Financial Operations Supervisor

JOB SUMMARY

Coordinates and supervises completion of a variety of real estate accounting transactions including vendor invoice processing, 1099 and tax processing, lease administration and cash receipt applications and collections. Oversees requirements for staff's assigned work and ensures consistent, accurate and timely reporting.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Coordinates and leads staffing transitions to include assigning workloads, determining knowledge transfer protocol, and ensuring adequate coverage of internal and external deliverables during the transition.

Resolves and responds to escalated issues and requests from financial reporting teams, including answering questions from other departments, locations and divisions regarding various accounting issues and reports. Researches open accounting issues and recognizes potential issues and/or conflicts so corrective action can intercept and minimize issues.

Organizes and supervises the work and performance of staff responsible for processing financial operations functions. Collaborates with Manager to establish performance objectives for department staff and monitors and reports on accomplishments.

Establishes internal work controls to monitor and review staff work product for accuracy and timely processing to safeguard the assets of our clients and uphold the organization's fiduciary responsibility.

Develops and implements spreadsheet or system generated reports used to track transactional activity, process/procedure manuals, and error resolution logs to determine focus areas of training for staff. Monitors the security of financial information, equipment, and supplies.

Develops and conducts applicable team trainings for the financial operations team.

Analyzes and troubleshoots issues related to internal and external processes and recommends and partners with management to implement process improvements by utilizing Lean Six Sigma methodology.

Performs other duties as assigned.

SUPERVISORY RESPONSIBILITIES

Provides formal supervision to individual employees within single functional or operational area. Recommends staff recruitment, selection, promotion, advancement, corrective action and termination. Plans and monitors appropriate staffing levels and utilization of labor, including overtime. Prepares and delivers performance appraisal for staff. Mentors and coaches team members to further develop competencies. Leads by example and models behaviors that are consistent with the company's values.

QUALIFICATIONS

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.

EDUCATION and EXPERIENCE

High school diploma or General education degree (GED) required. Associate's degree with concentration in Business or Finance preferred. Minimum of four years experience in administrative or financial operations support; or equivalent combination of education and relevant experience.

Previous supervisory experience preferred.

CERTIFICATES and/or LICENSES

None

COMMUNICATION SKILLS

Ability to comprehend, analyze, and interpret business documents. Ability to respond effectively to sensitive issues. Ability to write reports, manuals, speeches and articles using distinctive style. Ability to make effective and persuasive presentations on complex topics to employees, clients, and/or public groups. Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers.

FINANCIAL KNOWLEDGE

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

REASONING ABILITY

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

OTHER SKILLS and ABILITIES

Intermediate to advanced knowledge of computer software and hardware (i.e. Microsoft Office Suite Products). Must work well under pressure with proactive approach to routine and non-routine occurrences. Advanced organizational skills and attention to detail. Ability to work in multiple accounting software applications.

SCOPE OF RESPONSIBILITY

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.

CBRE is an equal opportunity/affirmative action employer with a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

CBRE is an equal opportunity/affirmative action employer with a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

NOTE: An additional requirement for this role is the ability to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing.