Finance Lead, Planning & Analysis

CBRE; Toronto; On-site; CAD 100,000 - 110,000; Full time

Benefits offered by this job

Group retirement program

Medical coverage

Dental coverage

Vision coverage

Life Insurance

Job summary

CBRE Finance Lead, Planning & Analysis in Toronto, Canada leads mid-to-senior financial forecasting and budgeting for integrated facilities management accounts. You will partner with Operations, Account Leadership and Corporate Finance to enhance forecasting accuracy and profitability.

The role requires CPA or active pursuit, 5+ years FP&A experience, bilingual English/French, advanced Excel, and experience with SAP/Oracle/Power BI. You will produce monthly reporting and support audits.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or related field.
• CPA designation (CPA Canada) or actively pursuing CPA certification.
• Bilingual in English and French (written and verbal).
• 5+ years of FP&A, Corporate Finance, Accounting, or Commercial Finance experience.
• Advanced proficiency in Microsoft Excel with financial modeling and data analysis.
• Strong business partnering, stakeholder management and communication skills.
• Experience with large corporate or multi-site client portfolios.
• Experience with facilities management/real estate environments preferred.
• Knowledge of ERP and reporting platforms such as SAP, Oracle, Power BI, or similar.
• Authorized to work in Canada without visa sponsorship now or in the future.

Responsibilities

• 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 vs budget, identifying risks, opportunities, and drivers.
• Provide recommendations to improve profitability, cost efficiency and operations.
• Prepare and present detailed financial analyses including variance reporting and trend analysis.
• Support pricing reviews, contract renewals, and new business through financial modeling.
• Analyze costs to identify savings opportunities and KPI development.
• Prepare monthly financial reporting packages and executive summaries.
• Ensure compliance with corporate policies and internal controls.
• Assist with month-end close, audits, and subsegment reviews (P/L, CAPEX).
• Produce routine and adhoc financial reports and pro forma analyses.
• Work with standardized procedures to achieve objectives and deadlines.

Skills

Financial modeling

Budgeting

Forecasting

Variance analysis

Financial reporting

Stakeholder management

Communication

Presentation skills

Bilingual English/French

Excel advanced

Education

Bachelor's degree in Finance/Accounting/Business

CPA designation (CPA Canada) or pursuing

Tools

SAP

Oracle

Power BI

Excel

Job description

Global Workplace Solutions (GWS) Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with best-in-class soft service providers to offer custom facility and project management solutions to our clients. We focus on empowering our team with a high-level of downstream accountability, resulting in an agile and efficient service delivery.

About The Role

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.

What You’ll Do

• 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.

What You’ll Need

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• CPA designation (CPA Canada) or actively pursuing CPA certification.
• Bilingual in English and French (written and verbal).
• 5+ years of progressive experience in FP&A, Corporate Finance, Accounting, or Commercial Finance, including budgeting, forecasting, variance analysis, and financial reporting.
• Advanced proficiency in Microsoft Excel, including financial modeling and data analysis; proficiency with Microsoft Office applications.
• Strong business partnering, stakeholder management, communication, and presentation skills with the ability to influence operational and senior leadership teams.
• Experience working with large corporate or multi-site client portfolios.
• Experience supporting facilities management, real estate, engineering services, property management, or outsourced business services environments preferred.
• Knowledge of ERP and reporting platforms such as SAP, Oracle, Power BI, or similar systems preferred.
• Strong analytical and problem-solving skills with the ability to evaluate information and make sound business recommendations.
• Applicants must be currently authorized to work in Canada without the need for visa sponsorship now or in the future

Why CBRE?

When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.

Applicant AI Use Disclosure

We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process. CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The salary range for this role is between $100,000 to $110,000 annually. The compensation provided to a successful candidate will depend on their skills, qualifications, and experience. This role will provide the following benefits: Group Retirement Program, Medical, Dental and Vision coverage, Life Insurance and more. This job posting is for an existing vacancy within CBRE.

Equal Employment Opportunity Statement

CBRE is an equal opportunity employer who welcomes and encourages application from all persons regardless of race, creed, ancestry, national or ethnic origin, colour, age, religion, sex, sexual orientation, family status, gender identity or expression, disability or any other status or condition protected by applicable federal, provincial or territorial law.

Candidate Accommodations

CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individual with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at [e-mail] or via telephone at Via telephone at [phone] (Canada) and [phone] (U.S.)