Finance Assistant in London, United Kingdom

Finance Assistant

Job ID

190952

Posted

31-Oct-2024

Service line

GWS Segment

Role type

Full-time

Areas of Interest

Accounting/Finance

Location(s)

London – England – United Kingdom of Great Britain and Northern Ireland

Key Responsibilities

Working with the Line Managers to understand every aspect of their business and their financial requirements.

Liaise with the fee earner of each project to obtain the project’s finances for inputting into our financial system.

Using Salesforce, ensure that each project is logged correctly, including any fee splits.

Working with the data administrators to ensure clients are live on our financial system and have been processed correctly.

Managing disbursements for the team’s projects to avoid hidden costs.

Attend any team meetings for your team or with the finance team, as required.

Provide the team’s financial information to Management when requested.

Consistently liaise with the team’s Line Manager during month end to enable them to understand their financial position.

Payment of third-party invoices, in a timely manner, and liaising with the third-party companies to provide them with payment dates, when required.

Liaising with the internal auditing team for them to provide sign off prior to submitting the client’s invoice.

Processing the invoices for each fee earner of your team and sending these out directly to the client, on a monthly basis, saving any required documentation on Sharepoint.

Liaise with the client’s accounting team, if and when required, to ensure invoices are processed successfully.

Undertake any internal training as and when required.

Working with the credit controllers to provide them with any information for invoices sent so they can chase payment of these with the client.

Holiday cover for other financial administrators, when required.

Key Responsibilities

Understanding of Salesforce and Client IQ preferable but not mandatory

Excellent communication skills

Ability to prioritise and co-ordinate tasks efficiently ensuring all deadlines are met

Highly developed time management skills – the ability to work to very tight deadlines while maintaining a high standard of accuracy

Maintain a positive attitude towards routine tasks

Diligent with accurate and exceptional attention to detail

Pro-active and forward thinking, enjoys working autonomously and as part of a wider team

Able to liaise with various levels of seniority with ease

Flexible approach to work

Understands and appreciates the importance of using discretion

Team player who deals effectively with colleagues and clients

Working at CBRE

When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mind-set is encouraged. You’ll realize your potential with challenging work, fast-paced assignments, an environment of constant learning and commitment to results. To enable your success, we provide the best tools, training and leaders in the industry.

Our collaborative culture is built on our RISE values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Creating the real estate solutions of tomorrow, so businesses and people thrive. This informs everything we do—from diversity, equity, and inclusion to sustainability initiatives to workplace safety and wellbeing.

At CBRE, we believe that the more perspectives we have, the more dimensions we see. We welcome people with different backgrounds and experiences across industries to apply for open positions even if you do not match every element of the required skills. To discover more about what it’s like to work at CBRE, visit Life at CBRE

About CBRE

CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2023 revenue). The company has more than 130,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves a diverse range of clients with an integrated suite of 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.

Equal Opportunities

We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age. For information about accommodations we can make during the recruitment process, please visit: https://www.cbre.co.uk/careers/accommodations

CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)