Finance Lead, Planning & Analysis

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.

• 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.