Finance Lead - Planning, Forecasting & Profitability

CBRE Group, Inc.; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

CBRE Group, Inc. in Toronto is seeking a Finance Lead, Planning & Analysis to conduct standard financial analysis and support forecasting, budgeting, and reporting across a portfolio of facilities management accounts.

You will partner with Operations, Account Leadership, and Corporate Finance to drive profitability and cost efficiency, develop KPIs, and deliver dashboards and pro forma analyses. The role emphasizes adherence to financial policies, month-end close, audits, and strategic planning,

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 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.

Job description

CBRE Group, Inc. in Toronto is seeking a Finance Lead, Planning & Analysis to conduct standard financial analysis and support forecasting, budgeting, and reporting across a portfolio of facilities management accounts.

You will partner with Operations, Account Leadership, and Corporate Finance to drive profitability and cost efficiency, develop KPIs, and deliver dashboards and pro forma analyses. The role emphasizes adherence to financial policies, month-end close, audits, and strategic planning,