terminology is helpful. Ability to handle and manage multiple projects and work streams. Strong work ethic and adaptable.
SCOPE OF RESPONSIBILITY
Decisions made with in-depth understanding and interpretation of procedures, company policies and business practices to achieve complex results. Responsible for setting project, department and/or division deadlines. Errors in judgment may cause long-term impact to line of business and/or overall company.
Internal Number: 19031854
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.