Finance Lead (Coleshill)

Posted 20 February by CBRE Global Workplace Solutions Easy Apply


Provide a comprehensive financial and administrative service. Provide support and training to the contract support team. Support Business Unit F&CSM with month end and financial reporting.


1 Understand, anticipate and deliver customer (internal and external) needs while building effective relationships.

2 Positively respond to both our internal and external customers through effective communication and personal accessibility, while optimising contract performance.

3 Understand procedures and processes and operate them to the required standard encouraging best practice. Able to understand and influence the Contract/Area profit report. Provide knowledge and understanding to coach and support others with less experience.

Examples are:

a) Performing/Monitoring Dynamics Processes such as raising Purchase Orders, Billing, Posting Invoices, invoice registration etc

b) Maintaining and controlling contract KPI spreadsheet & analysis and overall BU KPIs (WIP/DEBT/OPO)

c) Creating proper process paperwork and documentations, governing this across the business unit

d) Ensuring that housekeeping in dynamics is kept to high standards through contract support

e) Ensuring and driving uniformed contract information across business unit

f) Balance Sheet Reconciliations

g) Performing month end and adhoc process i.e. dimensional mismatch, overheads, WIP, JBIMR, Contract P&L reports

h) Maintain business unit Sector reporting and structure

i) Weekly MMT reviews and issued to AD, AGM, F&CSM & BUD

j) Profitability Reports and Analysis at various levels - Contracts/Sectors/Portfolio

4 Achieve results within quality, time, people and budgetary restraints.

5 Ability to actively drive improvement. Perform with an understanding of business requirements and changes, and ensuring continuous improvement.

6 Build a team, ensuring whole team is effectively utilised. Lead the team performance through motivation and winning commitment from them. Actively participate in a diverse and effective team.

7 Convey messages and ideas clearly and openly. Involve people and influence decisions. Report internally and externally. Give and receive constructive feedback successfully.

8 Organise and carry out monthly Contract Support Meeting as agreed with F&CSM

9 Project accounting working and supporting the Projects team i.e. Projects Co-Ordinator

10 Ad hoc Business Unit work/activities




Part Qualified Accountant ACCA, CIMA, ACA

[Desirable] Newly Qualified Accountant



Good PC based skills, with experience in Word/Excel and Outlook - intermediate to advance level.


PowerPoint and Access.



3 years experience in a similar role with managerial experience.

Previous experience of a customer-facing role using operating systems such as Dynamics AX or Concept software

Some financial / accounting experience would be an advantage.


Must demonstrate a strong sense of customer focus.

Excellent verbal, and good basic standard of written, communication skills. Self-motivated and systematic.

Results/ task orientated, attention to detail and accuracy.

Excellent time management and organisational skills.

Commitment to continuous improvement.

Ability to work as part of a team, as well as independently.


Committed to customer service delivery.

Reliable and committed.

Confidential and discrete approach.

Calm manner, able to work under pressure and with changing demands and priorities. Smart appearance.

Be flexible to work outside core office hours from time to time.

Reference: 34213899

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